Congress Wealth Management LLC Ishares Tr Transaction History
Congress Wealth Management LLC
- $7.2 Billion
- Q3 2024
A detailed history of Congress Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Congress Wealth Management LLC holds 45,835 shares of IYH stock, worth $2.85 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
45,835
Previous 42,963
6.68%
Holding current value
$2.85 Million
Previous $2.63 Million
13.18%
% of portfolio
0.04%
Previous 0.04%
Shares
11 transactions
Others Institutions Holding IYH
# of Institutions
543Shares Held
24.1MCall Options Held
30.2KPut Options Held
200-
Morgan Stanley New York, NY2.15MShares$134 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.86MShares$116 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.6MShares$99.8 Million0.05% of portfolio
-
Ubs Group Ag1.48MShares$92.2 Million0.02% of portfolio
-
Royal Bank Of Canada Toronto, A61.29MShares$80.5 Million0.02% of portfolio