Congress Wealth Management LLC Ishares Tr Transaction History

Congress Wealth Management LLC

  • $7.2 Billion
  • Q3 2024

A detailed history of Congress Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Congress Wealth Management LLC holds 135,329 shares of DVY stock, worth $17.9 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
135,329
Holding current value
$17.9 Million
% of portfolio
0.25%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$119.99 - $135.74 $16.2 Million - $18.4 Million
135,329 New
135,329 $18.3 Million
Q4 2023

Feb 09, 2024
BUY
$102.97 - $119.06 $455,024 - $526,126
4,419 New
4,419 $517,000
Q4 2022

Feb 02, 2023
BUY
$107.39 - $125.5 $182,026 - $212,722
1,695 New
1,695 $204,000
Q2 2022

Aug 11, 2022
SELL
$113.21 - $132.14 $214,306 - $250,141
-1,893 Closed
0 $0
Q1 2022

May 16, 2022
BUY
$119.99 - $129.75 $8,999 - $9,731
75 Added 4.13%
1,893 $243,000
Q4 2021

Feb 04, 2022
BUY
$114.37 - $122.59 $207,924 - $222,868
1,818 New
1,818 $223,000

Others Institutions Holding DVY

# of Institutions
1,360
Shares Held
70.5M
Call Options Held
1.1M
Put Options Held
383K
View Full List

About ISHARES TR

DVY Quotes by TradingView
  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
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