CONGRESS WEALTH MANAGEMENT LLC / DE / – iShares Russell 2500 ETF Transaction History
CONGRESS WEALTH MANAGEMENT LLC / DE / portfolio value:
$2.71M
portfolio value
CONGRESS WEALTH MANAGEMENT LLC / DE / quarter portfolio value change:
-3.62%
quarter
iShares Russell 2500 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.07% | -38 shares | -104K | $49.75 | 54.54K |
| Q2 2022 | share | Increase | +42.91% | 16.39K shares | 436K | $51.62 | 54.58K |
| Q1 2022 | share | Increase | +53.55% | 13.32K shares | 731K | $62.38 | 38.19K |
| Q4 2021 | share | Increase | 0.00% | 24.87K shares | 1.65M | $66.45 | 24.87K |