Congress Wealth Management LLC Ishares S&P 100 ETF Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Ishares S&P 100 ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 1,566 shares of OEF stock, worth $416,602. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,566
Previous 911 71.9%
Holding current value
$416,602
Previous $242,000 71.9%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 13, 2025
BUY
N/A
655 Added 71.9%
1,566 $416,000
Q1 2025

May 14, 2025
BUY
N/A
911 New
911 $242,000

Others Institutions Holding OEF

# of Institutions
1,090
Shares Held
72.8M
Call Options Held
32.4K
Put Options Held
26.7K
View Full List

About ISHARES S&P 100 ETF

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