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 $3.71 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
35,663
Previous 35,106 1.59%
Holding current value
$3.71 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
289
Shares Held
28.3M
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
Track This Portfolio

Track Congress Wealth Management LLC Portfolio

Follow Congress Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Congress Wealth Management LLC , based on Form 13F filings with the SEC.

News

Stay updated on Congress Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email