Congress Wealth Management LLC Ishares Tr Transaction History
Congress Wealth Management LLC
- $7.9 Billion
- Q1 2025
A detailed history of Congress Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Congress Wealth Management LLC holds 5,528 shares of IYJ stock, worth $763,859. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,528
Previous 5,422
1.95%
Holding current value
$763,859
Previous $723,000
0.55%
% of portfolio
0.01%
Previous 0.01%
Shares
13 transactions
Others Institutions Holding IYJ
# of Institutions
337Shares Held
7.04MCall Options Held
10.2KPut Options Held
15K-
Morgan Stanley New York, NY836KShares$116 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC694KShares$95.9 Million0.01% of portfolio
-
Manufacturers Life Insurance Company, The Toronto, A6623KShares$86.1 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA455KShares$62.9 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC297KShares$41 Million0.02% of portfolio