Congress Wealth Management LLC Ishares Tr Transaction History

Congress Wealth Management LLC

$7.9 Billion
Q1 2025

A detailed history of Congress Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Congress Wealth Management LLC holds 14,724 shares of IFRA stock, worth $732,813. This represents 0.01% of its overall portfolio holdings.

Number of Shares

14,724

Previous 11,339 29.85%

Holding current value

$732,813

Previous $524,000 26.53%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$44.8 - $49.25 $151,648 - $166,711	3,385 Added 29.85%	14,724 $663,000
Q4 2024 Feb 11, 2025	BUY	$45.94 - $51.71 $140,117 - $157,715	3,050 Added 36.8%	11,339 $524,000
Q3 2024 Nov 12, 2024	SELL	$41.55 - $46.97 $138,777 - $156,879	-3,340 Reduced 28.72%	8,289 $389,000
Q2 2024 Aug 13, 2024	SELL	$41.22 - $44.87 $12,366 - $13,461	-300 Reduced 2.51%	11,629 $489,000
Q1 2024 Apr 18, 2024	BUY	$38.14 - $43.36 $5,263 - $5,983	138 Added 1.17%	11,929 $517,000
Q4 2023 Feb 09, 2024	BUY	$34.58 - $40.63 $88,317 - $103,769	2,554 Added 27.65%	11,791 $474,000
Q3 2023 Oct 30, 2023	BUY	$36.59 - $40.45 $337,981 - $373,636	9,237 New	9,237 $337,000

Others Institutions Holding IFRA

# of Institutions

408

Shares Held

31.4M

Call Options Held

800

Put Options Held

239

View Full List

About ISHARES TR

Ticker IFRA
Sector ETFs
Industry ETFs

More about IFRA

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Congress Wealth Management LLC Ishares Tr Transaction History