Congress Wealth Management LLC Ishares Russell2000 Val ETF Transaction History

Congress Wealth Management LLC

$6.94 Billion
Q4 2024

A detailed history of Congress Wealth Management LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 35,825 shares of IWN stock, worth $5.57 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

35,825

Previous 36,888 2.88%

Holding current value

$5.57 Million

Previous $6.15 Million 4.42%

% of portfolio

0.08%

Previous 0.09%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 11, 2025	SELL	$162.69 - $181.35 $172,939 - $192,775	-1,063 Reduced 2.88%	35,825 $5.88 Million
Q3 2024 Nov 12, 2024	SELL	$150.05 - $171.34 $6.67 Million - $7.62 Million	-44,474 Reduced 54.66%	36,888 $6.15 Million
Q2 2024 Aug 13, 2024	BUY	$146.03 - $158.93 $801,996 - $872,843	5,492 Added 7.24%	81,362 $12.4 Million
Q1 2024 Apr 18, 2024	SELL	$145.61 - $158.81 $30,723 - $33,508	-211 Reduced 0.28%	75,870 $12 Million
Q4 2023 Feb 09, 2024	BUY	$125.51 - $158.2 $125,258 - $157,883	998 Added 1.33%	76,081 $11.8 Million
Q3 2023 Oct 30, 2023	BUY	$133.8 - $151.24 $10 Million - $11.4 Million	75,083 New	75,083 $10.2 Million

Others Institutions Holding IWN

# of Institutions

1,147

Shares Held

60.4M

Call Options Held

540K

Put Options Held

149K

View Full List

About ISHARES RUSSELL2000 VAL ETF

Ticker IWN
Sector ETFs
Industry ETFs

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Congress Wealth Management LLC Ishares Russell2000 Val ETF Transaction History