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

Congress Wealth Management LLC

  • $5.64 Billion
  • Q1 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 153,594 shares of IJH stock, worth $8.92 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
153,594
Previous 21,646 609.57%
Holding current value
$8.92 Million
Previous $6 Million 55.51%
% of portfolio
0.17%
Previous 0.11%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$236.61 - $257.0 $386,384 - $419,681
1,633 Added 7.27%
24,101 $5.83 Million
Q3 2022

Nov 08, 2022
BUY
$224.13 - $263.28 $253,491 - $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
2,340
Shares Held
989M
Call Options Held
1.07M
Put Options Held
117K
View Full List

About ISHARES CORE S&P MID-CAP ETF

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