Congress Wealth Management LLC Ishares Expanded Tech Sector E Transaction History

Congress Wealth Management LLC

$6.94 Billion
Q4 2024

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 12,806 shares of IGM stock, worth $1.27 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

12,806

Previous 12,843 0.29%

Holding current value

$1.27 Million

Previous $1.23 Million 6.09%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

457

Shares Held

27.5M

Call Options Held

151K

Put Options Held

15.2K

View Full List

About ISHARES EXPANDED TECH SECTOR E

Ticker IGM
Sector ETFs
Industry ETFs

More about IGM

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Congress Wealth Management LLC Ishares Expanded Tech Sector E Transaction History