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 42,963 shares of IYH stock, worth $2.83 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
42,963
Previous 61,021
29.59%
Holding current value
$2.83 Million
Previous $3.78 Million
30.32%
% of portfolio
0.04%
Previous 0.07%
Shares
10 transactions
Others Institutions Holding IYH
# of Institutions
532Shares Held
24MCall Options Held
30KPut Options Held
200-
Morgan Stanley New York, NY2.15MShares$142 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.86MShares$123 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.54MShares$102 Million0.05% of portfolio
-
Ubs Group Ag1.48MShares$97.7 Million0.02% of portfolio
-
Royal Bank Of Canada Toronto, A61.29MShares$85.3 Million0.02% of portfolio