Congress Wealth Management LLC Ishares S&P Midcap 400 Growth 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 Growth stock. As of the latest transaction made, Congress Wealth Management LLC holds 7,303 shares of IJK stock, worth $689,695. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,303
Previous 7,202 1.4%
Holding current value
$689,695
Previous $599,000 10.85%
% 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
BUY
$73.7 - $90.98 $7,443 - $9,188
101 Added 1.4%
7,303 $664,000
Q1 2025

May 14, 2025
BUY
$81.62 - $96.63 $73,784 - $87,353
904 Added 14.35%
7,202 $599,000
Q4 2024

Feb 11, 2025
BUY
$90.66 - $99.46 $4,079 - $4,475
45 Added 0.72%
6,298 $572,000
Q3 2024

Nov 12, 2024
BUY
$84.81 - $93.54 $530,316 - $584,905
6,253 New
6,253 $574,000

Others Institutions Holding IJK

# of Institutions
997
Shares Held
64.4M
Call Options Held
6.5K
Put Options Held
0
View Full List

About ISHARES S&P MIDCAP 400 GROWTH

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