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 $2.85 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
45,835
Previous 42,963 6.68%
Holding current value
$2.85 Million
Previous $2.63 Million 13.18%
% of portfolio
0.04%
Previous 0.04%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$60.29 - $66.38 $173,152 - $190,643
2,872 Added 6.68%
45,835 $2.98 Million
Q2 2024

Aug 13, 2024

SELL
$58.05 - $61.75 $1.05 Million - $1.12 Million
-18,058 Reduced 29.59%
42,963 $2.63 Million
Q1 2024

Apr 18, 2024

BUY
$60.83 - $309.78 $2.97 Million - $15.1 Million
48,852 Added 401.45%
61,021 $3.78 Million
Q4 2023

Feb 09, 2024

BUY
$257.23 - $286.28 $73,053 - $81,303
284 Added 2.39%
12,169 $3.48 Million
Q3 2023

Oct 30, 2023

SELL
$270.07 - $286.44 $804,538 - $853,304
-2,979 Reduced 20.04%
11,885 $3.21 Million
Q2 2023

Jul 13, 2023

BUY
$267.13 - $285.74 $900,495 - $963,229
3,371 Added 29.33%
14,864 $4.17 Million
Q1 2023

Apr 14, 2023

BUY
$260.66 - $283.72 $3 Million - $3.26 Million
11,493 New
11,493 $3.14 Million
Q3 2022

Nov 08, 2022

BUY
$50.54 - $281.89 $414,377 - $2.31 Million
8,199 Added 96.19%
16,723 $4.23 Million
Q2 2022

Aug 11, 2022

BUY
$249.77 - $300.0 $175,838 - $211,200
704 Added 9.0%
8,524 $2.29 Million
Q1 2022

May 16, 2022

BUY
$266.13 - $297.6 $268,791 - $300,576
1,010 Added 14.83%
7,820 $2.26 Million
Q4 2021

Feb 04, 2022

BUY
$271.82 - $301.88 $1.85 Million - $2.06 Million
6,810 New
6,810 $2.05 Million

Others Institutions Holding IYH

About ISHARES TR


  • Ticker IYH
  • Sector ETFs
  • Industry ETFs
More about IYH
Track This Portfolio

Track Congress Wealth Management LLC Portfolio

Follow Congress Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Congress Wealth Management LLC , based on Form 13F filings with the SEC.

News

Stay updated on Congress Wealth Management LLC with notifications on news.