Congress Wealth Management LLC Ishares Msci Frontier And Sele Transaction History

Congress Wealth Management LLC

$7.2 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 13, 2024	SELL	$26.95 - $28.79 $10,860 - $11,602	-403 Reduced 0.65%	61,335 $1.68 Million
Q1 2024 Apr 18, 2024	SELL	$25.75 - $28.65 $87,241 - $97,066	-3,388 Reduced 5.2%	61,738 $1.77 Million
Q4 2023 Feb 09, 2024	BUY	$24.54 - $26.88 $52,638 - $57,657	2,145 Added 3.41%	65,126 $1.71 Million
Q3 2023 Oct 30, 2023	SELL	$25.61 - $28.27 $301,429 - $332,737	-11,770 Reduced 15.75%	62,981 $1.63 Million
Q2 2023 Jul 13, 2023	SELL	$24.92 - $25.96 $67,607 - $70,429	-2,713 Reduced 3.5%	74,751 $1.93 Million
Q1 2023 Apr 14, 2023	BUY	$24.45 - $27.03 $42,640 - $47,140	1,744 Added 2.3%	77,464 $1.98 Million
Q4 2022 Feb 02, 2023	BUY	$23.26 - $26.55 $44,124 - $50,365	1,897 Added 2.57%	75,720 $1.93 Million
Q3 2022 Nov 08, 2022	BUY	$24.35 - $28.31 $43,489 - $50,561	1,786 Added 2.48%	73,823 $1.8 Million
Q2 2022 Aug 11, 2022	SELL	$26.74 - $33.56 $27,461 - $34,466	-1,027 Reduced 1.41%	72,037 $1.93 Million
Q1 2022 May 16, 2022	SELL	$31.85 - $35.2 $1.2 Million - $1.33 Million	-37,728 Reduced 34.05%	73,064 $2.38 Million
Q4 2021 Feb 04, 2022	BUY	$33.86 - $36.36 $3.75 Million - $4.03 Million	110,792 New	110,792 $3.82 Million

Others Institutions Holding FM

# of Institutions

84

Shares Held

1.99M

Call Options Held

3.4K

Put Options Held

100

About ISHARES MSCI FRONTIER AND SELE

Ticker FM
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