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 $806,599. 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
Others Institutions Holding IWB
# of Institutions
1,359Shares Held
92.9MCall Options Held
56.9KPut Options Held
46K-
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, NC3.65MShares$1.2 Billion0.1% of portfolio
-
M&T Bank Corp3.16MShares$1.04 Billion3.23% of portfolio
-
Morgan Stanley New York, NY2.8MShares$921 Million0.07% of portfolio