Congress Wealth Management LLC Ishares Tr Russell 200 Growth Transaction History
Congress Wealth Management LLC
- $7.9 Billion
- Q1 2025
A detailed history of Congress Wealth Management LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Congress Wealth Management LLC holds 49,601 shares of IWY stock, worth $10.6 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
49,601Holding current value
$10.6 Million% of portfolio
0.13%Shares
1 transactions
Others Institutions Holding IWY
# of Institutions
597Shares Held
51.9MCall Options Held
4.7KPut Options Held
6.5K-
Tiaa Trust, National Association Charlotte, NC6.03MShares$1.29 Billion3.98% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.27 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.12MShares$1.1 Billion4.56% of portfolio
-
First Citizens Bank & Trust CO4.91MShares$1.05 Billion17.52% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.42MShares$517 Million0.14% of portfolio