Congress Wealth Management LLC Ishares Transaction History

Congress Wealth Management LLC

  • $6.94 Billion
  • Q4 2024

A detailed history of Congress Wealth Management LLC transactions in Ishares stock. As of the latest transaction made, Congress Wealth Management LLC holds 13,645 shares of ICLN stock, worth $157,053. This represents 0.0% of its overall portfolio holdings.

Number of Shares
13,645
Previous 14,751 7.5%
Holding current value
$157,053
Previous $216,000 28.24%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 11, 2025
SELL
$11.35 - $14.51 $12,553 - $16,048
-1,106 Reduced 7.5%
13,645 $155,000
Q3 2024

Nov 12, 2024
BUY
$13.26 - $14.77 $195,598 - $217,872
14,751 New
14,751 $216,000
Q1 2024

Apr 18, 2024
SELL
$13.42 - $15.39 $5,354 - $6,140
-399 Reduced 2.41%
16,176 $226,000
Q4 2023

Feb 09, 2024
BUY
$12.86 - $15.73 $32,754 - $40,064
2,547 Added 18.16%
16,575 $258,000
Q3 2023

Oct 30, 2023
BUY
$14.59 - $19.04 $46,031 - $60,071
3,155 Added 29.02%
14,028 $205,000
Q2 2023

Jul 13, 2023
SELL
$17.78 - $19.91 $5,440 - $6,092
-306 Reduced 2.74%
10,873 $200,000
Q1 2023

Apr 14, 2023
BUY
$18.32 - $21.36 $204,799 - $238,783
11,179 New
11,179 $221,000
Q2 2022

Aug 11, 2022
SELL
$16.82 - $22.08 $346,542 - $454,914
-20,603 Closed
0 $0
Q1 2022

May 16, 2022
BUY
$17.57 - $21.52 $119,950 - $146,917
6,827 Added 49.56%
20,603 $443,000
Q4 2021

Feb 04, 2022
BUY
$20.44 - $25.79 $281,581 - $355,283
13,776 New
13,776 $292,000

Others Institutions Holding ICLN

# of Institutions
514
Shares Held
40.1M
Call Options Held
4.08M
Put Options Held
2.94M
View Full List

About ISHARES

ICLN Quotes by TradingView
  • Ticker ICLN
  • Sector ETFs
  • Industry ETFs
More about ICLN
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