Congress Wealth Management LLC Ishares Tr Transaction History

Congress Wealth Management LLC

  • $7.2 Billion
  • Q3 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 $348,518. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,072
Previous 3,072 -0.0%
Holding current value
$348,518
Previous $290,000 10.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 13, 2024
BUY
$89.39 - $96.85 $2,234 - $2,421
25 Added 0.82%
3,072 $290,000
Q1 2024

Apr 18, 2024
BUY
$83.91 - $95.65 $44,556 - $50,790
531 Added 21.1%
3,047 $291,000
Q4 2023

Feb 09, 2024
BUY
$70.7 - $85.68 $177,881 - $215,570
2,516 New
2,516 $214,000
Q3 2022

Nov 08, 2022
SELL
$67.55 - $79.83 $10,132 - $11,974
-150 Reduced 4.19%
3,434 $231,000
Q4 2021

Feb 04, 2022
BUY
$83.02 - $90.24 $297,543 - $323,420
3,584 New
3,584 $310,000

Others Institutions Holding IYF

# of Institutions
402
Shares Held
15.7M
Call Options Held
10.6K
Put Options Held
500
View Full List

About ISHARES TR

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