Congress Wealth Management LLC Ishares Tr Transaction History

Congress Wealth Management LLC

$9.76 Billion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 14, 2025	BUY	$45.23 - $49.95 $221,039 - $244,105	4,887 New	4,887 $240,000

Others Institutions Holding IYE

# of Institutions

320

Shares Held

13.7M

Call Options Held

8.3K

Put Options Held

0

Morgan Stanley New York, NY

1.9M
Shares

$92.9 Million
0.01% of portfolio
Pgim Custom Harvest LLC Newark, NJ

1.45M
Shares

$70.6 Million
1.06% of portfolio
Bank Of America Corp Charlotte, NC

1M
Shares

$49 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

951K
Shares

$46.4 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

632K
Shares

$30.9 Million
0.0% of portfolio

About ISHARES TR

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