Congress Wealth Management LLC Ishares Biotechnology ETF Transaction History

Congress Wealth Management LLC

  • $7.2 Billion
  • Q3 2024

A detailed history of Congress Wealth Management LLC transactions in Ishares Biotechnology ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 2,175 shares of IBB stock, worth $300,063. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,175
Previous 1,560 39.42%
Holding current value
$300,063
Previous $214,000 47.66%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2024
BUY
$135.09 - $149.47 $83,080 - $91,924
615 Added 39.42%
2,175 $316,000
Q2 2024

Aug 13, 2024
SELL
$124.64 - $139.96 $9,348 - $10,497
-75 Reduced 4.59%
1,560 $214,000
Q1 2024

Apr 18, 2024
SELL
$132.3 - $140.89 $19,977 - $21,274
-151 Reduced 8.45%
1,635 $224,000
Q4 2023

Feb 09, 2024
SELL
$112.41 - $137.03 $42,940 - $52,345
-382 Reduced 17.62%
1,786 $242,000
Q3 2023

Oct 30, 2023
BUY
$122.27 - $131.47 $265,081 - $285,026
2,168 New
2,168 $265,000

Others Institutions Holding IBB

# of Institutions
1,010
Shares Held
33.6M
Call Options Held
4M
Put Options Held
6.48M
View Full List

About ISHARES BIOTECHNOLOGY ETF

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