Congress Wealth Management LLC Ishares Russell 2000 ETF Transaction History
Congress Wealth Management LLC
- $7.2 Billion
- Q3 2024
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 8,016 shares of IWM stock, worth $1.78 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
8,016
Previous 2,408
232.89%
Holding current value
$1.78 Million
Previous $488,000
262.7%
% of portfolio
0.02%
Previous 0.01%
Shares
12 transactions
Others Institutions Holding IWM
# of Institutions
2,663Shares Held
308MCall Options Held
232MPut Options Held
524M-
Bank Of America Corp Charlotte, NC40.2MShares$8.91 Billion0.75% of portfolio
-
Goldman Sachs Group Inc New York, NY22.8MShares$5.06 Billion0.83% of portfolio
-
Morgan Stanley New York, NY18.1MShares$4.02 Billion0.3% of portfolio
-
Wells Fargo & Company San Francisco, CA18.1MShares$4.01 Billion0.92% of portfolio
-
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A611.9MShares$2.65 Billion6.48% of portfolio