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
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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 |
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