Congress Wealth Management LLC Ishares Russell 2000 ETF Transaction History

Congress Wealth Management LLC

$7.9 Billion
Q1 2025

A detailed history of Congress Wealth Management LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 30,896 shares of IWM stock, worth $6.42 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

30,896

Previous 8,544 261.61%

Holding current value

$6.42 Million

Previous $1.89 Million 226.6%

% of portfolio

0.08%

Previous 0.03%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$198.1 - $229.79 $4.43 Million - $5.14 Million	22,352 Added 261.61%	30,896 $6.16 Million
Q4 2024 Feb 11, 2025	BUY	$216.13 - $242.4 $114,116 - $127,987	528 Added 6.59%	8,544 $1.89 Million
Q3 2024 Nov 12, 2024	BUY	$200.87 - $224.6 $1.13 Million - $1.26 Million	5,608 Added 232.89%	8,016 $1.77 Million
Q2 2024 Aug 13, 2024	BUY	$192.84 - $209.44 $80,799 - $87,755	419 Added 21.07%	2,408 $488,000
Q1 2024 Apr 18, 2024	SELL	$189.48 - $210.3 $101,750 - $112,931	-537 Reduced 21.26%	1,989 $418,000
Q4 2023 Feb 09, 2024	BUY	$162.21 - $204.82 $84,835 - $107,120	523 Added 26.11%	2,526 $506,000
Q3 2023 Oct 30, 2023	BUY	$174.36 - $198.71 $32,430 - $36,960	186 Added 10.24%	2,003 $354,000
Q2 2023 Jul 13, 2023	SELL	$170.4 - $187.93 $18,744 - $20,672	-110 Reduced 5.71%	1,817 $340,000
Q1 2023 Apr 14, 2023	SELL	$170.25 - $198.32 $1.02 Million - $1.19 Million	-5,981 Reduced 75.63%	1,927 $343,000
Q4 2022 Feb 02, 2023	BUY	$166.81 - $188.05 $994,020 - $1.12 Million	5,959 Added 305.75%	7,908 $1.38 Million
Q3 2022 Nov 08, 2022	BUY	$164.17 - $201.07 $21,998 - $26,943	134 Added 7.38%	1,949 $322,000
Q2 2022 Aug 11, 2022	SELL	$163.9 - $207.91 $32,288 - $40,958	-197 Reduced 9.79%	1,815 $307,000
Q1 2022 May 16, 2022	SELL	$191.52 - $225.32 $93,844 - $110,406	-490 Reduced 19.58%	2,012 $413,000
Q4 2021 Feb 04, 2022	BUY	$212.12 - $242.56 $530,724 - $606,885	2,502 New	2,502 $557,000

Others Institutions Holding IWM

# of Institutions

2,854

Shares Held

319M

Call Options Held

230M

Put Options Held

543M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

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Congress Wealth Management LLC Ishares Russell 2000 ETF Transaction History