Congress Wealth Management LLC Ishares Russell 1000 Gr ETF Transaction History

Congress Wealth Management LLC

$5.64 Billion
Q1 2024

A detailed history of Congress Wealth Management LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 148,289 shares of IWF stock, worth $56.1 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares

148,289

Previous 157,026 5.56%

Holding current value

$56.1 Million

Previous $47.6 Million 4.99%

% of portfolio

0.89%

Previous 0.89%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 18, 2024	SELL	$294.43 - $339.01 $2.57 Million - $2.96 Million	-8,737 Reduced 5.56%	148,289 $50 Million
Q4 2023 Feb 09, 2024	BUY	$256.94 - $304.21 $2.31 Million - $2.74 Million	9,004 Added 6.08%	157,026 $47.6 Million
Q3 2023 Oct 30, 2023	BUY	$263.8 - $285.38 $37.2 Million - $40.3 Million	141,187 Added 2065.65%	148,022 $39.4 Million
Q2 2023 Jul 13, 2023	SELL	$239.31 - $275.18 $433,390 - $498,350	-1,811 Reduced 20.95%	6,835 $1.88 Million
Q1 2023 Apr 14, 2023	SELL	$209.92 - $244.33 $7.6 Million - $8.84 Million	-36,196 Reduced 80.72%	8,646 $2.11 Million

Q4 2022 Feb 02, 2023	BUY	$210.27 - $232.89 $6.64 Million - $7.35 Million	31,568 Added 237.82%	44,842 $9.61 Million
Q3 2022 Nov 08, 2022	BUY	N/A	6,335 Added 91.3%	13,274 $2.79 Million
Q2 2022 Aug 11, 2022	SELL	N/A	-1,012 Reduced 12.73%	6,939 $1.52 Million
Q1 2022 May 16, 2022	SELL	N/A	-5,013 Reduced 38.67%	7,951 $2.21 Million
Q4 2021 Feb 04, 2022	BUY	N/A	12,964 New	12,964 $3.96 Million

Others Institutions Holding IWF

# of Institutions

2,064

Shares Held

201M

Call Options Held

346K

Put Options Held

74K

View Full List

About ISHARES RUSSELL 1000 GR ETF

Ticker IWF
Sector ETFs
Industry ETFs

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Congress Wealth Management LLC Ishares Russell 1000 Gr ETF Transaction History