Congress Wealth Management LLC Ishares Msci Europe Financials Transaction History

Congress Wealth Management LLC

$7.9 Billion
Q1 2025

A detailed history of Congress Wealth Management LLC transactions in Ishares Msci Europe Financials stock. As of the latest transaction made, Congress Wealth Management LLC holds 843,537 shares of EUFN stock, worth $26.6 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

843,537

Previous 1,206,154 30.06%

Holding current value

$26.6 Million

Previous $28.1 Million 14.49%

% of portfolio

0.3%

Previous 0.41%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$23.03 - $29.47 $8.35 Million - $10.7 Million	-362,617 Reduced 30.06%	843,537 $24 Million
Q4 2024 Feb 11, 2025	BUY	$23.06 - $24.69 $43,998 - $47,108	1,908 Added 0.16%	1,206,154 $28.1 Million
Q3 2024 Nov 12, 2024	SELL	$21.54 - $25.01 $255,292 - $296,418	-11,852 Reduced 0.97%	1,204,246 $29.8 Million
Q2 2024 Aug 13, 2024	SELL	$21.59 - $24.25 $308,240 - $346,217	-14,277 Reduced 1.16%	1,216,098 $27.2 Million
Q1 2024 Apr 18, 2024	BUY	$20.08 - $22.78 $334,472 - $379,446	16,657 Added 1.37%	1,230,375 $28 Million
Q4 2023 Feb 09, 2024	BUY	$17.89 - $21.13 $86,015 - $101,593	4,808 Added 0.4%	1,213,718 $25.4 Million
Q3 2023 Oct 30, 2023	BUY	$18.56 - $20.19 $190,759 - $207,512	10,278 Added 0.86%	1,208,910 $22.9 Million
Q2 2023 Jul 13, 2023	BUY	$18.51 - $19.92 $293,235 - $315,572	15,842 Added 1.34%	1,198,632 $23 Million
Q1 2023 Apr 14, 2023	BUY	$17.38 - $20.21 $20.6 Million - $23.9 Million	1,182,790 New	1,182,790 $22.1 Million

Others Institutions Holding EUFN

# of Institutions

184

Shares Held

66.2M

Call Options Held

21.9K

Put Options Held

660K

View Full List

About ISHARES MSCI EUROPE FINANCIALS

Ticker EUFN
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Congress Wealth Management LLC Ishares Msci Europe Financials Transaction History