Congress Wealth Management LLC Ishares Biotechnology ETF Transaction History

Congress Wealth Management LLC

  • $7.2 Billion
  • Q3 2024

A detailed history of Congress Wealth Management LLC transactions in Ishares Biotechnology ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 2,175 shares of IBB stock, worth $296,017. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,175
Previous 1,560 39.42%
Holding current value
$296,017
Previous $214,000 47.66%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2024
BUY
$135.09 - $149.47 $83,080 - $91,924
615 Added 39.42%
2,175 $316,000
Q2 2024

Aug 13, 2024
SELL
$124.64 - $139.96 $9,348 - $10,497
-75 Reduced 4.59%
1,560 $214,000
Q1 2024

Apr 18, 2024
SELL
$132.3 - $140.89 $19,977 - $21,274
-151 Reduced 8.45%
1,635 $224,000
Q4 2023

Feb 09, 2024
SELL
$112.41 - $137.03 $42,940 - $52,345
-382 Reduced 17.62%
1,786 $242,000
Q3 2023

Oct 30, 2023
BUY
$122.27 - $131.47 $265,081 - $285,026
2,168 New
2,168 $265,000

Others Institutions Holding IBB

# of Institutions
1,009
Shares Held
33.5M
Call Options Held
4M
Put Options Held
6.48M
View Full List

About ISHARES BIOTECHNOLOGY ETF

IBB Quotes by TradingView
  • Ticker IBB
  • Sector ETFs
  • Industry ETFs
More about IBB
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.

Choose your preferred platform and Sign Up 👇 Telegram Email