Congress Wealth Management LLC Ishares U.S. Consumer Staples Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Ishares U.S. Consumer Staples stock. As of the latest transaction made, Congress Wealth Management LLC holds 72,925 shares of IYK stock, worth $4.96 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
72,925
Previous 72,116 1.12%
Holding current value
$4.96 Million
Previous $5.16 Million 0.43%
% of portfolio
0.05%
Previous 0.07%

Shares

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

Aug 13, 2025
BUY
$67.29 - $72.42 $54,437 - $58,587
809 Added 1.12%
72,925 $5.14 Million
Q1 2025

May 14, 2025
BUY
$63.29 - $71.8 $4.56 Million - $5.18 Million
72,116 New
72,116 $5.16 Million
Q4 2022

Feb 02, 2023
BUY
$59.77 - $210.04 $109,438 - $384,583
1,831 New
1,831 $371,000

Others Institutions Holding IYK

# of Institutions
276
Shares Held
10.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES U.S. CONSUMER STAPLES

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