Congress Wealth Management LLC Ishares Tr Russell 2500 ETF Transaction History

Congress Wealth Management LLC

$7.2 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 09, 2024	BUY	$50.46 - $62.34 $2.16 Million - $2.66 Million	42,749 Added 1001.38%	47,018 $2.89 Million
Q3 2023 Oct 30, 2023	BUY	$53.72 - $60.35 $23,851 - $26,795	444 Added 11.61%	4,269 $232,000
Q2 2023 Jul 13, 2023	SELL	$52.41 - $57.47 $356,964 - $391,428	-6,811 Reduced 64.04%	3,825 $219,000
Q1 2023 Apr 14, 2023	SELL	$52.14 - $60.44 $515,299 - $597,328	-9,883 Reduced 48.17%	10,636 $583,000
Q4 2022 Feb 02, 2023	SELL	$50.18 - $56.92 $1.71 Million - $1.94 Million	-34,027 Reduced 62.38%	20,519 $1.09 Million
Q3 2022 Nov 08, 2022	SELL	$49.59 - $60.48 $1,884 - $2,298	-38 Reduced 0.07%	54,546 $2.71 Million
Q2 2022 Aug 11, 2022	BUY	$50.12 - $62.96 $821,466 - $1.03 Million	16,390 Added 42.91%	54,584 $2.82 Million
Q1 2022 May 16, 2022	BUY	$57.98 - $66.78 $772,293 - $889,509	13,320 Added 53.55%	38,194 $2.38 Million
Q4 2021 Feb 04, 2022	BUY	$62.95 - $70.3 $1.57 Million - $1.75 Million	24,874 New	24,874 $1.65 Million

Others Institutions Holding SMMD

# of Institutions

190

Shares Held

12.2M

Call Options Held

0

Put Options Held

0

About ISHARES TR RUSSELL 2500 ETF

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