Congress Wealth Management LLC Ishares Russell Midcap Value E Transaction History

Congress Wealth Management LLC

  • $7.9 Billion
  • Q1 2025

A detailed history of Congress Wealth Management LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Congress Wealth Management LLC holds 10,580 shares of IWS stock, worth $1.35 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
10,580
Previous 6,200 70.65%
Holding current value
$1.35 Million
Previous $801,000 66.29%
% of portfolio
0.02%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$122.59 - $135.24 $536,944 - $592,351
4,380 Added 70.65%
10,580 $1.33 Million
Q4 2024

Feb 11, 2025
BUY
$128.08 - $140.32 $102,464 - $112,256
800 Added 14.81%
6,200 $801,000
Q3 2024

Nov 12, 2024
SELL
$119.52 - $132.25 $279,676 - $309,465
-2,340 Reduced 30.23%
5,400 $714,000
Q2 2024

Aug 13, 2024
BUY
$117.31 - $125.13 $692,832 - $739,017
5,906 Added 322.03%
7,740 $934,000
Q1 2024

Apr 18, 2024
SELL
$112.43 - $125.33 $26,645 - $29,703
-237 Reduced 11.44%
1,834 $229,000
Q4 2023

Feb 09, 2024
BUY
$97.63 - $117.08 $3,514 - $4,214
36 Added 1.77%
2,071 $240,000
Q3 2023

Oct 30, 2023
SELL
$103.48 - $114.68 $2,380 - $2,637
-23 Reduced 1.12%
2,035 $212,000
Q4 2022

Feb 02, 2023
SELL
$96.57 - $111.69 $3,959 - $4,579
-41 Reduced 1.95%
2,058 $216,000
Q2 2022

Aug 11, 2022
BUY
$99.42 - $121.64 $3,280 - $4,014
33 Added 1.6%
2,099 $213,000
Q1 2022

May 16, 2022
BUY
$112.23 - $123.59 $21,323 - $23,482
190 Added 10.13%
2,066 $247,000
Q4 2021

Feb 04, 2022
BUY
$114.04 - $122.75 $213,939 - $230,279
1,876 New
1,876 $229,000

Others Institutions Holding IWS

# of Institutions
1,023
Shares Held
97.6M
Call Options Held
9.5K
Put Options Held
0
View Full List

About ISHARES RUSSELL MIDCAP VALUE E

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