Congress Wealth Management LLC Ishares Esg Advanced Msci Em E Transaction History

Congress Wealth Management LLC

$6.94 Billion
Q4 2024

A detailed history of Congress Wealth Management LLC transactions in Ishares Esg Advanced Msci Em E stock. As of the latest transaction made, Congress Wealth Management LLC holds 9,310 shares of EMXF stock, worth $364,021. This represents 0.0% of its overall portfolio holdings.

Number of Shares

9,310

Previous 9,255 0.59%

Holding current value

$364,021

Previous $375,000 7.73%

% of portfolio

0.0%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$37.27 - $41.46 $2,049 - $2,280	55 Added 0.59%	9,310 $346,000
Q3 2024 Nov 12, 2024	SELL	$35.28 - $41.16 $34,821 - $40,624	-987 Reduced 9.64%	9,255 $375,000
Q2 2024 Aug 13, 2024	SELL	$34.32 - $38.07 $49,317 - $54,706	-1,437 Reduced 12.3%	10,242 $375,000
Q1 2024 Apr 18, 2024	BUY	$33.4 - $36.22 $4,609 - $4,998	138 Added 1.2%	11,679 $415,000
Q4 2023 Feb 09, 2024	BUY	$32.75 - $35.56 $49,485 - $53,731	1,511 Added 15.06%	11,541 $409,000
Q3 2023 Oct 30, 2023	BUY	$33.73 - $37.83 $77,275 - $86,668	2,291 Added 29.6%	10,030 $339,000
Q2 2023 Jul 13, 2023	BUY	$33.86 - $36.68 $8,735 - $9,463	258 Added 3.45%	7,739 $274,000
Q1 2023 Apr 14, 2023	BUY	$33.08 - $38.4 $45,749 - $53,107	1,383 Added 22.68%	7,481 $262,000
Q4 2022 Feb 02, 2023	BUY	$30.72 - $36.06 $187,330 - $219,893	6,098 New	6,098 $207,000

Others Institutions Holding EMXF

# of Institutions

Shares Held

855K

Call Options Held

Put Options Held

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About ISHARES ESG ADVANCED MSCI EM E

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Congress Wealth Management LLC Ishares Esg Advanced Msci Em E Transaction History