Congress Wealth Management LLC Ishares Tr U.S. Transportation Transaction History

Congress Wealth Management LLC

  • $7.2 Billion
  • Q3 2024

A detailed history of Congress Wealth Management LLC transactions in Ishares Tr U.S. Transportation stock. As of the latest transaction made, Congress Wealth Management LLC holds 11,737 shares of IYT stock, worth $803,045. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,737
Previous 10,542 11.34%
Holding current value
$803,045
Previous $689,000 17.27%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2024
BUY
$61.35 - $68.92 $73,313 - $82,359
1,195 Added 11.34%
11,737 $808,000
Q2 2024

Aug 13, 2024
BUY
$62.67 - $69.73 $62 - $69
1 Added 0.01%
10,542 $689,000
Q1 2024

Apr 18, 2024
BUY
$68.25 - $281.89 $540,540 - $2.23 Million
7,920 Added 302.17%
10,541 $742,000
Q4 2023

Feb 09, 2024
BUY
$211.21 - $265.21 $4,012 - $5,038
19 Added 0.73%
2,621 $687,000
Q3 2023

Oct 30, 2023
BUY
$230.35 - $267.12 $599,370 - $695,046
2,602 New
2,602 $608,000

Others Institutions Holding IYT

# of Institutions
208
Shares Held
5.65M
Call Options Held
878K
Put Options Held
234K
View Full List

About ISHARES TR U.S. TRANSPORTATION

IYT Quotes by TradingView
  • Ticker IYT
  • Sector ETFs
  • Industry ETFs
More about IYT
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