Congress Wealth Management LLC Ishares Core S&P U.S. Value Et Transaction History

Congress Wealth Management LLC

  • $7.2 Billion
  • Q3 2024

A detailed history of Congress Wealth Management LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Congress Wealth Management LLC holds 3,636 shares of IUSV stock, worth $355,055. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,636
Previous 3,636 -0.0%
Holding current value
$355,055
Previous $320,000 8.44%
% of portfolio
0.0%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 09, 2024
BUY
$71.48 - $84.61 $10,507 - $12,437
147 Added 4.21%
3,636 $306,000
Q3 2023

Oct 30, 2023
BUY
$74.38 - $81.04 $259,511 - $282,748
3,489 New
3,489 $260,000

Others Institutions Holding IUSV

# of Institutions
726
Shares Held
159M
Call Options Held
2.8K
Put Options Held
2K
View Full List

About ISHARES CORE S&P U.S. VALUE ET

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