CONGRESS WEALTH MANAGEMENT LLC / DE / – iShares Core S&P Mid-Cap ETF Transaction History
CONGRESS WEALTH MANAGEMENT LLC / DE / portfolio value:
$4.92M
portfolio value
CONGRESS WEALTH MANAGEMENT LLC / DE / quarter portfolio value change:
-3.08%
quarter
iShares Core S&P Mid-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +5.30% | 1.13K shares | 100K | $219.26 | 22.46K |
| Q2 2022 | share | Decrease | -4.13% | -920 shares | -1.14M | $226.23 | 21.33K |
| Q1 2022 | share | Decrease | -18.40% | -5.01K shares | -1.74M | $268.34 | 22.25K |
| Q4 2021 | share | Increase | 0.00% | 27.27K shares | 7.72M | $282.78 | 27.27K |