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 $616,457. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,999
Previous 5,935 1.08%
Holding current value
$616,457
Previous $549,000 4.55%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES S&P 500 GROWTH ETF


  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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