Congress Wealth Management LLC Ishares Russell 1000 Val ETF Transaction History
Congress Wealth Management LLC
- $7.2 Billion
- Q3 2024
A detailed history of Congress Wealth Management LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 85,499 shares of IWD stock, worth $16.6 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
85,499
Previous 188,957
54.75%
Holding current value
$16.6 Million
Previous $33 Million
50.78%
% of portfolio
0.23%
Previous 0.54%
Shares
11 transactions
Others Institutions Holding IWD
# of Institutions
1,714Shares Held
256MCall Options Held
606KPut Options Held
653K-
Bank Of America Corp Charlotte, NC49.4MShares$9.57 Billion0.79% of portfolio
-
Morgan Stanley New York, NY31.9MShares$6.18 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.2MShares$2.95 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.34MShares$1.81 Billion3.64% of portfolio
-
Jpmorgan Chase & CO New York, NY8.58MShares$1.66 Billion0.13% of portfolio