Congress Wealth Management LLC Ishares Tr Transaction History

Congress Wealth Management LLC

$9.76 Billion
Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Congress Wealth Management LLC holds 72,611 shares of EMB stock, worth $6.97 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

72,611

Previous 44,599 62.81%

Holding current value

$6.97 Million

Previous $4.04 Million 66.46%

% of portfolio

0.07%

Previous 0.05%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$86.54 - $92.62 $2.42 Million - $2.59 Million	28,012 Added 62.81%	72,611 $6.73 Million
Q1 2025 May 14, 2025	BUY	$88.64 - $92.03 $61,693 - $64,052	696 Added 1.59%	44,599 $4.04 Million
Q4 2024 Feb 11, 2025	BUY	$88.94 - $93.46 $69,906 - $73,459	786 Added 1.82%	43,903 $3.91 Million
Q3 2024 Nov 12, 2024	SELL	$87.75 - $93.74 $337,925 - $360,992	-3,851 Reduced 8.2%	43,117 $4.03 Million
Q2 2024 Aug 13, 2024	SELL	$86.66 - $89.88 $4.61 Million - $4.78 Million	-53,147 Reduced 53.09%	46,968 $4.16 Million

Q1 2024 Apr 18, 2024	SELL	$86.49 - $90.08 $128,351 - $133,678	-1,484 Reduced 1.46%	100,115 $8.98 Million
Q4 2023 Feb 09, 2024	SELL	$79.71 - $89.68 $809,295 - $910,521	-10,153 Reduced 9.09%	101,599 $9.05 Million
Q3 2023 Oct 30, 2023	SELL	$82.42 - $87.68 $480,920 - $511,612	-5,835 Reduced 4.96%	111,752 $9.22 Million
Q2 2023 Jul 13, 2023	SELL	$83.9 - $86.54 $650,812 - $671,290	-7,757 Reduced 6.19%	117,587 $10.2 Million
Q1 2023 Apr 14, 2023	SELL	$83.99 - $89.55 $320,505 - $341,722	-3,816 Reduced 2.95%	125,344 $10.8 Million
Q4 2022 Feb 02, 2023	SELL	$77.09 - $87.8 $2.43 Million - $2.77 Million	-31,585 Reduced 19.65%	129,160 $10.9 Million
Q3 2022 Nov 08, 2022	SELL	$78.71 - $90.17 $89,650 - $102,703	-1,139 Reduced 0.7%	160,745 $12.8 Million
Q2 2022 Aug 11, 2022	BUY	$84.66 - $98.11 $267,694 - $310,223	3,162 Added 1.99%	161,884 $13.8 Million
Q1 2022 May 16, 2022	SELL	$93.87 - $107.98 $133,577 - $153,655	-1,423 Reduced 0.89%	158,722 $15.5 Million
Q4 2021 Feb 04, 2022	BUY	$106.57 - $110.92 $17.1 Million - $17.8 Million	160,145 New	160,145 $17.5 Million

Others Institutions Holding EMB

# of Institutions

1,026

Shares Held

139M

Call Options Held

4.25M

Put Options Held

9.47M

View Full List

About ISHARES TR

Ticker EMB
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Congress Wealth Management LLC Ishares Tr Transaction History