Congress Wealth Management LLC Ishares S&P Midcap 400 Value E Transaction History
Congress Wealth Management LLC
- $7.2 Billion
- Q3 2024
A detailed history of Congress Wealth Management LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Congress Wealth Management LLC holds 9,715 shares of IJJ stock, worth $1.27 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
9,715Holding current value
$1.27 Million% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding IJJ
# of Institutions
814Shares Held
41MCall Options Held
4KPut Options Held
0-
Morgan Stanley New York, NY4.01MShares$523 Million0.04% of portfolio
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Wells Fargo & Company San Francisco, CA3.53MShares$461 Million0.1% of portfolio
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Bank Of America Corp Charlotte, NC2.42MShares$316 Million0.02% of portfolio
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Ubs Group Ag1.93MShares$252 Million0.05% of portfolio
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Envestnet Asset Management Inc1.8MShares$234 Million0.07% of portfolio