Ishares Tr cmn shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of Ishares Tr cmn (GOVT) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in Ishares Tr cmn
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All positions including Ishares Tr 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 Tr cmn by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $6.2M | 269k | 22.98 |
| 2025-03-31 | $5.9M | 258k | 22.99 |
| 2024-12-31 | $6.2M | 268k | 22.98 |
| 2024-09-30 | $5.4M | 229k | 23.45 |
| 2024-03-31 | $5.0M | 219k | 22.77 |
| 2023-12-31 | $5.1M | 222k | 23.04 |
| 2023-09-30 | $4.5M | 206k | 22.04 |
| 2023-06-30 | $4.7M | 205k | 22.90 |
| 2023-03-31 | $4.9M | 208k | 23.38 |
| 2022-12-31 | $4.7M | 206k | 22.72 |
| 2022-09-30 | $4.4M | 194k | 22.76 |
| 2022-06-30 | $4.5M | 190k | 23.90 |
| 2022-03-31 | $4.0M | 160k | 24.91 |
| 2021-12-31 | $7.0M | 264k | 26.68 |
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