Congress Wealth Management LLC Ishares Trust Ishares Usd Gre Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Ishares Trust Ishares Usd Gre stock. As of the latest transaction made, Congress Wealth Management LLC holds 5,423 shares of BGRN stock, worth $260,032. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,423
Previous 4,451 21.84%
Holding current value
$260,032
Previous $210,000 22.86%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$46.47 - $47.67 $45,168 - $46,335
972 Added 21.84%
5,423 $258,000
Q1 2025

May 14, 2025
BUY
$46.26 - $47.48 $205,903 - $211,333
4,451 New
4,451 $210,000
Q3 2024

Nov 12, 2024
BUY
$46.29 - $48.52 $223,997 - $234,788
4,839 New
4,839 $233,000

Others Institutions Holding BGRN

# of Institutions
132
Shares Held
7.34M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES USD GRE

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  • Ticker BGRN
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