Congress Wealth Management LLC Ishares Tr U.S. Transportation Transaction History

Congress Wealth Management LLC

$9.76 Billion
Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Ishares Tr U.S. Transportation stock. As of the latest transaction made, Congress Wealth Management LLC holds 13,873 shares of IYT stock, worth $990,532. This represents 0.01% of its overall portfolio holdings.

Number of Shares

13,873

Previous 13,843 0.22%

Holding current value

$990,532

Previous $886,000 7.22%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$55.22 - $68.54 $1,656 - $2,056	30 Added 0.22%	13,873 $950,000
Q1 2025 May 14, 2025	BUY	$63.37 - $73.39 $126,423 - $146,413	1,995 Added 16.84%	13,843 $886,000
Q4 2024 Feb 11, 2025	BUY	$66.79 - $75.4 $7,413 - $8,369	111 Added 0.95%	11,848 $800,000
Q3 2024 Nov 12, 2024	BUY	$61.35 - $68.92 $73,313 - $82,359	1,195 Added 11.34%	11,737 $808,000
Q2 2024 Aug 13, 2024	BUY	$62.67 - $69.73 $62 - $69	1 Added 0.01%	10,542 $689,000

Q1 2024 Apr 18, 2024	BUY	$68.25 - $281.89 $540,540 - $2.23 Million	7,920 Added 302.17%	10,541 $742,000
Q4 2023 Feb 09, 2024	BUY	$211.21 - $265.21 $4,012 - $5,038	19 Added 0.73%	2,621 $687,000
Q3 2023 Oct 30, 2023	BUY	$230.35 - $267.12 $599,370 - $695,046	2,602 New	2,602 $608,000

Others Institutions Holding IYT

# of Institutions

196

Shares Held

4.98M

Call Options Held

68.1K

Put Options Held

49K

View Full List

About ISHARES TR U.S. TRANSPORTATION

Ticker IYT
Sector ETFs
Industry ETFs

More about IYT

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 U.S. Transportation Transaction History