Congress Wealth Management LLC Ishares Tr North Amern Nat Res Transaction History

Congress Wealth Management LLC

$6.12 Billion
Q2 2024

A detailed history of Congress Wealth Management LLC transactions in Ishares Tr North Amern Nat Res stock. As of the latest transaction made, Congress Wealth Management LLC holds 57,788 shares of IGE stock, worth $2.54 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

57,788

Previous 58,538 1.28%

Holding current value

$2.54 Million

Previous $2.63 Million 3.46%

% of portfolio

0.04%

Previous 0.05%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	SELL	$42.73 - $46.5 $32,047 - $34,875	-750 Reduced 1.28%	57,788 $2.54 Million
Q1 2024 Apr 18, 2024	BUY	$38.73 - $44.99 $3,834 - $4,454	99 Added 0.17%	58,538 $2.63 Million
Q4 2023 Feb 09, 2024	BUY	$39.02 - $42.38 $25,675 - $27,886	658 Added 1.14%	58,439 $2.38 Million
Q3 2023 Oct 30, 2023	BUY	$37.81 - $43.27 $2.18 Million - $2.5 Million	57,781 New	57,781 $2.4 Million

Others Institutions Holding IGE

# of Institutions

145

Shares Held

6.29M

Call Options Held

800

Put Options Held

4.6K

View Full List

About ISHARES TR NORTH AMERN NAT RES

Ticker IGE
Sector ETFs
Industry ETFs

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Congress Wealth Management LLC Ishares Tr North Amern Nat Res Transaction History