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 273,749 shares of IEFA stock, worth $20.7 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

273,749

Previous 283,760 3.53%

Holding current value

$20.7 Million

Previous $22.1 Million 13.13%

% of portfolio

0.28%

Previous 0.31%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$70.06 - $77.43 $701,370 - $775,151	-10,011 Reduced 3.53%	273,749 $19.2 Million
Q3 2024 Nov 12, 2024	SELL	$70.09 - $78.74 $1.04 Million - $1.16 Million	-14,769 Reduced 4.95%	283,760 $22.1 Million
Q2 2024 Aug 13, 2024	BUY	$70.77 - $76.19 $990,709 - $1.07 Million	13,999 Added 4.92%	298,529 $21.7 Million
Q1 2024 Apr 18, 2024	BUY	$68.14 - $74.43 $46,471 - $50,761	682 Added 0.24%	284,530 $21.1 Million
Q4 2023 Feb 09, 2024	BUY	$61.3 - $70.47 $5,823 - $6,694	95 Added 0.03%	283,848 $20 Million
Q3 2023 Oct 30, 2023	BUY	$64.04 - $69.58 $238,549 - $259,185	3,725 Added 1.33%	283,753 $18.3 Million
Q2 2023 Jul 13, 2023	SELL	$66.03 - $69.1 $499,252 - $522,465	-7,561 Reduced 2.63%	280,028 $18.9 Million
Q1 2023 Apr 14, 2023	SELL	$62.17 - $67.7 $50,295 - $54,769	-809 Reduced 0.28%	287,589 $19.2 Million
Q4 2022 Feb 02, 2023	SELL	$52.35 - $63.65 $2.28 Million - $2.78 Million	-43,639 Reduced 13.14%	288,398 $17.8 Million
Q3 2022 Nov 08, 2022	SELL	$52.32 - $63.1 $1.28 Million - $1.55 Million	-24,548 Reduced 6.88%	332,037 $17.5 Million
Q2 2022 Aug 11, 2022	SELL	$57.91 - $70.46 $1.96 Million - $2.38 Million	-33,785 Reduced 8.65%	356,585 $21 Million
Q1 2022 May 16, 2022	BUY	$63.26 - $75.48 $660,624 - $788,237	10,443 Added 2.75%	390,370 $27.1 Million
Q4 2021 Feb 04, 2022	BUY	$72.36 - $77.76 $27.5 Million - $29.5 Million	379,927 New	379,927 $28.4 Million

Others Institutions Holding IEFA

# of Institutions

2,159

Shares Held

1.51B

Call Options Held

86.4K

Put Options Held

6.1K

View Full List

About ISHARES TR

Ticker IEFA
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Congress Wealth Management LLC Ishares Tr Transaction History