Ishares Tr shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of Ishares Tr (EUSB) 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 |
|---|---|---|---|
| 2024-09-30 | $778k | 18k | 44.30 |
| 2023-09-30 | $558k | 14k | 40.85 |
| 2023-06-30 | $466k | 11k | 42.58 |
| 2023-03-31 | $458k | 11k | 43.23 |
| 2022-12-31 | $442k | 11k | 42.20 |
| 2022-09-30 | $364k | 8.7k | 41.90 |
| 2022-06-30 | $312k | 7.1k | 43.89 |
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