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 150,987 shares of IFRA stock, worth $7.86 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

150,987

Previous 14,724 925.45%

Holding current value

$7.86 Million

Previous $663,000 1020.21%

% of portfolio

0.08%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$40.97 - $49.19 $5.58 Million - $6.7 Million	136,263 Added 925.45%	150,987 $7.43 Million
Q1 2025 May 14, 2025	BUY	$44.8 - $49.25 $151,648 - $166,711	3,385 Added 29.85%	14,724 $663,000
Q4 2024 Feb 11, 2025	BUY	$45.94 - $51.71 $140,117 - $157,715	3,050 Added 36.8%	11,339 $524,000
Q3 2024 Nov 12, 2024	SELL	$41.55 - $46.97 $138,777 - $156,879	-3,340 Reduced 28.72%	8,289 $389,000
Q2 2024 Aug 13, 2024	SELL	$41.22 - $44.87 $12,366 - $13,461	-300 Reduced 2.51%	11,629 $489,000

Q1 2024 Apr 18, 2024	BUY	$38.14 - $43.36 $5,263 - $5,983	138 Added 1.17%	11,929 $517,000
Q4 2023 Feb 09, 2024	BUY	$34.58 - $40.63 $88,317 - $103,769	2,554 Added 27.65%	11,791 $474,000
Q3 2023 Oct 30, 2023	BUY	$36.59 - $40.45 $337,981 - $373,636	9,237 New	9,237 $337,000

Others Institutions Holding IFRA

# of Institutions

400

Shares Held

31.2M

Call Options Held

Put Options Held

View Full List

About ISHARES TR

Ticker IFRA
Sector ETFs
Industry ETFs

More about IFRA

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Congress Wealth Management LLC Ishares Tr Transaction History