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 5,544 shares of IYY stock, worth $809,922. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,544

Holding current value

$809,922

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 12, 2024	BUY	$125.77 - $139.59 $697,268 - $773,886	5,544 New	5,544 $773,000

Others Institutions Holding IYY

# of Institutions

254

Shares Held

3.48M

Call Options Held

6.6K

Put Options Held

Morgan Stanley New York, NY

469K
Shares

$68.6 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

336K
Shares

$49 Million
0.02% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

167K
Shares

$24.5 Million
0.01% of portfolio
Savant Capital, LLC

162K
Shares

$23.6 Million
0.19% of portfolio
Sharp Financial Services, LLC Horsham, PA

133K
Shares

$19.4 Million
14.3% of portfolio

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About ISHARES TR

Ticker IYY
Sector ETFs
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Congress Wealth Management LLC Ishares Tr Transaction History