A detailed history of Congress Wealth Management LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 2,451 shares of IWB stock, worth $806,599. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,451
Previous 2,360 3.86%
Holding current value
$806,599
Previous $702,000 9.69%
% of portfolio
0.01%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$283.28 - $314.39 $25,778 - $28,609
91 Added 3.86%
2,451 $770,000
Q2 2024

Aug 13, 2024

BUY
$272.21 - $298.72 $48,997 - $53,769
180 Added 8.26%
2,360 $702,000
Q1 2024

Apr 18, 2024

SELL
$257.46 - $288.1 $538,348 - $602,417
-2,091 Reduced 48.96%
2,180 $627,000
Q4 2023

Feb 09, 2024

BUY
$225.16 - $263.17 $674,354 - $788,194
2,995 Added 234.72%
4,271 $1.12 Million
Q2 2023

Jul 13, 2023

SELL
$221.85 - $243.74 $9,983 - $10,968
-45 Reduced 3.41%
1,276 $311,000
Q1 2023

Apr 14, 2023

SELL
$208.78 - $230.55 $5,637 - $6,224
-27 Reduced 2.0%
1,321 $297,000
Q4 2022

Feb 02, 2023

BUY
$196.94 - $224.49 $57,112 - $65,102
290 Added 27.41%
1,348 $283,000
Q2 2022

Aug 11, 2022

SELL
$201.03 - $253.2 $63,123 - $79,504
-314 Reduced 22.89%
1,058 $220,000
Q1 2022

May 16, 2022

SELL
$230.48 - $266.11 $299,393 - $345,676
-1,299 Reduced 48.63%
1,372 $343,000
Q4 2021

Feb 04, 2022

BUY
$241.33 - $266.02 $644,592 - $710,539
2,671 New
2,671 $706,000

Others Institutions Holding IWB

About ISHARES TR RUSSELL 1000 ETF


  • Ticker IWB
  • Sector ETFs
  • Industry ETFs
More about IWB
Track This Portfolio

Track Congress Wealth Management LLC Portfolio

Follow Congress Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Congress Wealth Management LLC , based on Form 13F filings with the SEC.

News

Stay updated on Congress Wealth Management LLC with notifications on news.