Congress Wealth Management LLC Ishares Biotechnology ETF Transaction History

Congress Wealth Management LLC

$9.76 Billion
Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Ishares Biotechnology ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 9,532 shares of IBB stock, worth $1.57 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

9,532

Previous 8,058 18.29%

Holding current value

$1.57 Million

Previous $1.03 Million 16.99%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$112.02 - $129.0 $165,117 - $190,146	1,474 Added 18.29%	9,532 $1.21 Million
Q1 2025 May 14, 2025	BUY	$127.9 - $140.56 $721,611 - $793,039	5,642 Added 233.53%	8,058 $1.03 Million
Q4 2024 Feb 11, 2025	BUY	$131.21 - $148.85 $31,621 - $35,872	241 Added 11.08%	2,416 $319,000
Q3 2024 Nov 12, 2024	BUY	$135.09 - $149.47 $83,080 - $91,924	615 Added 39.42%	2,175 $316,000
Q2 2024 Aug 13, 2024	SELL	$124.64 - $139.96 $9,348 - $10,497	-75 Reduced 4.59%	1,560 $214,000

Q1 2024 Apr 18, 2024	SELL	$132.3 - $140.89 $19,977 - $21,274	-151 Reduced 8.45%	1,635 $224,000
Q4 2023 Feb 09, 2024	SELL	$112.41 - $137.03 $42,940 - $52,345	-382 Reduced 17.62%	1,786 $242,000
Q3 2023 Oct 30, 2023	BUY	$122.27 - $131.47 $265,081 - $285,026	2,168 New	2,168 $265,000

Others Institutions Holding IBB

# of Institutions

963

Shares Held

31.6M

Call Options Held

3.52M

Put Options Held

2.74M

View Full List

About ISHARES BIOTECHNOLOGY ETF

Ticker IBB
Sector ETFs
Industry ETFs

More about IBB

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Congress Wealth Management LLC Ishares Biotechnology ETF Transaction History