Congress Wealth Management LLC Ishares Tr Esg Screened S&P Mi Transaction History

Congress Wealth Management LLC

$6.12 Billion
Q2 2024

A detailed history of Congress Wealth Management LLC transactions in Ishares Tr Esg Screened S&P Mi stock. As of the latest transaction made, Congress Wealth Management LLC holds 15,524 shares of XJH stock, worth $651,231. This represents 0.01% of its overall portfolio holdings.

Number of Shares

15,524

Previous 17,849 13.03%

Holding current value

$651,231

Previous $733,000 16.23%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	SELL	$37.95 - $41.03 $88,233 - $95,394	-2,325 Reduced 13.03%	15,524 $614,000
Q1 2024 Apr 18, 2024	SELL	$36.5 - $41.08 $3,175 - $3,573	-87 Reduced 0.49%	17,849 $733,000
Q4 2023 Feb 09, 2024	BUY	$31.25 - $38.22 $54,000 - $66,044	1,728 Added 10.66%	17,936 $676,000
Q3 2023 Oct 30, 2023	BUY	$33.4 - $37.04 $114,428 - $126,899	3,426 Added 26.8%	16,208 $548,000
Q2 2023 Jul 13, 2023	BUY	$32.61 - $35.62 $12,620 - $13,784	387 Added 3.12%	12,782 $455,000
Q1 2023 Apr 14, 2023	BUY	$32.2 - $36.99 $70,357 - $80,823	2,185 Added 21.4%	12,395 $421,000
Q4 2022 Feb 02, 2023	BUY	$30.27 - $34.91 $46,827 - $54,005	1,547 Added 17.86%	10,210 $334,000
Q3 2022 Nov 08, 2022	BUY	$29.73 - $35.65 $43,227 - $51,835	1,454 Added 20.17%	8,663 $257,000
Q2 2022 Aug 11, 2022	BUY	$29.61 - $36.71 $213,458 - $264,642	7,209 New	7,209 $220,000

Others Institutions Holding XJH

# of Institutions

116

Shares Held

3.53M

Call Options Held

Put Options Held

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About ISHARES TR ESG SCREENED S&P MI

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Congress Wealth Management LLC Ishares Tr Esg Screened S&P Mi Transaction History