Congress Wealth Management LLC Ishares Russell2000 Val ETF Transaction History

Congress Wealth Management LLC

  • $6.12 Billion
  • Q2 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 81,362 shares of IWN stock, worth $13.4 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
81,362
Previous 75,870 7.24%
Holding current value
$13.4 Million
Previous $12 Million 2.85%
% of portfolio
0.2%
Previous 0.21%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
999
Shares Held
59.4M
Call Options Held
280K
Put Options Held
140K
View Full List

About ISHARES RUSSELL2000 VAL ETF

IWN Quotes by TradingView
  • Ticker IWN
  • Sector ETFs
  • Industry ETFs
More about IWN
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