Congress Wealth Management LLC Ishares Tr North Amern Nat Res Transaction History

Congress Wealth Management LLC

$7.2 Billion
Q3 2024

A detailed history of Congress Wealth Management LLC transactions in Ishares Tr North Amern Nat Res stock. As of the latest transaction made, Congress Wealth Management LLC holds 34,479 shares of IGE stock, worth $1.66 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

34,479

Previous 57,788 40.34%

Holding current value

$1.66 Million

Previous $2.54 Million 40.24%

% of portfolio

0.02%

Previous 0.04%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$42.07 - $45.59 $980,609 - $1.06 Million	-23,309 Reduced 40.34%	34,479 $1.52 Million
Q2 2024 Aug 13, 2024	SELL	$42.73 - $46.5 $32,047 - $34,875	-750 Reduced 1.28%	57,788 $2.54 Million
Q1 2024 Apr 18, 2024	BUY	$38.73 - $44.99 $3,834 - $4,454	99 Added 0.17%	58,538 $2.63 Million
Q4 2023 Feb 09, 2024	BUY	$39.02 - $42.38 $25,675 - $27,886	658 Added 1.14%	58,439 $2.38 Million
Q3 2023 Oct 30, 2023	BUY	$37.81 - $43.27 $2.18 Million - $2.5 Million	57,781 New	57,781 $2.4 Million

Others Institutions Holding IGE

# of Institutions

147

Shares Held

6.9M

Call Options Held

300

Put Options Held

100

View Full List

About ISHARES TR NORTH AMERN NAT RES

Ticker IGE
Sector ETFs
Industry ETFs

More about IGE

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Congress Wealth Management LLC Ishares Tr North Amern Nat Res Transaction History