A detailed history of Congress Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Congress Wealth Management LLC holds 283,760 shares of IEFA stock, worth $20.4 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
283,760
Previous 298,529 4.95%
Holding current value
$20.4 Million
Previous $21.7 Million 2.13%
% of portfolio
0.31%
Previous 0.35%

Shares

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

Nov 12, 2024

SELL
$70.09 - $78.74 $1.04 Million - $1.16 Million
-14,769 Reduced 4.95%
283,760 $22.1 Million
Q2 2024

Aug 13, 2024

BUY
$70.77 - $76.19 $990,709 - $1.07 Million
13,999 Added 4.92%
298,529 $21.7 Million
Q1 2024

Apr 18, 2024

BUY
$68.14 - $74.43 $46,471 - $50,761
682 Added 0.24%
284,530 $21.1 Million
Q4 2023

Feb 09, 2024

BUY
$61.3 - $70.47 $5,823 - $6,694
95 Added 0.03%
283,848 $20 Million
Q3 2023

Oct 30, 2023

BUY
$64.04 - $69.58 $238,549 - $259,185
3,725 Added 1.33%
283,753 $18.3 Million
Q2 2023

Jul 13, 2023

SELL
$66.03 - $69.1 $499,252 - $522,465
-7,561 Reduced 2.63%
280,028 $18.9 Million
Q1 2023

Apr 14, 2023

SELL
$62.17 - $67.7 $50,295 - $54,769
-809 Reduced 0.28%
287,589 $19.2 Million
Q4 2022

Feb 02, 2023

SELL
$52.35 - $63.65 $2.28 Million - $2.78 Million
-43,639 Reduced 13.14%
288,398 $17.8 Million
Q3 2022

Nov 08, 2022

SELL
$52.32 - $63.1 $1.28 Million - $1.55 Million
-24,548 Reduced 6.88%
332,037 $17.5 Million
Q2 2022

Aug 11, 2022

SELL
$57.91 - $70.46 $1.96 Million - $2.38 Million
-33,785 Reduced 8.65%
356,585 $21 Million
Q1 2022

May 16, 2022

BUY
$63.26 - $75.48 $660,624 - $788,237
10,443 Added 2.75%
390,370 $27.1 Million
Q4 2021

Feb 04, 2022

BUY
$72.36 - $77.76 $27.5 Million - $29.5 Million
379,927 New
379,927 $28.4 Million

Others Institutions Holding IEFA

About ISHARES TR


  • Ticker IEFA
  • Sector ETFs
  • Industry ETFs
More about IEFA
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.