Congress Wealth Management LLC Ishares Barclays Transaction History

Congress Wealth Management LLC

  • $7.2 Billion
  • Q3 2024

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 09, 2024
SELL
$88.95 - $97.0 $219,261 - $239,105
-2,465 Reduced 41.94%
3,412 $328,000
Q3 2023

Oct 30, 2023
SELL
$91.32 - $97.13 $456 - $485
-5 Reduced 0.09%
5,877 $538,000
Q2 2023

Jul 13, 2023
SELL
$96.39 - $100.48 $545,471 - $568,616
-5,659 Reduced 49.03%
5,882 $568,000
Q1 2023

Apr 14, 2023
SELL
$94.41 - $100.02 $459,493 - $486,797
-4,867 Reduced 29.66%
11,541 $1.14 Million
Q4 2022

Feb 02, 2023
SELL
$92.93 - $99.14 $113 Million - $120 Million
-1,212,368 Reduced 98.66%
16,408 $1.57 Million
Q3 2022

Nov 08, 2022
BUY
$94.56 - $105.6 $12.9 Million - $14.4 Million
136,058 Added 12.45%
1,228,776 $118 Million
Q2 2022

Aug 11, 2022
BUY
$98.15 - $106.65 $7.7 Million - $8.37 Million
78,452 Added 7.73%
1,092,718 $112 Million
Q1 2022

May 16, 2022
BUY
$106.08 - $113.93 $37.5 Million - $40.2 Million
353,147 Added 53.42%
1,014,266 $109 Million
Q4 2021

Feb 04, 2022
BUY
$113.55 - $116.36 $75.1 Million - $76.9 Million
661,119 New
661,119 $76 Million

Others Institutions Holding IEF

# of Institutions
1,051
Shares Held
280M
Call Options Held
13.2M
Put Options Held
13.9M
View Full List

About ISHARES BARCLAYS

IEF Quotes by TradingView
  • Ticker IEF
  • Sector ETFs
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More about IEF
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