Congress Wealth Management LLC Ishares Core S&P Sm 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 Sm Cap ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 390,977 shares of IJR stock, worth $48.3 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
390,977
Previous 116,279
236.24%
Holding current value
$48.3 Million
Previous $12.4 Million
268.71%
% of portfolio
0.64%
Previous 0.2%
Shares
12 transactions
Others Institutions Holding IJR
# of Institutions
2,553Shares Held
501MCall Options Held
840KPut Options Held
258K-
Northwestern Mutual Wealth Management CO36.3MShares$4.49 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC30.4MShares$3.76 Billion0.29% of portfolio
-
Morgan Stanley New York, NY18.2MShares$2.25 Billion0.15% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.19 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$1.99 Billion0.44% of portfolio