Congress Wealth Management LLC Ishares Tr Transaction History

Congress Wealth Management LLC

$5.64 Billion
Q1 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 9,423 shares of IYJ stock, worth $1.12 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

9,423

Previous 9,725 3.11%

Holding current value

$1.12 Million

Previous $1.11 Million 6.47%

% of portfolio

0.02%

Previous 0.02%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 18, 2024	SELL	$111.23 - $125.71 $33,591 - $37,964	-302 Reduced 3.11%	9,423 $1.18 Million
Q4 2023 Feb 09, 2024	SELL	$95.31 - $114.66 $762 - $917	-8 Reduced 0.08%	9,725 $1.11 Million
Q3 2023 Oct 30, 2023	BUY	$100.31 - $109.74 $113,149 - $123,786	1,128 Added 13.11%	9,733 $981,000
Q2 2023 Jul 13, 2023	SELL	$96.6 - $106.04 $25,212 - $27,676	-261 Reduced 2.94%	8,605 $912,000
Q1 2023 Apr 14, 2023	SELL	$95.26 - $104.26 $52,774 - $57,760	-554 Reduced 5.88%	8,866 $888,000

Q4 2022 Feb 02, 2023	SELL	$90.36 - $101.21 $40,752 - $45,645	-451 Reduced 4.57%	9,420 $908,000
Q3 2022 Nov 08, 2022	SELL	$85.87 - $102.55 $10,647 - $12,716	-124 Reduced 1.24%	9,871 $827,000
Q2 2022 Aug 11, 2022	SELL	$86.15 - $105.81 $40,748 - $50,048	-473 Reduced 4.52%	9,995 $880,000
Q1 2022 May 16, 2022	SELL	$97.52 - $114.07 $84,452 - $98,784	-866 Reduced 7.64%	10,468 $1.1 Million
Q4 2021 Feb 04, 2022	BUY	$104.49 - $114.29 $1.18 Million - $1.3 Million	11,334 New	11,334 $1.28 Million

Others Institutions Holding IYJ

# of Institutions

318

Shares Held

6.18M

Call Options Held

3.6K

Put Options Held

9.8K

View Full List

About ISHARES TR

Ticker IYJ
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Congress Wealth Management LLC Ishares Tr Transaction History