Congress Wealth Management LLC Ishares Russell 1000 Val ETF Transaction History

Congress Wealth Management LLC

  • $6.12 Billion
  • Q2 2024

A detailed history of Congress Wealth Management LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 188,957 shares of IWD stock, worth $35.7 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
188,957
Previous 188,516 0.23%
Holding current value
$35.7 Million
Previous $33.8 Million 2.36%
% of portfolio
0.54%
Previous 0.6%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
BUY
$169.4 - $179.05 $74,705 - $78,961
441 Added 0.23%
188,957 $33 Million
Q1 2024

Apr 18, 2024
BUY
$161.84 - $179.11 $812,598 - $899,311
5,021 Added 2.74%
188,516 $33.8 Million
Q4 2023

Feb 09, 2024
BUY
$143.69 - $165.7 $846,908 - $976,635
5,894 Added 3.32%
183,495 $30.3 Million
Q3 2023

Oct 30, 2023
BUY
$151.73 - $163.56 $26 Million - $28.1 Million
171,530 Added 2825.4%
177,601 $27 Million
Q2 2023

Jul 13, 2023
SELL
$148.55 - $157.83 $90,318 - $95,960
-608 Reduced 9.1%
6,071 $958,000
Q1 2023

Apr 14, 2023
SELL
$145.2 - $161.56 $1.64 Million - $1.83 Million
-11,307 Reduced 62.87%
6,679 $1.02 Million
Q4 2022

Feb 02, 2023
BUY
$136.78 - $158.99 $1.47 Million - $1.71 Million
10,746 Added 148.43%
17,986 $2.73 Million
Q2 2022

Aug 11, 2022
BUY
$140.99 - $168.41 $10,151 - $12,125
72 Added 1.0%
7,240 $1.05 Million
Q1 2022

May 16, 2022
SELL
$157.15 - $170.51 $833,209 - $904,044
-5,302 Reduced 42.52%
7,168 $1.19 Million
Q4 2021

Feb 04, 2022
BUY
$157.12 - $168.08 $1.96 Million - $2.1 Million
12,470 New
12,470 $2.09 Million

Others Institutions Holding IWD

# of Institutions
1,640
Shares Held
256M
Call Options Held
229K
Put Options Held
19.7K
View Full List

About ISHARES RUSSELL 1000 VAL ETF

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