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 85,499 shares of IWD stock, worth $16.6 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
85,499
Previous 188,957 54.75%
Holding current value
$16.6 Million
Previous $33 Million 50.78%
% of portfolio
0.23%
Previous 0.54%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$173.36 - $189.8 $17.9 Million - $19.6 Million
-103,458 Reduced 54.75%
85,499 $16.2 Million
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

About ISHARES RUSSELL 1000 VAL ETF


  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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