Congress Wealth Management LLC Ishares Russell Mid Cap Growth Transaction History

Congress Wealth Management LLC

$7.2 Billion
Q3 2024

A detailed history of Congress Wealth Management LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Congress Wealth Management LLC holds 13,733 shares of IWP stock, worth $1.85 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

13,733

Previous 5,595 145.45%

Holding current value

$1.85 Million

Previous $617,000 160.94%

% of portfolio

0.02%

Previous 0.01%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$103.87 - $117.59 $845,294 - $956,947	8,138 Added 145.45%	13,733 $1.61 Million
Q2 2024 Aug 13, 2024	BUY	$105.7 - $113.43 $208,229 - $223,457	1,970 Added 54.34%	5,595 $617,000
Q1 2024 Apr 18, 2024	SELL	$100.66 - $114.14 $15.7 Million - $17.8 Million	-155,901 Reduced 97.73%	3,625 $413,000
Q4 2023 Feb 09, 2024	BUY	$85.66 - $105.12 $11.4 Million - $14 Million	133,419 Added 511.05%	159,526 $16.7 Million
Q3 2023 Oct 30, 2023	BUY	$89.97 - $100.32 $1.98 Million - $2.21 Million	22,030 Added 540.35%	26,107 $2.38 Million
Q2 2023 Jul 13, 2023	SELL	$87.72 - $96.63 $181,755 - $200,217	-2,072 Reduced 33.7%	4,077 $393,000
Q1 2023 Apr 14, 2023	SELL	$82.89 - $94.68 $11.2 Million - $12.8 Million	-135,618 Reduced 95.66%	6,149 $559,000
Q4 2022 Feb 02, 2023	BUY	$77.4 - $89.88 $9.38 Million - $10.9 Million	121,232 Added 590.37%	141,767 $11.9 Million
Q3 2022 Nov 08, 2022	BUY	$78.02 - $94.38 $1.13 Million - $1.37 Million	14,526 Added 241.74%	20,535 $1.61 Million
Q2 2022 Aug 11, 2022	BUY	$75.41 - $102.47 $115,754 - $157,291	1,535 Added 34.31%	6,009 $476,000
Q1 2022 May 16, 2022	SELL	$89.52 - $114.03 $3.61 Million - $4.59 Million	-40,286 Reduced 90.0%	4,474 $450,000
Q4 2021 Feb 04, 2022	BUY	$109.8 - $123.28 $4.91 Million - $5.52 Million	44,760 New	44,760 $5.16 Million

Others Institutions Holding IWP

# of Institutions

1,130

Shares Held

104M

Call Options Held

59.8K

Put Options Held

5.2K

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About ISHARES RUSSELL MID-CAP GROWTH

Ticker IWP
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Congress Wealth Management LLC Ishares Russell Mid Cap Growth Transaction History