A detailed history of Congress Wealth Management LLC transactions in Ishares Msci Emerging Markets stock. As of the latest transaction made, Congress Wealth Management LLC holds 124,442 shares of EEM stock, worth $5.38 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
124,442
Previous 95,502 30.3%
Holding current value
$5.38 Million
Previous $4.07 Million 40.3%
% of portfolio
0.08%
Previous 0.07%

Shares

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

Nov 12, 2024

BUY
$40.42 - $46.7 $1.17 Million - $1.35 Million
28,940 Added 30.3%
124,442 $5.71 Million
Q2 2024

Aug 13, 2024

BUY
$39.71 - $43.79 $423,229 - $466,713
10,658 Added 12.56%
95,502 $4.07 Million
Q1 2024

Apr 18, 2024

SELL
$37.68 - $41.36 $3.44 Million - $3.78 Million
-91,342 Reduced 51.84%
84,844 $3.49 Million
Q4 2023

Feb 09, 2024

BUY
$36.53 - $40.3 $3.26 Million - $3.6 Million
89,220 Added 102.59%
176,186 $7.08 Million
Q3 2023

Oct 30, 2023

BUY
$37.76 - $41.95 $1.32 Million - $1.46 Million
34,865 Added 66.92%
86,966 $3.3 Million
Q2 2023

Jul 13, 2023

SELL
$38.19 - $41.02 $176,705 - $189,799
-4,627 Reduced 8.16%
52,101 $2.06 Million
Q1 2023

Apr 14, 2023

SELL
$37.27 - $42.5 $5.24 Million - $5.97 Million
-140,520 Reduced 71.24%
56,728 $2.24 Million
Q4 2022

Feb 02, 2023

BUY
$33.93 - $39.54 $5.17 Million - $6.03 Million
152,391 Added 339.73%
197,248 $7.48 Million
Q3 2022

Nov 08, 2022

SELL
$34.88 - $41.05 $134,776 - $158,617
-3,864 Reduced 7.93%
44,857 $1.57 Million
Q2 2022

Aug 11, 2022

SELL
$39.4 - $46.71 $64,852 - $76,884
-1,646 Reduced 3.27%
48,721 $1.95 Million
Q1 2022

May 16, 2022

SELL
$41.54 - $50.85 $2.86 Million - $3.5 Million
-68,816 Reduced 57.74%
50,367 $2.28 Million
Q4 2021

Feb 04, 2022

BUY
$47.44 - $52.5 $5.65 Million - $6.26 Million
119,183 New
119,183 $5.82 Million

Others Institutions Holding EEM

About ISHARES MSCI EMERGING MARKETS


  • Ticker EEM
  • Sector ETFs
  • Industry Closed-End Fund - Foreign
More about EEM
Track This Portfolio

Track Congress Wealth Management LLC Portfolio

Follow Congress Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Congress Wealth Management LLC , based on Form 13F filings with the SEC.

News

Stay updated on Congress Wealth Management LLC with notifications on news.