Congress Wealth Management LLC Ishares Tr Transaction History

Congress Wealth Management LLC

  • $7.2 Billion
  • Q3 2024

A detailed history of Congress Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Congress Wealth Management LLC holds 283,760 shares of IEFA stock, worth $20.4 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
283,760
Previous 298,529 4.95%
Holding current value
$20.4 Million
Previous $21.7 Million 2.13%
% of portfolio
0.31%
Previous 0.35%

Shares

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

Nov 12, 2024
SELL
$70.09 - $78.74 $1.04 Million - $1.16 Million
-14,769 Reduced 4.95%
283,760 $22.1 Million
Q2 2024

Aug 13, 2024
BUY
$70.77 - $76.19 $990,709 - $1.07 Million
13,999 Added 4.92%
298,529 $21.7 Million
Q1 2024

Apr 18, 2024
BUY
$68.14 - $74.43 $46,471 - $50,761
682 Added 0.24%
284,530 $21.1 Million
Q4 2023

Feb 09, 2024
BUY
$61.3 - $70.47 $5,823 - $6,694
95 Added 0.03%
283,848 $20 Million
Q3 2023

Oct 30, 2023
BUY
$64.04 - $69.58 $238,549 - $259,185
3,725 Added 1.33%
283,753 $18.3 Million
Q2 2023

Jul 13, 2023
SELL
$66.03 - $69.1 $499,252 - $522,465
-7,561 Reduced 2.63%
280,028 $18.9 Million
Q1 2023

Apr 14, 2023
SELL
$62.17 - $67.7 $50,295 - $54,769
-809 Reduced 0.28%
287,589 $19.2 Million
Q4 2022

Feb 02, 2023
SELL
$52.35 - $63.65 $2.28 Million - $2.78 Million
-43,639 Reduced 13.14%
288,398 $17.8 Million
Q3 2022

Nov 08, 2022
SELL
$52.32 - $63.1 $1.28 Million - $1.55 Million
-24,548 Reduced 6.88%
332,037 $17.5 Million
Q2 2022

Aug 11, 2022
SELL
$57.91 - $70.46 $1.96 Million - $2.38 Million
-33,785 Reduced 8.65%
356,585 $21 Million
Q1 2022

May 16, 2022
BUY
$63.26 - $75.48 $660,624 - $788,237
10,443 Added 2.75%
390,370 $27.1 Million
Q4 2021

Feb 04, 2022
BUY
$72.36 - $77.76 $27.5 Million - $29.5 Million
379,927 New
379,927 $28.4 Million

Others Institutions Holding IEFA

# of Institutions
1,980
Shares Held
1.43B
Call Options Held
150K
Put Options Held
534K
View Full List

About ISHARES TR

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