CONGRESS WEALTH MANAGEMENT LLC / DE / – iShares Core U.S. REIT ETF Transaction History
CONGRESS WEALTH MANAGEMENT LLC / DE / portfolio value:
$7.10M
portfolio value
CONGRESS WEALTH MANAGEMENT LLC / DE / quarter portfolio value change:
-11.05%
quarter
iShares Core U.S. REIT ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -2.82% | -4.33K shares | -1.11M | $47.5 | 149.63K |
| Q2 2022 | share | Decrease | -2.31% | -3.63K shares | -1.96M | $53.4 | 153.97K |
| Q1 2022 | share | Decrease | -3.28% | -5.34K shares | -823K | $64.65 | 157.61K |
| Q4 2021 | share | Increase | 0.00% | 162.95K shares | 11.01M | $67.47 | 162.95K |