Congress Wealth Management LLC Ishares Dj Us Tech ETF Transaction History
Congress Wealth Management LLC
- $6.12 Billion
- Q2 2024
A detailed history of Congress Wealth Management LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 330,709 shares of IYW stock, worth $50 Million. This represents 0.81% of its overall portfolio holdings.
Number of Shares
330,709
Previous 336,467
1.71%
Holding current value
$50 Million
Previous $45.4 Million
9.52%
% of portfolio
0.81%
Previous 0.81%
Shares
11 transactions
Others Institutions Holding IYW
# of Institutions
1,106Shares Held
82.4MCall Options Held
104KPut Options Held
83.7K-
Envestnet Asset Management Inc11.8MShares$1.79 Billion0.63% of portfolio
-
Morgan Stanley New York, NY5.81MShares$878 Million0.07% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.6MShares$696 Million15.63% of portfolio
-
Bank Of America Corp Charlotte, NC4.39MShares$664 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.02MShares$607 Million0.31% of portfolio