Congress Wealth Management LLC Ishares Russell Mid Cap Growth Transaction History

Congress Wealth Management LLC

  • $6.12 Billion
  • Q2 2024

A detailed history of Congress Wealth Management LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Congress Wealth Management LLC holds 5,595 shares of IWP stock, worth $655,957. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,595
Previous 3,625 54.34%
Holding current value
$655,957
Previous $413,000 49.39%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
BUY
$105.7 - $113.43 $208,229 - $223,457
1,970 Added 54.34%
5,595 $617,000
Q1 2024

Apr 18, 2024
SELL
$100.66 - $114.14 $15.7 Million - $17.8 Million
-155,901 Reduced 97.73%
3,625 $413,000
Q4 2023

Feb 09, 2024
BUY
$85.66 - $105.12 $11.4 Million - $14 Million
133,419 Added 511.05%
159,526 $16.7 Million
Q3 2023

Oct 30, 2023
BUY
$89.97 - $100.32 $1.98 Million - $2.21 Million
22,030 Added 540.35%
26,107 $2.38 Million
Q2 2023

Jul 13, 2023
SELL
$87.72 - $96.63 $181,755 - $200,217
-2,072 Reduced 33.7%
4,077 $393,000
Q1 2023

Apr 14, 2023
SELL
$82.89 - $94.68 $11.2 Million - $12.8 Million
-135,618 Reduced 95.66%
6,149 $559,000
Q4 2022

Feb 02, 2023
BUY
$77.4 - $89.88 $9.38 Million - $10.9 Million
121,232 Added 590.37%
141,767 $11.9 Million
Q3 2022

Nov 08, 2022
BUY
$78.02 - $94.38 $1.13 Million - $1.37 Million
14,526 Added 241.74%
20,535 $1.61 Million
Q2 2022

Aug 11, 2022
BUY
$75.41 - $102.47 $115,754 - $157,291
1,535 Added 34.31%
6,009 $476,000
Q1 2022

May 16, 2022
SELL
$89.52 - $114.03 $3.61 Million - $4.59 Million
-40,286 Reduced 90.0%
4,474 $450,000
Q4 2021

Feb 04, 2022
BUY
$109.8 - $123.28 $4.91 Million - $5.52 Million
44,760 New
44,760 $5.16 Million

Others Institutions Holding IWP

# of Institutions
1,071
Shares Held
104M
Call Options Held
63.5K
Put Options Held
1.4K
View Full List

About ISHARES RUSSELL MID-CAP GROWTH

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