Congress Wealth Management LLC Ishares Core S&P 500 ETF Transaction History

Congress Wealth Management LLC

  • $5.64 Billion
  • Q1 2024

A detailed history of Congress Wealth Management LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 19,365 shares of IVV stock, worth $10.7 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
19,365
Previous 32,708 40.79%
Holding current value
$10.7 Million
Previous $15.6 Million 34.84%
% of portfolio
0.18%
Previous 0.29%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024
SELL
$469.56 - $525.73 $6.27 Million - $7.01 Million
-13,343 Reduced 40.79%
19,365 $10.2 Million
Q4 2023

Feb 09, 2024
BUY
$412.55 - $479.0 $4.64 Million - $5.38 Million
11,240 Added 52.36%
32,708 $15.6 Million
Q3 2023

Oct 30, 2023
BUY
$427.76 - $460.18 $2.2 Million - $2.37 Million
5,148 Added 31.54%
21,468 $9.22 Million
Q2 2023

Jul 13, 2023
SELL
$406.17 - $445.71 $115,352 - $126,581
-284 Reduced 1.71%
16,320 $7.27 Million
Q1 2023

Apr 14, 2023
SELL
$381.13 - $418.66 $4.28 Million - $4.7 Million
-11,221 Reduced 40.33%
16,604 $6.83 Million
Q4 2022

Feb 02, 2023
SELL
$374.51 - $409.32 $7.91 Million - $8.65 Million
-21,122 Reduced 43.15%
27,825 $10.7 Million
Q3 2022

Nov 08, 2022
SELL
$371.42 - $432.04 $501,417 - $583,254
-1,350 Reduced 2.68%
48,947 $17.6 Million
Q2 2022

Aug 11, 2022
SELL
$366.99 - $458.8 $56,883 - $71,114
-155 Reduced 0.31%
50,297 $19.1 Million
Q1 2022

May 16, 2022
SELL
$418.06 - $479.84 $14 Million - $16.1 Million
-33,559 Reduced 39.95%
50,452 $22.9 Million
Q4 2021

Feb 04, 2022
BUY
$430.29 - $479.53 $36.1 Million - $40.3 Million
84,011 New
84,011 $40.1 Million

Others Institutions Holding IVV

# of Institutions
3,250
Shares Held
623M
Call Options Held
794K
Put Options Held
622K
View Full List

About ISHARES CORE S&P 500 ETF

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