Congress Wealth Management LLC Ishares Russell 2000 ETF Transaction History
Congress Wealth Management LLC
- $6.12 Billion
- Q2 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 2,408 shares of IWM stock, worth $539,319. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,408
Previous 1,989
21.07%
Holding current value
$539,319
Previous $418,000
16.75%
% of portfolio
0.01%
Previous 0.01%
Shares
11 transactions
Others Institutions Holding IWM
# of Institutions
2,544Shares Held
294MCall Options Held
232MPut Options Held
363M-
Bank Of America Corp Charlotte, NC34MShares$7.6 Billion0.62% of portfolio
-
Goldman Sachs Group Inc New York, NY22.4MShares$5.02 Billion0.78% of portfolio
-
Wells Fargo & Company San Francisco, CA20.7MShares$4.64 Billion1.03% of portfolio
-
Morgan Stanley New York, NY18.3MShares$4.09 Billion0.29% of portfolio
-
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A610.6MShares$2.38 Billion6.35% of portfolio