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 59,533 shares of MBB stock, worth $5.5 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
59,533
Previous 59,083 0.76%
Holding current value
$5.5 Million
Previous $5.42 Million 5.14%
% of portfolio
0.08%
Previous 0.09%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$90.85 - $96.66 $40,882 - $43,497
450 Added 0.76%
59,533 $5.7 Million
Q2 2024

Aug 13, 2024
BUY
$89.41 - $92.64 $62,408 - $64,662
698 Added 1.2%
59,083 $5.42 Million
Q1 2024

Apr 18, 2024
BUY
$91.2 - $93.98 $31,372 - $32,329
344 Added 0.59%
58,385 $5.4 Million
Q4 2023

Feb 09, 2024
SELL
$85.82 - $94.55 $67,025 - $73,843
-781 Reduced 1.33%
58,041 $5.46 Million
Q3 2023

Oct 30, 2023
BUY
$88.51 - $93.81 $224,107 - $237,526
2,532 Added 4.5%
58,822 $5.22 Million
Q2 2023

Jul 13, 2023
SELL
$92.54 - $95.74 $145,102 - $150,120
-1,568 Reduced 2.71%
56,290 $5.25 Million
Q1 2023

Apr 14, 2023
BUY
$91.7 - $96.45 $54,011 - $56,809
589 Added 1.03%
57,858 $5.48 Million
Q4 2022

Feb 02, 2023
BUY
$88.67 - $95.44 $378,177 - $407,051
4,265 Added 8.05%
57,269 $5.31 Million
Q3 2022

Nov 08, 2022
SELL
$90.51 - $100.53 $39,281 - $43,630
-434 Reduced 0.81%
53,004 $4.86 Million
Q2 2022

Aug 11, 2022
BUY
$94.4 - $101.46 $295,944 - $318,077
3,135 Added 6.23%
53,438 $5.21 Million
Q1 2022

May 16, 2022
SELL
$100.79 - $107.06 $2.24 Million - $2.38 Million
-22,244 Reduced 30.66%
50,303 $5.12 Million
Q4 2021

Feb 04, 2022
BUY
$107.03 - $108.32 $7.76 Million - $7.86 Million
72,547 New
72,547 $7.79 Million

Others Institutions Holding MBB

# of Institutions
935
Shares Held
322M
Call Options Held
242K
Put Options Held
1.34M
View Full List

About ISHARES TR

MBB Quotes by TradingView
  • Ticker MBB
  • Sector ETFs
  • Industry ETFs
More about MBB
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