Congress Wealth Management LLC Ishares Tr Broad Usd Inbd Etfv Transaction History

Congress Wealth Management LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 30, 2023	SELL	$48.03 - $50.28 $55,714 - $58,324	-1,160 Reduced 21.55%	4,223 $202,000
Q2 2023 Jul 13, 2023	BUY	$49.44 - $51.04 $642 - $663	13 Added 0.24%	5,383 $269,000
Q1 2023 Apr 14, 2023	SELL	$49.01 - $51.53 $190,795 - $200,606	-3,893 Reduced 42.03%	5,370 $272,000
Q4 2022 Feb 02, 2023	BUY	$46.74 - $50.68 $432,952 - $469,448	9,263 New	9,263 $454,000
Q2 2022 Aug 11, 2022	SELL	$49.92 - $55.16 $457,616 - $505,651	-9,167 Closed	0 $0
Q1 2022 May 16, 2022	SELL	$54.36 - $59.32 $2 Million - $2.19 Million	-36,857 Reduced 80.08%	9,167 $505,000
Q4 2021 Feb 04, 2022	BUY	$59.32 - $60.73 $2.73 Million - $2.8 Million	46,024 New	46,024 $2.75 Million

408

158M

26.7K

7.8K

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