CONGRESS WEALTH MANAGEMENT LLC / DE / – iShares Core S&P Small-Cap ETF Transaction History
CONGRESS WEALTH MANAGEMENT LLC / DE / portfolio value:
$7.21M
portfolio value
CONGRESS WEALTH MANAGEMENT LLC / DE / quarter portfolio value change:
-5.65%
quarter
iShares Core S&P Small-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.80% | 2.25K shares | -222K | $87.19 | 82.71K |
| Q2 2022 | share | Decrease | -3.41% | -2.83K shares | -1.55M | $92.41 | 80.45K |
| Q1 2022 | share | Decrease | -16.36% | -16.29K shares | -2.41M | $107.88 | 83.29K |
| Q4 2021 | share | Increase | 0.00% | 99.59K shares | 11.40M | $114.65 | 99.59K |