Congress Wealth Management LLC Ishares Msci Emerging Markets Transaction History

Congress Wealth Management LLC

$6.12 Billion
Q2 2024

A detailed history of Congress Wealth Management LLC transactions in Ishares Msci Emerging Markets stock. As of the latest transaction made, Congress Wealth Management LLC holds 95,502 shares of EEM stock, worth $4.33 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

95,502

Previous 84,844 12.56%

Holding current value

$4.33 Million

Previous $3.49 Million 16.7%

% of portfolio

0.07%

Previous 0.06%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	BUY	$39.71 - $43.79 $423,229 - $466,713	10,658 Added 12.56%	95,502 $4.07 Million
Q1 2024 Apr 18, 2024	SELL	$37.68 - $41.36 $3.44 Million - $3.78 Million	-91,342 Reduced 51.84%	84,844 $3.49 Million
Q4 2023 Feb 09, 2024	BUY	$36.53 - $40.3 $3.26 Million - $3.6 Million	89,220 Added 102.59%	176,186 $7.08 Million
Q3 2023 Oct 30, 2023	BUY	$37.76 - $41.95 $1.32 Million - $1.46 Million	34,865 Added 66.92%	86,966 $3.3 Million
Q2 2023 Jul 13, 2023	SELL	$38.19 - $41.02 $176,705 - $189,799	-4,627 Reduced 8.16%	52,101 $2.06 Million
Q1 2023 Apr 14, 2023	SELL	$37.27 - $42.5 $5.24 Million - $5.97 Million	-140,520 Reduced 71.24%	56,728 $2.24 Million
Q4 2022 Feb 02, 2023	BUY	$33.93 - $39.54 $5.17 Million - $6.03 Million	152,391 Added 339.73%	197,248 $7.48 Million
Q3 2022 Nov 08, 2022	SELL	$34.88 - $41.05 $134,776 - $158,617	-3,864 Reduced 7.93%	44,857 $1.57 Million
Q2 2022 Aug 11, 2022	SELL	$39.4 - $46.71 $64,852 - $76,884	-1,646 Reduced 3.27%	48,721 $1.95 Million
Q1 2022 May 16, 2022	SELL	$41.54 - $50.85 $2.86 Million - $3.5 Million	-68,816 Reduced 57.74%	50,367 $2.28 Million
Q4 2021 Feb 04, 2022	BUY	$47.44 - $52.5 $5.65 Million - $6.26 Million	119,183 New	119,183 $5.82 Million

Others Institutions Holding EEM

# of Institutions

1,468

Shares Held

376M

Call Options Held

292M

Put Options Held

369M

View Full List

About ISHARES MSCI EMERGING MARKETS

Ticker EEM
Sector ETFs
Industry Closed-End Fund - Foreign

More about EEM

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Congress Wealth Management LLC Ishares Msci Emerging Markets Transaction History