Congress Wealth Management LLC Ishares U.S. Treasury Bond ETF Transaction History

Congress Wealth Management LLC

  • $6.12 Billion
  • Q2 2024

A detailed history of Congress Wealth Management LLC transactions in Ishares U.S. Treasury Bond ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 228,871 shares of GOVT stock, worth $5.38 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
228,871
Previous 219,038 4.49%
Holding current value
$5.38 Million
Previous $4.99 Million 3.57%
% of portfolio
0.08%
Previous 0.09%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
BUY
$22.12 - $22.75 $217,505 - $223,700
9,833 Added 4.49%
228,871 $5.17 Million
Q1 2024

Apr 18, 2024
SELL
$22.51 - $23.08 $74,778 - $76,671
-3,322 Reduced 1.49%
219,038 $4.99 Million
Q4 2023

Feb 09, 2024
BUY
$21.6 - $23.13 $361,800 - $387,427
16,750 Added 8.15%
222,360 $5.12 Million
Q3 2023

Oct 30, 2023
BUY
$21.99 - $23.01 $13,611 - $14,243
619 Added 0.3%
205,610 $4.53 Million
Q2 2023

Jul 13, 2023
SELL
$22.87 - $23.59 $71,583 - $73,836
-3,130 Reduced 1.5%
204,991 $4.69 Million
Q1 2023

Apr 14, 2023
BUY
$22.54 - $23.5 $53,780 - $56,071
2,386 Added 1.16%
208,121 $4.87 Million
Q4 2022

Feb 02, 2023
BUY
$22.18 - $23.3 $263,520 - $276,827
11,881 Added 6.13%
205,735 $4.67 Million
Q3 2022

Nov 08, 2022
BUY
$22.58 - $24.36 $83,275 - $89,839
3,688 Added 1.94%
193,854 $4.41 Million
Q2 2022

Aug 11, 2022
BUY
$23.28 - $24.82 $701,263 - $747,652
30,123 Added 18.82%
190,166 $4.55 Million
Q1 2022

May 16, 2022
SELL
$24.71 - $26.22 $2.57 Million - $2.73 Million
-103,935 Reduced 39.37%
160,043 $3.99 Million
Q4 2021

Feb 04, 2022
BUY
$26.24 - $26.74 $6.93 Million - $7.06 Million
263,978 New
263,978 $7.04 Million

Others Institutions Holding GOVT

# of Institutions
748
Shares Held
992M
Call Options Held
11.7K
Put Options Held
619K
View Full List

About ISHARES U.S. TREASURY BOND ETF

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