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 35,663 shares of GVI stock, worth $3.73 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
35,663
Previous 35,106 1.59%
Holding current value
$3.73 Million
Previous $3.64 Million 4.89%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Nov 12, 2024
BUY
$103.17 - $107.43 $57,465 - $59,838
557 Added 1.59%
35,663 $3.82 Million
Q2 2024

Aug 13, 2024
BUY
$102.13 - $104.03 $137,875 - $140,440
1,350 Added 4.0%
35,106 $3.64 Million
Q1 2024

Apr 18, 2024
SELL
$103.31 - $105.01 $75,622 - $76,867
-732 Reduced 2.12%
33,756 $3.51 Million
Q4 2023

Feb 09, 2024
BUY
$100.06 - $104.91 $543,525 - $569,871
5,432 Added 18.69%
34,488 $3.61 Million
Q3 2023

Oct 30, 2023
SELL
$101.01 - $103.51 $2.24 Million - $2.3 Million
-22,211 Reduced 43.32%
29,056 $2.94 Million
Q2 2023

Jul 13, 2023
BUY
$102.83 - $105.23 $2.3 Million - $2.36 Million
22,389 Added 77.53%
51,267 $5.28 Million
Q1 2023

Apr 14, 2023
SELL
$101.58 - $105.07 $3 Million - $3.1 Million
-29,513 Reduced 50.54%
28,878 $3.02 Million
Q4 2022

Feb 02, 2023
BUY
$100.23 - $103.85 $2.86 Million - $2.96 Million
28,540 Added 95.61%
58,391 $5.98 Million
Q3 2022

Nov 08, 2022
BUY
$101.17 - $107.13 $77,192 - $81,740
763 Added 2.62%
29,851 $3.04 Million
Q2 2022

Aug 11, 2022
SELL
$103.39 - $108.19 $64,101 - $67,077
-620 Reduced 2.09%
29,088 $3.07 Million
Q1 2022

May 16, 2022
SELL
$107.97 - $113.53 $1.57 Million - $1.65 Million
-14,498 Reduced 32.8%
29,708 $3.23 Million
Q4 2021

Feb 04, 2022
BUY
$113.61 - $115.26 $5.02 Million - $5.1 Million
44,206 New
44,206 $5.03 Million

Others Institutions Holding GVI

# of Institutions
287
Shares Held
28.2M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

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