Congress Wealth Management LLC Ishares Trust Ishares 1 5 Year Transaction History

Congress Wealth Management LLC

  • $6.94 Billion
  • Q4 2024

A detailed history of Congress Wealth Management LLC transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Congress Wealth Management LLC holds 20,435 shares of IGSB stock, worth $1.06 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
20,435
Previous 15,722 29.98%
Holding current value
$1.06 Million
Previous $827,000 27.69%
% of portfolio
0.02%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$51.54 - $52.55 $242,908 - $247,668
4,713 Added 29.98%
20,435 $1.06 Million
Q3 2024

Nov 12, 2024
BUY
$51.02 - $52.74 $425,251 - $439,587
8,335 Added 112.83%
15,722 $827,000
Q2 2024

Aug 13, 2024
SELL
$50.64 - $51.3 $32,814 - $33,242
-648 Reduced 8.06%
7,387 $378,000
Q1 2024

Apr 18, 2024
BUY
$50.95 - $51.48 $23,029 - $23,268
452 Added 5.96%
8,035 $412,000
Q4 2023

Feb 09, 2024
SELL
$49.4 - $51.28 $11,312 - $11,743
-229 Reduced 2.93%
7,583 $388,000
Q3 2023

Oct 30, 2023
BUY
$49.74 - $50.37 $388,568 - $393,490
7,812 New
7,812 $389,000
Q1 2023

Apr 14, 2023
SELL
$49.56 - $50.75 $8,326 - $8,526
-168 Reduced 2.92%
5,582 $282,000
Q4 2022

Feb 02, 2023
SELL
$48.63 - $50.19 $28,205 - $29,110
-580 Reduced 9.16%
5,750 $286,000
Q3 2022

Nov 08, 2022
SELL
$49.08 - $51.27 $4,662 - $4,870
-95 Reduced 1.48%
6,330 $312,000
Q2 2022

Aug 11, 2022
SELL
$49.84 - $51.62 $359,097 - $371,922
-7,205 Reduced 52.86%
6,425 $325,000
Q1 2022

May 16, 2022
BUY
$51.49 - $53.86 $389,161 - $407,073
7,558 Added 124.47%
13,630 $705,000
Q4 2021

Feb 04, 2022
BUY
$53.82 - $54.66 $326,795 - $331,895
6,072 New
6,072 $327,000

Others Institutions Holding IGSB

# of Institutions
1,030
Shares Held
329M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES 1-5 YEAR

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