Congress Wealth Management LLC Ishares Tr Transaction History
Congress Wealth Management LLC
- $6.12 Billion
- Q2 2024
A detailed history of Congress Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Congress Wealth Management LLC holds 3,072 shares of IYF stock, worth $316,968. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,072
Previous 3,047
0.82%
Holding current value
$316,968
Previous $291,000
0.34%
% of portfolio
0.0%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding IYF
# of Institutions
388Shares Held
15.3MCall Options Held
10.6KPut Options Held
500-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa2.05MShares$212 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC1.64MShares$169 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.25MShares$129 Million0.01% of portfolio
-
Phoenix Holdings Ltd. Givatayim, L31.2MShares$123 Million1.81% of portfolio
-
Goldman Sachs Group Inc New York, NY675KShares$69.7 Million0.01% of portfolio