Congress Wealth Management LLC Ishares S&P Midcap 400 Value E Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Congress Wealth Management LLC holds 9,469 shares of IJJ stock, worth $1.21 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,469
Previous 9,479 0.11%
Holding current value
$1.21 Million
Previous $1.13 Million 3.17%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 13, 2025
SELL
$103.88 - $123.68 $1,038 - $1,236
-10 Reduced 0.11%
9,469 $1.17 Million
Q1 2025

May 14, 2025
BUY
$117.4 - $131.02 $11,740 - $13,102
100 Added 1.07%
9,479 $1.13 Million
Q4 2024

Feb 11, 2025
SELL
$121.89 - $135.52 $40,955 - $45,534
-336 Reduced 3.46%
9,379 $1.17 Million
Q3 2024

Nov 12, 2024
BUY
$111.9 - $124.28 $1.09 Million - $1.21 Million
9,715 New
9,715 $1.2 Million

Others Institutions Holding IJJ

# of Institutions
919
Shares Held
41.8M
Call Options Held
4.8K
Put Options Held
2.7K
View Full List

About ISHARES S&P MIDCAP 400 VALUE E

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