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 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares

778,257

Previous 150,117 418.43%

Holding current value

$51 Million

Previous $8.78 Million 452.14%

% of portfolio

0.67%

Previous 0.14%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$57.32 - $62.65 $36 Million - $39.4 Million	628,140 Added 418.43%	778,257 $48.5 Million
Q2 2024 Aug 13, 2024	SELL	$56.43 - $60.79 $196,207 - $211,366	-3,477 Reduced 2.26%	150,117 $8.78 Million
Q1 2024 Apr 18, 2024	BUY	$56.98 - $284.98 $7.52 Million - $37.6 Million	131,948 Added 609.57%	153,594 $9.33 Million
Q4 2023 Feb 09, 2024	BUY	$232.04 - $279.85 $881,055 - $1.06 Million	3,797 Added 21.27%	21,646 $6 Million
Q3 2023 Oct 30, 2023	BUY	$246.15 - $272.4 $347,317 - $384,356	1,411 Added 8.58%	17,849 $4.45 Million
Q2 2023 Jul 13, 2023	SELL	$240.22 - $261.48 $766,782 - $834,644	-3,192 Reduced 16.26%	16,438 $4.3 Million
Q1 2023 Apr 14, 2023	SELL	$237.25 - $271.72 $1.06 Million - $1.21 Million	-4,471 Reduced 18.55%	19,630 $4.91 Million
Q4 2022 Feb 02, 2023	BUY	$44.74 - $257.0 $73,060 - $419,681	1,633 Added 7.27%	24,101 $5.83 Million
Q3 2022 Nov 08, 2022	BUY	$43.85 - $263.28 $49,594 - $297,769	1,131 Added 5.3%	22,468 $4.93 Million
Q2 2022 Aug 11, 2022	SELL	$219.07 - $270.08 $201,544 - $248,473	-920 Reduced 4.13%	21,337 $4.83 Million
Q1 2022 May 16, 2022	SELL	$251.21 - $285.37 $1.26 Million - $1.43 Million	-5,018 Reduced 18.4%	22,257 $5.97 Million
Q4 2021 Feb 04, 2022	BUY	$265.81 - $290.54 $7.25 Million - $7.92 Million	27,275 New	27,275 $7.72 Million

Others Institutions Holding IJH

# of Institutions

2,432

Shares Held

1.04B

Call Options Held

702K

Put Options Held

43.2K

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About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

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Congress Wealth Management LLC Ishares Core S&P Mid Cap ETF Transaction History