Congress Wealth Management LLC Ishares Tr Transaction History

Congress Wealth Management LLC

  • $6.12 Billion
  • Q2 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 46,968 shares of EMB stock, worth $4.39 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
46,968
Previous 100,115 53.09%
Holding current value
$4.39 Million
Previous $8.98 Million 53.72%
% of portfolio
0.07%
Previous 0.16%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
SELL
$86.66 - $89.88 $4.61 Million - $4.78 Million
-53,147 Reduced 53.09%
46,968 $4.16 Million
Q1 2024

Apr 18, 2024
SELL
$86.49 - $90.08 $128,351 - $133,678
-1,484 Reduced 1.46%
100,115 $8.98 Million
Q4 2023

Feb 09, 2024
SELL
$79.71 - $89.68 $809,295 - $910,521
-10,153 Reduced 9.09%
101,599 $9.05 Million
Q3 2023

Oct 30, 2023
SELL
$82.42 - $87.68 $480,920 - $511,612
-5,835 Reduced 4.96%
111,752 $9.22 Million
Q2 2023

Jul 13, 2023
SELL
$83.9 - $86.54 $650,812 - $671,290
-7,757 Reduced 6.19%
117,587 $10.2 Million
Q1 2023

Apr 14, 2023
SELL
$83.99 - $89.55 $320,505 - $341,722
-3,816 Reduced 2.95%
125,344 $10.8 Million
Q4 2022

Feb 02, 2023
SELL
$77.09 - $87.8 $2.43 Million - $2.77 Million
-31,585 Reduced 19.65%
129,160 $10.9 Million
Q3 2022

Nov 08, 2022
SELL
$78.71 - $90.17 $89,650 - $102,703
-1,139 Reduced 0.7%
160,745 $12.8 Million
Q2 2022

Aug 11, 2022
BUY
$84.66 - $98.11 $267,694 - $310,223
3,162 Added 1.99%
161,884 $13.8 Million
Q1 2022

May 16, 2022
SELL
$93.87 - $107.98 $133,577 - $153,655
-1,423 Reduced 0.89%
158,722 $15.5 Million
Q4 2021

Feb 04, 2022
BUY
$106.57 - $110.92 $17.1 Million - $17.8 Million
160,145 New
160,145 $17.5 Million

Others Institutions Holding EMB

# of Institutions
910
Shares Held
147M
Call Options Held
5.3M
Put Options Held
13.7M
View Full List

About ISHARES TR

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