Congress Wealth Management LLC Ishares S&P Smallcap 600 Value Transaction History

Congress Wealth Management LLC

  • $7.9 Billion
  • Q1 2025

A detailed history of Congress Wealth Management LLC transactions in Ishares S&P Smallcap 600 Value stock. As of the latest transaction made, Congress Wealth Management LLC holds 6,060 shares of IJS stock, worth $572,245. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,060
Previous 5,210 16.31%
Holding current value
$572,245
Previous $565,000 4.42%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$96.3 - $112.23 $81,855 - $95,395
850 Added 16.31%
6,060 $590,000
Q4 2024

Feb 11, 2025
BUY
$104.59 - $118.05 $333,851 - $376,815
3,192 Added 158.18%
5,210 $565,000
Q3 2024

Nov 12, 2024
BUY
$95.81 - $109.03 $193,344 - $220,022
2,018 New
2,018 $217,000
Q4 2023

Feb 09, 2024
BUY
$82.1 - $104.53 $175,037 - $222,857
2,132 New
2,132 $219,000

Others Institutions Holding IJS

# of Institutions
901
Shares Held
41.3M
Call Options Held
17.8K
Put Options Held
8.7K
View Full List

About ISHARES S&P SMALLCAP 600 VALUE

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