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Ishares Us Etf Tr bloomberg roll shares owned by Congress Wealth Management LLC / DE /

Quarter-by-quarter ownership of Ishares Us Etf Tr bloomberg roll (CMDY) shares owned by Congress Wealth Management LLC / DE / from 13F filings

Historical chart of Congress Wealth Management LLC / DE / investment in Ishares Us Etf Tr bloomberg roll

Tip: Access up to 7 years of quarterly data

All positions including Ishares Us Etf Tr bloomberg roll 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 Us Etf Tr bloomberg roll by Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2025-06-30 $5.5M 108k 50.44

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View all positions for Congress Wealth Management LLC / DE /

Top funds holding Ishares Us Etf Tr bloomberg roll

Envestnet Asset Management
Ameriprise Financial
TD Waterhouse Canada
Principal Securities
Disciplina Capital Management
Jpmorgan Chase & Co
LPL Financial
Congress Wealth Management LLC / DE /
APCM Wealth Management for Individuals
FDx Advisors
Advisor Group Holdings
Horizons Wealth Management
Wesbanco Trust And Investments
UBS Group
Raymond James Financial

View all funds holding Ishares Us Etf Tr bloomberg roll