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

Congress Wealth Management LLC

$7.2 Billion
Q3 2024

A detailed history of Congress Wealth Management LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 5,999 shares of IVW stock, worth $596,960. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,999

Previous 5,935 1.08%

Holding current value

$596,960

Previous $549,000 4.55%

% of portfolio

0.01%

Previous 0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$84.77 - $97.13 $5,425 - $6,216	64 Added 1.08%	5,999 $574,000
Q2 2024 Aug 13, 2024	SELL	$79.31 - $93.31 $15,782 - $18,568	-199 Reduced 3.24%	5,935 $549,000
Q1 2024 Apr 18, 2024	SELL	$72.87 - $85.14 $392,040 - $458,053	-5,380 Reduced 46.73%	6,134 $517,000
Q4 2023 Feb 09, 2024	BUY	$65.78 - $75.4 $363,105 - $416,208	5,520 Added 92.09%	11,514 $864,000
Q3 2023 Oct 30, 2023	SELL	$68.05 - $72.66 $228,648 - $244,137	-3,360 Reduced 35.92%	5,994 $410,000
Q1 2023 Apr 14, 2023	SELL	$57.25 - $63.89 $75,283 - $84,015	-1,315 Reduced 12.33%	9,354 $597,000
Q4 2022 Feb 02, 2023	BUY	$56.73 - $63.56 $56 - $63	1 Added 0.01%	10,669 $624,000
Q3 2022 Nov 08, 2022	BUY	$57.85 - $71.43 $96,667 - $119,359	1,671 Added 18.57%	10,668 $617,000
Q2 2022 Aug 11, 2022	SELL	$58.13 - $77.8 $176,424 - $236,123	-3,035 Reduced 25.22%	8,997 $543,000
Q1 2022 May 16, 2022	SELL	$68.33 - $84.32 $95,798 - $118,216	-1,402 Reduced 10.44%	12,032 $919,000
Q4 2021 Feb 04, 2022	BUY	$73.18 - $84.81 $983,100 - $1.14 Million	13,434 New	13,434 $1.12 Million

Others Institutions Holding IVW

# of Institutions

1,816

Shares Held

414M

Call Options Held

355K

Put Options Held

454K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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