Congress Wealth Management LLC Ishares Tr Transaction History

Congress Wealth Management LLC

  • $6.94 Billion
  • Q4 2024

A detailed history of Congress Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Congress Wealth Management LLC holds 3,090 shares of IYF stock, worth $366,165. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,090
Previous 3,072 0.59%
Holding current value
$366,165
Previous $319,000 6.9%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$102.7 - $119.05 $1,848 - $2,142
18 Added 0.59%
3,090 $341,000
Q2 2024

Aug 13, 2024
BUY
$89.39 - $96.85 $2,234 - $2,421
25 Added 0.82%
3,072 $290,000
Q1 2024

Apr 18, 2024
BUY
$83.91 - $95.65 $44,556 - $50,790
531 Added 21.1%
3,047 $291,000
Q4 2023

Feb 09, 2024
BUY
$70.7 - $85.68 $177,881 - $215,570
2,516 New
2,516 $214,000
Q3 2022

Nov 08, 2022
SELL
$67.55 - $79.83 $10,132 - $11,974
-150 Reduced 4.19%
3,434 $231,000
Q4 2021

Feb 04, 2022
BUY
$83.02 - $90.24 $297,543 - $323,420
3,584 New
3,584 $310,000

Others Institutions Holding IYF

# of Institutions
455
Shares Held
19.8M
Call Options Held
33.7K
Put Options Held
30K
View Full List

About ISHARES TR

IYF Quotes by TradingView
  • Ticker IYF
  • Sector ETFs
  • Industry ETFs
More about IYF
Track This Portfolio

Track Congress Wealth Management LLC Portfolio

Follow Congress Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Congress Wealth Management LLC , based on Form 13F filings with the SEC.

News

Stay updated on Congress Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email