Congress Wealth Management LLC Ishares Tr Russell 1000 ETF Transaction History

Congress Wealth Management LLC

$9.76 Billion
Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 9,771 shares of IWB stock, worth $3.59 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

9,771

Previous 3,743 161.05%

Holding current value

$3.59 Million

Previous $1.15 Million 188.94%

% of portfolio

0.03%

Previous 0.01%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$272.36 - $339.57 $1.64 Million - $2.05 Million	6,028 Added 161.05%	9,771 $3.32 Million
Q1 2025 May 14, 2025	SELL	$302.31 - $337.54 $269,962 - $301,423	-893 Reduced 19.26%	3,743 $1.15 Million
Q4 2024 Feb 11, 2025	BUY	$311.11 - $335.64 $679,775 - $733,373	2,185 Added 89.15%	4,636 $1.49 Million
Q3 2024 Nov 12, 2024	BUY	$283.28 - $314.39 $25,778 - $28,609	91 Added 3.86%	2,451 $770,000
Q2 2024 Aug 13, 2024	BUY	$272.21 - $298.72 $48,997 - $53,769	180 Added 8.26%	2,360 $702,000

Q1 2024 Apr 18, 2024	SELL	$257.46 - $288.1 $538,348 - $602,417	-2,091 Reduced 48.96%	2,180 $627,000
Q4 2023 Feb 09, 2024	BUY	$225.16 - $263.17 $674,354 - $788,194	2,995 Added 234.72%	4,271 $1.12 Million
Q2 2023 Jul 13, 2023	SELL	$221.85 - $243.74 $9,983 - $10,968	-45 Reduced 3.41%	1,276 $311,000
Q1 2023 Apr 14, 2023	SELL	$208.78 - $230.55 $5,637 - $6,224	-27 Reduced 2.0%	1,321 $297,000
Q4 2022 Feb 02, 2023	BUY	$196.94 - $224.49 $57,112 - $65,102	290 Added 27.41%	1,348 $283,000
Q2 2022 Aug 11, 2022	SELL	$201.03 - $253.2 $63,123 - $79,504	-314 Reduced 22.89%	1,058 $220,000
Q1 2022 May 16, 2022	SELL	$230.48 - $266.11 $299,393 - $345,676	-1,299 Reduced 48.63%	1,372 $343,000
Q4 2021 Feb 04, 2022	BUY	$241.33 - $266.02 $644,592 - $710,539	2,671 New	2,671 $706,000

Others Institutions Holding IWB

# of Institutions

1,622

Shares Held

98.5M

Call Options Held

65.9K

Put Options Held

60.7K

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About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
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Congress Wealth Management LLC Ishares Tr Russell 1000 ETF Transaction History