Congress Wealth Management LLC Ishares Tr Esg Advanced High Y Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Ishares Tr Esg Advanced High Y stock. As of the latest transaction made, Congress Wealth Management LLC holds 13,742 shares of HYXF stock, worth $647,248. This represents 0.01% of its overall portfolio holdings.

Number of Shares
13,742
Previous 11,763 16.82%
Holding current value
$647,248
Previous $544,000 19.85%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$44.39 - $49.11 $87,847 - $97,188
1,979 Added 16.82%
13,742 $652,000
Q1 2025

May 14, 2025
BUY
$46.06 - $46.94 $58,311 - $59,426
1,266 Added 12.06%
11,763 $544,000
Q4 2024

Feb 11, 2025
SELL
$46.03 - $47.13 $95,374 - $97,653
-2,072 Reduced 16.49%
10,497 $484,000
Q3 2024

Nov 12, 2024
BUY
$44.93 - $47.34 $6,829 - $7,195
152 Added 1.22%
12,569 $595,000
Q2 2024

Aug 13, 2024
BUY
$44.38 - $45.45 $14,822 - $15,180
334 Added 2.76%
12,417 $560,000
Q1 2024

Apr 18, 2024
SELL
$44.96 - $45.79 $2,787 - $2,838
-62 Reduced 0.51%
12,083 $552,000
Q4 2023

Feb 09, 2024
BUY
$42.09 - $45.76 $59,936 - $65,162
1,424 Added 13.28%
12,145 $552,000
Q3 2023

Oct 30, 2023
BUY
$43.07 - $44.49 $110,259 - $113,894
2,560 Added 31.37%
10,721 $463,000
Q2 2023

Jul 13, 2023
BUY
$43.32 - $44.31 $11,046 - $11,299
255 Added 3.23%
8,161 $359,000
Q1 2023

Apr 14, 2023
BUY
$42.83 - $45.39 $44,286 - $46,933
1,034 Added 15.05%
7,906 $350,000
Q4 2022

Feb 02, 2023
BUY
$42.01 - $44.6 $56,839 - $60,343
1,353 Added 24.52%
6,872 $297,000
Q3 2022

Nov 08, 2022
BUY
$42.14 - $46.73 $232,570 - $257,902
5,519 New
5,519 $233,000

Others Institutions Holding HYXF

# of Institutions
75
Shares Held
1.39M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ESG ADVANCED HIGH Y

HYXF Quotes by TradingView
  • Ticker HYXF
  • Sector ETFs
  • Industry ETFs
More about HYXF
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