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Ishares Tr sustnble msci shares owned by Congress Wealth Management LLC / DE /

Quarter-by-quarter ownership of Ishares Tr sustnble msci (SDG) shares owned by Congress Wealth Management LLC / DE / from 13F filings

Historical chart of Congress Wealth Management LLC / DE / investment in Ishares Tr sustnble msci

Jul 2022Jan 2023Jul 2023Jan 2024Jul 2024300k400k500k600k700k40005000600070008000
Value ($)Share countHistorical SDG position of Congress Wealth Management … Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr sustnble msci held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr sustnble msci by Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2024-09-30 $577k 6.8k 84.79
2024-03-31 $676k 8.6k 78.71
2023-12-31 $688k 8.5k 81.05
2023-09-30 $572k 7.7k 74.52
2023-06-30 $496k 6.3k 79.05
2023-03-31 $465k 5.9k 79.19
2022-12-31 $387k 4.9k 78.91
2022-09-30 $311k 4.4k 70.79
2022-06-30 $346k 4.3k 79.94