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 45,835 shares of IYH stock, worth $2.76 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
45,835
Previous 42,963
6.68%
Holding current value
$2.76 Million
Previous $2.63 Million
13.18%
% of portfolio
0.04%
Previous 0.04%
Shares
11 transactions
Others Institutions Holding IYH
# of Institutions
550Shares Held
23.5MCall Options Held
26KPut Options Held
500-
Morgan Stanley New York, NY2.17MShares$131 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.75MShares$105 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.6MShares$96.6 Million0.05% of portfolio
-
Ubs Group Ag1.48MShares$88.9 Million0.02% of portfolio
-
Northwestern Mutual Wealth Management CO1.18MShares$70.9 Million0.07% of portfolio