Congress Wealth Management LLC Ishares Esg Advanced Msci Usa Transaction History

Congress Wealth Management LLC

  • $7.2 Billion
  • Q3 2024

A detailed history of Congress Wealth Management LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Congress Wealth Management LLC holds 16,544 shares of USXF stock, worth $858,468. This represents 0.01% of its overall portfolio holdings.

Number of Shares
16,544
Previous 17,143 3.49%
Holding current value
$858,468
Previous $798,000 1.63%
% of portfolio
0.01%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$43.59 - $49.35 $26,110 - $29,560
-599 Reduced 3.49%
16,544 $811,000
Q2 2024

Aug 13, 2024
SELL
$41.56 - $47.79 $48,168 - $55,388
-1,159 Reduced 6.33%
17,143 $798,000
Q1 2024

Apr 18, 2024
BUY
$38.81 - $45.23 $71,099 - $82,861
1,832 Added 11.12%
18,302 $826,000
Q4 2023

Feb 09, 2024
BUY
$33.24 - $39.9 $26,259 - $31,521
790 Added 5.04%
16,470 $655,000
Q3 2023

Oct 30, 2023
BUY
$34.33 - $37.33 $132,513 - $144,093
3,860 Added 32.66%
15,680 $543,000
Q2 2023

Jul 13, 2023
BUY
$32.33 - $35.95 $12,673 - $14,092
392 Added 3.43%
11,820 $424,000
Q1 2023

Apr 14, 2023
BUY
$30.39 - $33.7 $48,076 - $53,313
1,582 Added 16.07%
11,428 $377,000
Q4 2022

Feb 02, 2023
BUY
$27.72 - $32.46 $6,126 - $7,173
221 Added 2.3%
9,846 $301,000
Q3 2022

Nov 08, 2022
BUY
$28.02 - $34.07 $8,406 - $10,221
300 Added 3.22%
9,625 $269,000
Q2 2022

Aug 11, 2022
BUY
$28.63 - $36.15 $266,974 - $337,098
9,325 New
9,325 $279,000

Others Institutions Holding USXF

# of Institutions
232
Shares Held
18.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES ESG ADVANCED MSCI USA

USXF Quotes by TradingView
  • Ticker USXF
  • Sector Technology
More about USXF
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