Congress Wealth Management LLC Ishares Tr Transaction History

Congress Wealth Management LLC

  • $6.94 Billion
  • Q4 2024

A detailed history of Congress Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Congress Wealth Management LLC holds 11,339 shares of IFRA stock, worth $517,738. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,339
Previous 8,289 36.8%
Holding current value
$517,738
Previous $389,000 34.7%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
485
Shares Held
52.4M
Call Options Held
1K
Put Options Held
100
View Full List

About ISHARES TR

IFRA Quotes by TradingView
  • Ticker IFRA
  • Sector ETFs
  • Industry ETFs
More about IFRA
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