Congress Wealth Management LLC Ishares Core S&P Mid Cap ETF Transaction History
Congress Wealth Management LLC
- $7.2 Billion
- Q3 2024
A detailed history of Congress Wealth Management LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 778,257 shares of IJH stock, worth $51.9 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
778,257
Previous 150,117
418.43%
Holding current value
$51.9 Million
Previous $8.78 Million
452.14%
% of portfolio
0.67%
Previous 0.14%
Shares
12 transactions
Others Institutions Holding IJH
# of Institutions
2,462Shares Held
1.05BCall Options Held
888KPut Options Held
55.6K-
Northwestern Mutual Wealth Management CO107MShares$7.14 Billion5.95% of portfolio
-
Bank Of America Corp Charlotte, NC65.1MShares$4.34 Billion0.34% of portfolio
-
Wells Fargo & Company San Francisco, CA47.7MShares$3.18 Billion0.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC41.2MShares$2.75 Billion1.18% of portfolio
-
Jpmorgan Chase & CO New York, NY38.1MShares$2.54 Billion0.19% of portfolio