Congress Wealth Management LLC Ishares Russell 3000 ETF Transaction History

Congress Wealth Management LLC

  • $7.2 Billion
  • Q3 2024

A detailed history of Congress Wealth Management LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 5,183 shares of IWV stock, worth $1.76 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,183
Previous 2,848 81.99%
Holding current value
$1.76 Million
Previous $879,000 92.61%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Nov 12, 2024
BUY
$294.75 - $326.73 $688,241 - $762,914
2,335 Added 81.99%
5,183 $1.69 Million
Q2 2024

Aug 13, 2024
BUY
$283.16 - $309.9 $806,439 - $882,595
2,848 New
2,848 $879,000
Q4 2023

Feb 09, 2024
SELL
$234.36 - $274.87 $554,964 - $650,892
-2,368 Reduced 60.59%
1,540 $421,000
Q3 2023

Oct 30, 2023
BUY
$243.9 - $263.56 $705,602 - $762,479
2,893 Added 285.02%
3,908 $957,000
Q1 2023

Apr 14, 2023
SELL
$218.83 - $242.18 $314,021 - $347,528
-1,435 Reduced 58.57%
1,015 $238,000
Q4 2022

Feb 02, 2023
BUY
$206.89 - $235.47 $89,997 - $102,429
435 Added 21.59%
2,450 $540,000
Q3 2022

Nov 08, 2022
BUY
$207.04 - $249.4 $12,422 - $14,964
60 Added 3.07%
2,015 $418,000
Q2 2022

Aug 11, 2022
BUY
$210.65 - $265.31 $198,011 - $249,391
940 Added 92.61%
1,955 $425,000
Q1 2022

May 16, 2022
SELL
$242.02 - $279.09 $848,280 - $978,210
-3,505 Reduced 77.54%
1,015 $266,000
Q4 2021

Feb 04, 2022
BUY
$254.66 - $279.11 $1.15 Million - $1.26 Million
4,520 New
4,520 $1.25 Million

Others Institutions Holding IWV

# of Institutions
851
Shares Held
26.8M
Call Options Held
19.5K
Put Options Held
3K
View Full List

About ISHARES RUSSELL 3000 ETF

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