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 $2.76 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

45,835

Previous 42,963 6.68%

Holding current value

$2.76 Million

Previous $2.63 Million 13.18%

% of portfolio

0.04%

Previous 0.04%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$60.29 - $66.38 $173,152 - $190,643	2,872 Added 6.68%	45,835 $2.98 Million
Q2 2024 Aug 13, 2024	SELL	$58.05 - $61.75 $1.05 Million - $1.12 Million	-18,058 Reduced 29.59%	42,963 $2.63 Million
Q1 2024 Apr 18, 2024	BUY	$60.83 - $309.78 $2.97 Million - $15.1 Million	48,852 Added 401.45%	61,021 $3.78 Million
Q4 2023 Feb 09, 2024	BUY	$257.23 - $286.28 $73,053 - $81,303	284 Added 2.39%	12,169 $3.48 Million
Q3 2023 Oct 30, 2023	SELL	$270.07 - $286.44 $804,538 - $853,304	-2,979 Reduced 20.04%	11,885 $3.21 Million
Q2 2023 Jul 13, 2023	BUY	$267.13 - $285.74 $900,495 - $963,229	3,371 Added 29.33%	14,864 $4.17 Million
Q1 2023 Apr 14, 2023	BUY	$260.66 - $283.72 $3 Million - $3.26 Million	11,493 New	11,493 $3.14 Million
Q3 2022 Nov 08, 2022	BUY	$50.54 - $281.89 $414,377 - $2.31 Million	8,199 Added 96.19%	16,723 $4.23 Million
Q2 2022 Aug 11, 2022	BUY	$249.77 - $300.0 $175,838 - $211,200	704 Added 9.0%	8,524 $2.29 Million
Q1 2022 May 16, 2022	BUY	$266.13 - $297.6 $268,791 - $300,576	1,010 Added 14.83%	7,820 $2.26 Million
Q4 2021 Feb 04, 2022	BUY	$271.82 - $301.88 $1.85 Million - $2.06 Million	6,810 New	6,810 $2.05 Million

Others Institutions Holding IYH

# of Institutions

550

Shares Held

23.5M

Call Options Held

26K

Put Options Held

500

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About ISHARES TR

Ticker IYH
Sector ETFs
Industry ETFs

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Congress Wealth Management LLC Ishares Tr Transaction History