Congress Wealth Management LLC Ishares Russell 2000 ETF Transaction History

Congress Wealth Management LLC

  • $6.12 Billion
  • Q2 2024

A detailed history of Congress Wealth Management LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 2,408 shares of IWM stock, worth $539,319. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,408
Previous 1,989 21.07%
Holding current value
$539,319
Previous $418,000 16.75%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
BUY
$192.84 - $209.44 $80,799 - $87,755
419 Added 21.07%
2,408 $488,000
Q1 2024

Apr 18, 2024
SELL
$189.48 - $210.3 $101,750 - $112,931
-537 Reduced 21.26%
1,989 $418,000
Q4 2023

Feb 09, 2024
BUY
$162.21 - $204.82 $84,835 - $107,120
523 Added 26.11%
2,526 $506,000
Q3 2023

Oct 30, 2023
BUY
$174.36 - $198.71 $32,430 - $36,960
186 Added 10.24%
2,003 $354,000
Q2 2023

Jul 13, 2023
SELL
$170.4 - $187.93 $18,744 - $20,672
-110 Reduced 5.71%
1,817 $340,000
Q1 2023

Apr 14, 2023
SELL
$170.25 - $198.32 $1.02 Million - $1.19 Million
-5,981 Reduced 75.63%
1,927 $343,000
Q4 2022

Feb 02, 2023
BUY
$166.81 - $188.05 $994,020 - $1.12 Million
5,959 Added 305.75%
7,908 $1.38 Million
Q3 2022

Nov 08, 2022
BUY
$164.17 - $201.07 $21,998 - $26,943
134 Added 7.38%
1,949 $322,000
Q2 2022

Aug 11, 2022
SELL
$163.9 - $207.91 $32,288 - $40,958
-197 Reduced 9.79%
1,815 $307,000
Q1 2022

May 16, 2022
SELL
$191.52 - $225.32 $93,844 - $110,406
-490 Reduced 19.58%
2,012 $413,000
Q4 2021

Feb 04, 2022
BUY
$212.12 - $242.56 $530,724 - $606,885
2,502 New
2,502 $557,000

Others Institutions Holding IWM

# of Institutions
2,544
Shares Held
294M
Call Options Held
232M
Put Options Held
363M
View Full List

About ISHARES RUSSELL 2000 ETF

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