Congress Wealth Management LLC Ishares Morningstar Small Cap Transaction History

Congress Wealth Management LLC

$9.76 Billion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 14, 2025	BUY	$44.44 - $52.05 $216,422 - $253,483	4,870 New	4,870 $219,000

Others Institutions Holding ISCG

# of Institutions

164

Shares Held

8.39M

Call Options Held

0

Put Options Held

0

Jpmorgan Chase & CO New York, NY

823K
Shares

$43.9 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

515K
Shares

$27.5 Million
0.01% of portfolio
Northwestern Mutual Wealth Management CO

491K
Shares

$26.2 Million
0.02% of portfolio
Cetera Investment Advisers Schaumburg, IL

397K
Shares

$21.2 Million
0.03% of portfolio
Avantax Advisory Services, Inc.

378K
Shares

$20.2 Million
0.11% of portfolio

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