Congress Wealth Management LLC Ishares Tr Esg Screened S&P Mi Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Ishares Tr Esg Screened S&P Mi stock. As of the latest transaction made, Congress Wealth Management LLC holds 15,091 shares of XJH stock, worth $650,422. This represents 0.01% of its overall portfolio holdings.

Number of Shares
15,091
Previous 12,915 16.85%
Holding current value
$650,422
Previous $504,000 24.21%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 13, 2025
BUY
$34.28 - $41.6 $74,593 - $90,521
2,176 Added 16.85%
15,091 $626,000
Q1 2025

May 14, 2025
BUY
$38.41 - $44.06 $78,010 - $89,485
2,031 Added 18.66%
12,915 $504,000
Q4 2024

Feb 11, 2025
SELL
$41.64 - $45.75 $116,675 - $128,191
-2,802 Reduced 20.47%
10,884 $455,000
Q3 2024

Nov 12, 2024
SELL
$38.71 - $42.43 $71,148 - $77,986
-1,838 Reduced 11.84%
13,686 $578,000
Q2 2024

Aug 13, 2024
SELL
$37.95 - $41.03 $88,233 - $95,394
-2,325 Reduced 13.03%
15,524 $614,000
Q1 2024

Apr 18, 2024
SELL
$36.5 - $41.08 $3,175 - $3,573
-87 Reduced 0.49%
17,849 $733,000
Q4 2023

Feb 09, 2024
BUY
$31.25 - $38.22 $54,000 - $66,044
1,728 Added 10.66%
17,936 $676,000
Q3 2023

Oct 30, 2023
BUY
$33.4 - $37.04 $114,428 - $126,899
3,426 Added 26.8%
16,208 $548,000
Q2 2023

Jul 13, 2023
BUY
$32.61 - $35.62 $12,620 - $13,784
387 Added 3.12%
12,782 $455,000
Q1 2023

Apr 14, 2023
BUY
$32.2 - $36.99 $70,357 - $80,823
2,185 Added 21.4%
12,395 $421,000
Q4 2022

Feb 02, 2023
BUY
$30.27 - $34.91 $46,827 - $54,005
1,547 Added 17.86%
10,210 $334,000
Q3 2022

Nov 08, 2022
BUY
$29.73 - $35.65 $43,227 - $51,835
1,454 Added 20.17%
8,663 $257,000
Q2 2022

Aug 11, 2022
BUY
$29.61 - $36.71 $213,458 - $264,642
7,209 New
7,209 $220,000

Others Institutions Holding XJH

# of Institutions
164
Shares Held
5.58M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ESG SCREENED S&P MI

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