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Ishares Tr fund shares owned by Congress Wealth Management LLC / DE /

Quarter-by-quarter ownership of Ishares Tr fund (BGRN) shares owned by Congress Wealth Management LLC / DE / from 13F filings

Historical chart of Congress Wealth Management LLC / DE / investment in Ishares Tr fund

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr fund held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr fund by Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2024-09-30 $234k 4.8k 48.34

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View all positions for Congress Wealth Management LLC / DE /

Top funds holding Ishares Tr fund

Empower Advisory Group
Envestnet Asset Management
Mercer Global Advisors
Francis Financial
Bank of America Corporation
Royal Bank of Canada
LPL Financial
Creative Planning
Cetera Investment Advisers
Hsbc Holdings
Bank of New York Mellon
Laurel Wealth Planning
Stewardship Advisors
Assetmark
Envestnet Portfolio Solutions

View all funds holding Ishares Tr fund