Congress Wealth Management LLC Ishares Expanded Tech Sector E Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Ishares Expanded Tech Sector E stock. As of the latest transaction made, Congress Wealth Management LLC holds 14,400 shares of IGM stock, worth $1.84 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
14,400
Previous 12,790 12.59%
Holding current value
$1.84 Million
Previous $1.16 Million 39.52%
% of portfolio
0.02%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$79.8 - $112.34 $128,478 - $180,867
1,610 Added 12.59%
14,400 $1.62 Million
Q1 2025

May 14, 2025
SELL
$90.67 - $108.46 $1,450 - $1,735
-16 Reduced 0.12%
12,790 $1.16 Million
Q4 2024

Feb 11, 2025
SELL
$94.19 - $106.95 $3,485 - $3,957
-37 Reduced 0.29%
12,806 $1.31 Million
Q3 2024

Nov 12, 2024
BUY
$84.03 - $98.62 $1,008 - $1,183
12 Added 0.09%
12,843 $1.23 Million
Q2 2024

Aug 13, 2024
BUY
$80.02 - $95.38 $480 - $572
6 Added 0.05%
12,831 $1.21 Million
Q1 2024

Apr 18, 2024
BUY
$84.27 - $516.87 $900,762 - $5.52 Million
10,689 Added 500.42%
12,825 $1.11 Million
Q4 2023

Feb 09, 2024
BUY
$365.86 - $450.72 $1,097 - $1,352
3 Added 0.14%
2,136 $957,000
Q3 2023

Oct 30, 2023
BUY
$376.08 - $412.97 $802,178 - $880,865
2,133 New
2,133 $815,000
Q1 2022

May 16, 2022
SELL
$57.01 - $73.7 $30,785 - $39,798
-540 Closed
0 $0
Q4 2021

Feb 04, 2022
BUY
$66.29 - $75.08 $35,796 - $40,543
540 New
540 $237,000

Others Institutions Holding IGM

# of Institutions
552
Shares Held
46.4M
Call Options Held
294K
Put Options Held
20.6K
View Full List

About ISHARES EXPANDED TECH SECTOR E

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