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Ishares Inc cmn shares owned by Congress Wealth Management LLC / DE /

Quarter-by-quarter ownership of Ishares Inc cmn (EUSA) shares owned by Congress Wealth Management LLC / DE / from 13F filings

Historical chart of Congress Wealth Management LLC / DE / investment in Ishares Inc cmn

Tip: Access up to 7 years of quarterly data

All positions including Ishares Inc cmn 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 Inc cmn by Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2025-06-30 $479k 4.8k 99.13
2025-03-31 $452k 4.8k 93.59
2024-12-31 $461k 4.8k 95.38
2024-09-30 $915k 9.6k 95.74

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View all positions for Congress Wealth Management LLC / DE /

Top funds holding Ishares Inc cmn

Stifel Financial
Sagespring Wealth Partners
Jpmorgan Chase & Co
Dynasty Wealth Management
GenTrust
Alan Leist III
Envestnet Asset Management
Morgan Stanley
D.A. Davidson & Co.
BlackRock
Northwestern Mutual Wealth Management Company
Arkadios Wealth Advisors
Davidson Investment Advisors
Private Advisory
Green Square Asset Management

View all funds holding Ishares Inc cmn