Congress Wealth Management LLC Ishares Tr Transaction History

Congress Wealth Management LLC

$6.94 Billion
Q4 2024

A detailed history of Congress Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Congress Wealth Management LLC holds 5,422 shares of IYJ stock, worth $699,871. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,422

Previous 5,422 -0.0%

Holding current value

$699,871

Previous $724,000 0.14%

% of portfolio

0.01%

Previous 0.01%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$118.32 - $133.67 $6,862 - $7,752	-58 Reduced 1.06%	5,422 $724,000
Q2 2024 Aug 13, 2024	SELL	$119.1 - $125.05 $469,611 - $493,072	-3,943 Reduced 41.84%	5,480 $654,000
Q1 2024 Apr 18, 2024	SELL	$111.23 - $125.71 $33,591 - $37,964	-302 Reduced 3.11%	9,423 $1.18 Million
Q4 2023 Feb 09, 2024	SELL	$95.31 - $114.66 $762 - $917	-8 Reduced 0.08%	9,725 $1.11 Million
Q3 2023 Oct 30, 2023	BUY	$100.31 - $109.74 $113,149 - $123,786	1,128 Added 13.11%	9,733 $981,000
Q2 2023 Jul 13, 2023	SELL	$96.6 - $106.04 $25,212 - $27,676	-261 Reduced 2.94%	8,605 $912,000
Q1 2023 Apr 14, 2023	SELL	$95.26 - $104.26 $52,774 - $57,760	-554 Reduced 5.88%	8,866 $888,000
Q4 2022 Feb 02, 2023	SELL	$84.86 - $101.21 $38,271 - $45,645	-451 Reduced 4.57%	9,420 $908,000
Q3 2022 Nov 08, 2022	SELL	$83.78 - $102.55 $10,388 - $12,716	-124 Reduced 1.24%	9,871 $827,000
Q2 2022 Aug 11, 2022	SELL	$86.15 - $105.81 $40,748 - $50,048	-473 Reduced 4.52%	9,995 $880,000
Q1 2022 May 16, 2022	SELL	$97.52 - $114.07 $84,452 - $98,784	-866 Reduced 7.64%	10,468 $1.1 Million
Q4 2021 Feb 04, 2022	BUY	$104.49 - $114.29 $1.18 Million - $1.3 Million	11,334 New	11,334 $1.28 Million

Others Institutions Holding IYJ

# of Institutions

339

Shares Held

6.6M

Call Options Held

35.9K

Put Options Held

11.8K

View Full List

About ISHARES TR

Ticker IYJ
Sector ETFs
Industry ETFs

More about IYJ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Congress Wealth Management LLC , based on Form 13F filings with the SEC.

News

Stay updated on Congress Wealth Management LLC with notifications on news.

Account

Congress Wealth Management LLC Ishares Tr Transaction History