Congress Wealth Management LLC Ishares Russell Mid Cap ETF Transaction History
Congress Wealth Management LLC
- $6.12 Billion
- Q2 2024
A detailed history of Congress Wealth Management LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 4,393 shares of IWR stock, worth $386,540. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,393
Previous 3,804
15.48%
Holding current value
$386,540
Previous $319,000
11.6%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding IWR
# of Institutions
1,337Shares Held
341MCall Options Held
126KPut Options Held
14.1K-
Bank Of America Corp Charlotte, NC58.5MShares$5.15 Billion0.42% of portfolio
-
Jones Financial Companies Lllp41.3MShares$3.63 Billion3.87% of portfolio
-
Wells Fargo & Company San Francisco, CA33.4MShares$2.94 Billion0.67% of portfolio
-
Us Bancorp \De\21.2MShares$1.87 Billion2.36% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA13.7MShares$1.21 Billion0.74% of portfolio