CONGRESS WEALTH MANAGEMENT LLC / DE / – iShares Core S&P 500 ETF Transaction History
CONGRESS WEALTH MANAGEMENT LLC / DE / portfolio value:
$17.55M
portfolio value
CONGRESS WEALTH MANAGEMENT LLC / DE / quarter portfolio value change:
-5.41%
quarter
iShares Core S&P 500 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -2.68% | -1.35K shares | -1.51M | $358.65 | 48.94K |
| Q2 2022 | share | Decrease | -0.31% | -155 shares | -3.81M | $379.15 | 50.29K |
| Q1 2022 | share | Decrease | -39.95% | -33.55K shares | -17.18M | $453.69 | 50.45K |
| Q4 2021 | share | Increase | 0.00% | 84.01K shares | 40.07M | $478.18 | 84.01K |