Congress Wealth Management LLC Ishares Inc Transaction History

Congress Wealth Management LLC

  • $7.2 Billion
  • Q3 2024

A detailed history of Congress Wealth Management LLC transactions in Ishares Inc stock. As of the latest transaction made, Congress Wealth Management LLC holds 41,013 shares of EPP stock, worth $1.94 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
41,013
Previous 53,305 23.06%
Holding current value
$1.94 Million
Previous $2.29 Million 12.61%
% of portfolio
0.03%
Previous 0.04%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$41.3 - $48.84 $507,659 - $600,341
-12,292 Reduced 23.06%
41,013 $2 Million
Q2 2024

Aug 13, 2024
SELL
$40.54 - $45.26 $188,551 - $210,504
-4,651 Reduced 8.03%
53,305 $2.29 Million
Q1 2024

Apr 18, 2024
SELL
$40.47 - $43.52 $150,224 - $161,546
-3,712 Reduced 6.02%
57,956 $2.48 Million
Q4 2023

Feb 09, 2024
SELL
$38.16 - $43.56 $420,179 - $479,639
-11,011 Reduced 15.15%
61,668 $2.68 Million
Q3 2023

Oct 30, 2023
SELL
$39.31 - $43.94 $136,956 - $153,086
-3,484 Reduced 4.57%
72,679 $2.89 Million
Q2 2023

Jul 13, 2023
SELL
$41.32 - $44.93 $606,494 - $659,482
-14,678 Reduced 16.16%
76,163 $3.22 Million
Q1 2023

Apr 14, 2023
SELL
$41.85 - $47.48 $22.5 Million - $25.6 Million
-538,413 Reduced 85.56%
90,841 $3.98 Million
Q4 2022

Feb 02, 2023
SELL
$37.1 - $44.34 $377,863 - $451,602
-10,185 Reduced 1.59%
629,254 $26.9 Million
Q3 2022

Nov 08, 2022
BUY
$37.52 - $44.33 $628,872 - $743,015
16,761 Added 2.69%
639,439 $24 Million
Q2 2022

Aug 11, 2022
SELL
$40.54 - $50.24 $116,349 - $144,188
-2,870 Reduced 0.46%
622,678 $25.9 Million
Q1 2022

May 16, 2022
SELL
$44.96 - $49.95 $1.36 Million - $1.51 Million
-30,277 Reduced 4.62%
625,548 $30.8 Million
Q4 2021

Feb 04, 2022
BUY
$46.54 - $51.83 $30.5 Million - $34 Million
655,825 New
655,825 $31.3 Million

Others Institutions Holding EPP

# of Institutions
201
Shares Held
32.5M
Call Options Held
10.8K
Put Options Held
15.8K
View Full List

About ISHARES INC

EPP Quotes by TradingView
  • Ticker EPP
  • Sector ETFs
  • Industry ETFs
More about EPP
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