Ishares Tr shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of Ishares Tr (USXF) 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 | $812k | 17k | 49.08 |
| 2024-03-31 | $826k | 18k | 45.15 |
| 2023-12-31 | $656k | 17k | 39.82 |
| 2023-09-30 | $544k | 16k | 34.66 |
| 2023-06-30 | $425k | 12k | 35.95 |
| 2023-03-31 | $378k | 11k | 33.07 |
| 2022-12-31 | $302k | 9.8k | 30.66 |
| 2022-09-30 | $269k | 9.6k | 27.95 |
| 2022-06-30 | $279k | 9.3k | 29.92 |
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