CONGRESS WEALTH MANAGEMENT LLC / DE / – iShares MSCI USA Quality Factor ETF Transaction History
CONGRESS WEALTH MANAGEMENT LLC / DE / portfolio value:
$6.18M
portfolio value
CONGRESS WEALTH MANAGEMENT LLC / DE / quarter portfolio value change:
-6.97%
quarter
iShares MSCI USA Quality Factor ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.77% | 454 shares | -412K | $103.94 | 59.47K |
| Q2 2022 | share | Increase | +108.44% | 30.70K shares | 2.78M | $111.73 | 59.02K |
| Q1 2022 | share | Increase | +224.55% | 19.59K shares | 2.54M | $134.63 | 28.31K |
| Q4 2021 | share | Increase | 0.00% | 8.72K shares | 1.27M | $145.91 | 8.72K |