Congress Wealth Management LLC Ishares Tr Russell 1000 ETF Transaction History
Congress Wealth Management LLC
- $7.2 Billion
- Q3 2024
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 $806,133. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,451
Previous 2,360
3.86%
Holding current value
$806,133
Previous $702,000
9.69%
% of portfolio
0.01%
Previous 0.01%
Shares
10 transactions
Others Institutions Holding IWB
# of Institutions
1,373Shares Held
93.2MCall Options Held
221KPut Options Held
52.5K-
Jones Financial Companies Lllp9.28MShares$3.05 Billion3.0% of portfolio
-
Envestnet Asset Management Inc4.26MShares$1.4 Billion0.44% of portfolio
-
Bank Of America Corp Charlotte, NC3.64MShares$1.2 Billion0.1% of portfolio
-
M&T Bank Corp3.11MShares$1.02 Billion3.25% of portfolio
-
Morgan Stanley New York, NY2.82MShares$928 Million0.07% of portfolio