Congress Wealth Management LLC Ishares Tr Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Congress Wealth Management LLC holds 4,850 shares of IYY stock, worth $791,956. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,850
Previous 4,849 0.02%
Holding current value
$791,956
Previous $659,000 10.93%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 13, 2025
BUY
$120.9 - $150.87 $120 - $150
1 Added 0.02%
4,850 $731,000
Q1 2025

May 14, 2025
SELL
$134.05 - $149.75 $117,964 - $131,780
-880 Reduced 15.36%
4,849 $659,000
Q4 2024

Feb 11, 2025
BUY
$138.14 - $149.13 $25,555 - $27,589
185 Added 3.34%
5,729 $819,000
Q3 2024

Nov 12, 2024
BUY
$125.77 - $139.59 $697,268 - $773,886
5,544 New
5,544 $773,000

Others Institutions Holding IYY

# of Institutions
291
Shares Held
3.74M
Call Options Held
6K
Put Options Held
0
View Full List

About ISHARES TR

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