Ishares Tr shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of Ishares Tr (DMXF) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in Ishares Tr
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Quarterly reported holdings in Ishares Tr by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.0M | 15k | 68.13 |
| 2023-12-31 | $977k | 15k | 63.88 |
| 2023-09-30 | $781k | 14k | 57.09 |
| 2023-06-30 | $658k | 11k | 60.91 |
| 2023-03-31 | $645k | 11k | 59.59 |
| 2022-12-31 | $483k | 8.9k | 54.27 |
| 2022-09-30 | $352k | 7.6k | 46.58 |
| 2022-06-30 | $314k | 6.0k | 52.08 |
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