Ishares Tr shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of Ishares Tr (XJH) 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 |
|---|---|---|---|
| 2024-03-31 | $733k | 18k | 41.08 |
| 2023-12-31 | $677k | 18k | 37.73 |
| 2023-09-30 | $549k | 16k | 33.87 |
| 2023-06-30 | $455k | 13k | 35.62 |
| 2023-03-31 | $421k | 12k | 33.99 |
| 2022-12-31 | $335k | 10k | 32.80 |
| 2022-09-30 | $257k | 8.7k | 29.67 |
| 2022-06-30 | $220k | 7.2k | 30.52 |
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