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 $352,727. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,072
Previous 3,072
-0.0%
Holding current value
$352,727
Previous $290,000
10.0%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding IYF
# of Institutions
408Shares Held
18MCall Options Held
19.7KPut Options Held
3.9K-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa1.99MShares$228 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC1.67MShares$191 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.28MShares$147 Million0.01% of portfolio
-
Phoenix Holdings Ltd. Givatayim, L31.2MShares$137 Million1.87% of portfolio
-
Manufacturers Life Insurance Company, The Toronto, A6769KShares$88.3 Million0.07% of portfolio