Congress Wealth Management LLC Ishares Tr Global Energy ETF Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Ishares Tr Global Energy ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 38,000 shares of IXC stock, worth $1.66 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
38,000
Previous 37,581 1.11%
Holding current value
$1.66 Million
Previous $1.58 Million 5.57%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Aug 13, 2025
BUY
$34.69 - $42.32 $14,535 - $17,732
419 Added 1.11%
38,000 $1.49 Million
Q1 2025

May 14, 2025
BUY
$38.48 - $42.16 $1.45 Million - $1.58 Million
37,581 New
37,581 $1.58 Million

Others Institutions Holding IXC

# of Institutions
346
Shares Held
28.3M
Call Options Held
18.4K
Put Options Held
100
View Full List

About ISHARES TR GLOBAL ENERGY ETF

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