Congress Wealth Management LLC Ishares S&P Midcap 400 Value E Transaction History

Congress Wealth Management LLC

  • $6.94 Billion
  • Q4 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 9,379 shares of IJJ stock, worth $1.18 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,379
Previous 9,715 3.46%
Holding current value
$1.18 Million
Previous $1.2 Million 2.42%
% of portfolio
0.02%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
SELL
$121.89 - $135.52 $40,955 - $45,534
-336 Reduced 3.46%
9,379 $1.17 Million
Q3 2024

Nov 12, 2024
BUY
$111.9 - $124.28 $1.09 Million - $1.21 Million
9,715 New
9,715 $1.2 Million

Others Institutions Holding IJJ

# of Institutions
889
Shares Held
43M
Call Options Held
1.8K
Put Options Held
0
View Full List

About ISHARES S&P MIDCAP 400 VALUE E

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