Congress Wealth Management LLC Ishares Esg Aware U.S. Aggrega Transaction History

Congress Wealth Management LLC

  • $6.94 Billion
  • Q4 2024

A detailed history of Congress Wealth Management LLC transactions in Ishares Esg Aware U.S. Aggrega stock. As of the latest transaction made, Congress Wealth Management LLC holds 23,513 shares of EAGG stock, worth $1.1 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
23,513
Previous 24,224 2.94%
Holding current value
$1.1 Million
Previous $1.18 Million 7.31%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
SELL
$46.33 - $48.6 $32,940 - $34,554
-711 Reduced 2.94%
23,513 $1.09 Million
Q3 2024

Nov 12, 2024
BUY
$46.18 - $48.92 $15,470 - $16,388
335 Added 1.4%
24,224 $1.18 Million
Q2 2024

Aug 13, 2024
BUY
$45.65 - $47.02 $27,846 - $28,682
610 Added 2.62%
23,889 $1.11 Million
Q1 2024

Apr 18, 2024
SELL
$46.54 - $47.74 $95,360 - $97,819
-2,049 Reduced 8.09%
23,279 $1.1 Million
Q4 2023

Feb 09, 2024
BUY
$44.12 - $47.93 $1.12 Million - $1.21 Million
25,328 New
25,328 $1.21 Million
Q2 2023

Jul 13, 2023
BUY
$46.98 - $48.45 $825,532 - $851,363
17,572 New
17,572 $828,000

Others Institutions Holding EAGG

# of Institutions
430
Shares Held
66.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES ESG AWARE U.S. AGGREGA

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