Congress Wealth Management LLC Ishares Russell Mid Cap ETF Transaction History

Congress Wealth Management LLC

  • $7.2 Billion
  • Q3 2024

A detailed history of Congress Wealth Management LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 9,853 shares of IWR stock, worth $908,742. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,853
Previous 4,393 124.29%
Holding current value
$908,742
Previous $356,000 143.82%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$79.92 - $88.19 $436,363 - $481,517
5,460 Added 124.29%
9,853 $868,000
Q2 2024

Aug 13, 2024
BUY
$78.66 - $83.59 $46,330 - $49,234
589 Added 15.48%
4,393 $356,000
Q1 2024

Apr 18, 2024
SELL
$75.37 - $84.09 $52,909 - $59,031
-702 Reduced 15.58%
3,804 $319,000
Q4 2023

Feb 09, 2024
BUY
$64.84 - $78.27 $45,517 - $54,945
702 Added 18.45%
4,506 $350,000
Q4 2022

Feb 02, 2023
BUY
$62.09 - $71.89 $7,823 - $9,058
126 Added 3.43%
3,804 $256,000
Q4 2021

Feb 04, 2022
BUY
$78.41 - $85.28 $288,391 - $313,659
3,678 New
3,678 $306,000

Others Institutions Holding IWR

# of Institutions
1,408
Shares Held
340M
Call Options Held
130K
Put Options Held
26.6K
View Full List

About ISHARES RUSSELL MID-CAP ETF

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