Congress Wealth Management LLC Ishares Tr Esg Advanced Total 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 Total stock. As of the latest transaction made, Congress Wealth Management LLC holds 16,244 shares of EUSB stock, worth $712,299. This represents 0.01% of its overall portfolio holdings.

Number of Shares
16,244
Previous 13,771 17.96%
Holding current value
$712,299
Previous $596,000 18.62%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 13, 2025
BUY
$42.54 - $43.56 $105,201 - $107,723
2,473 Added 17.96%
16,244 $707,000
Q1 2025

May 14, 2025
BUY
$42.05 - $43.43 $39,358 - $40,650
936 Added 7.29%
13,771 $596,000
Q4 2024

Feb 11, 2025
SELL
$42.39 - $44.29 $200,759 - $209,757
-4,736 Reduced 26.95%
12,835 $545,000
Q3 2024

Nov 12, 2024
BUY
$42.09 - $44.64 $16,415 - $17,409
390 Added 2.27%
17,571 $778,000
Q2 2024

Aug 13, 2024
BUY
$41.57 - $42.82 $714,214 - $735,690
17,181 New
17,181 $731,000
Q3 2023

Oct 30, 2023
BUY
$40.85 - $42.74 $110,826 - $115,953
2,713 Added 24.78%
13,663 $558,000
Q2 2023

Jul 13, 2023
BUY
$42.34 - $43.55 $15,242 - $15,677
360 Added 3.4%
10,950 $466,000
Q1 2023

Apr 14, 2023
BUY
$41.9 - $43.76 $4,483 - $4,682
107 Added 1.02%
10,590 $457,000
Q4 2022

Feb 02, 2023
BUY
$40.69 - $43.22 $73,038 - $77,579
1,795 Added 20.66%
10,483 $442,000
Q3 2022

Nov 08, 2022
BUY
$41.53 - $45.11 $65,575 - $71,228
1,579 Added 22.21%
8,688 $364,000
Q2 2022

Aug 11, 2022
BUY
$42.91 - $46.25 $305,047 - $328,791
7,109 New
7,109 $312,000

Others Institutions Holding EUSB

# of Institutions
173
Shares Held
12.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ESG ADVANCED TOTAL

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