Congress Wealth Management LLC Ishares Russell2000 Val ETF Transaction History

Congress Wealth Management LLC

$7.2 Billion
Q3 2024

A detailed history of Congress Wealth Management LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 36,888 shares of IWN stock, worth $6.16 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

36,888

Previous 81,362 54.66%

Holding current value

$6.16 Million

Previous $12.4 Million 50.34%

% of portfolio

0.09%

Previous 0.2%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$150.05 - $171.34 $6.67 Million - $7.62 Million	-44,474 Reduced 54.66%	36,888 $6.15 Million
Q2 2024 Aug 13, 2024	BUY	$146.03 - $158.93 $801,996 - $872,843	5,492 Added 7.24%	81,362 $12.4 Million
Q1 2024 Apr 18, 2024	SELL	$145.61 - $158.81 $30,723 - $33,508	-211 Reduced 0.28%	75,870 $12 Million
Q4 2023 Feb 09, 2024	BUY	$125.51 - $158.2 $125,258 - $157,883	998 Added 1.33%	76,081 $11.8 Million
Q3 2023 Oct 30, 2023	BUY	$133.8 - $151.24 $10 Million - $11.4 Million	75,083 New	75,083 $10.2 Million

Others Institutions Holding IWN

# of Institutions

1,061

Shares Held

58.7M

Call Options Held

987K

Put Options Held

207K

View Full List

About ISHARES RUSSELL2000 VAL ETF

Ticker IWN
Sector ETFs
Industry ETFs

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Congress Wealth Management LLC Ishares Russell2000 Val ETF Transaction History