A detailed history of Congress Wealth Management LLC transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Congress Wealth Management LLC holds 15,982 shares of SUSB stock, worth $402,746. This represents 0.0% of its overall portfolio holdings.

Number of Shares
15,982
Previous 15,980 0.01%
Holding current value
$402,746
Previous $399,000 0.75%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Aug 13, 2025

BUY
$24.66 - $25.17 $49 - $50
2 Added 0.01%
15,982 $402,000
Q1 2025

May 14, 2025

BUY
$24.6 - $24.99 $393,108 - $399,340
15,980 New
15,980 $399,000

Others Institutions Holding SUSB

About ISHARES TR ISHARES ESG AWARE 1


  • Ticker SUSB
  • Sector ETFs
  • Industry ETFs
More about SUSB
Track This Portfolio

Track Congress Wealth Management LLC Portfolio

Follow Congress Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Congress Wealth Management LLC , based on Form 13F filings with the SEC.

News

Stay updated on Congress Wealth Management LLC with notifications on news.