Congress Wealth Management LLC Ishares Dj Us Tech ETF Transaction History

Congress Wealth Management LLC

$6.94 Billion
Q4 2024

A detailed history of Congress Wealth Management LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 330,921 shares of IYW stock, worth $53.8 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares

330,921

Previous 325,270 1.74%

Holding current value

$53.8 Million

Previous $49.3 Million 7.04%

% of portfolio

0.76%

Previous 0.68%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$148.14 - $166.23 $837,139 - $939,365	5,651 Added 1.74%	330,921 $52.8 Million
Q3 2024 Nov 12, 2024	SELL	$133.16 - $158.73 $724,257 - $863,332	-5,439 Reduced 1.64%	325,270 $49.3 Million
Q2 2024 Aug 13, 2024	SELL	$124.75 - $153.46 $718,310 - $883,622	-5,758 Reduced 1.71%	330,709 $49.8 Million
Q1 2024 Apr 18, 2024	SELL	$117.5 - $136.59 $1.71 Million - $1.99 Million	-14,592 Reduced 4.16%	336,467 $45.4 Million
Q4 2023 Feb 09, 2024	BUY	$101.31 - $123.31 $415,877 - $506,187	4,105 Added 1.18%	351,059 $43.1 Million
Q3 2023 Oct 30, 2023	SELL	$103.39 - $113.67 $60,379 - $66,383	-584 Reduced 0.17%	346,954 $36.4 Million
Q2 2023 Jul 13, 2023	SELL	$88.68 - $109.37 $1.13 Million - $1.39 Million	-12,687 Reduced 3.52%	347,538 $37.8 Million
Q1 2023 Apr 14, 2023	SELL	$72.54 - $92.81 $719,451 - $920,489	-9,918 Reduced 2.68%	360,225 $33.4 Million
Q4 2022 Feb 02, 2023	SELL	$71.52 - $81.72 $239,234 - $273,353	-3,345 Reduced 0.9%	370,143 $27.6 Million
Q3 2022 Nov 08, 2022	SELL	$73.37 - $94.5 $268,020 - $345,208	-3,653 Reduced 0.97%	373,488 $27.4 Million
Q2 2022 Aug 11, 2022	SELL	$77.53 - $105.04 $50,472 - $68,381	-651 Reduced 0.17%	377,141 $30.2 Million
Q1 2022 May 16, 2022	SELL	$90.78 - $115.41 $3.53 Million - $4.49 Million	-38,934 Reduced 9.34%	377,792 $38.9 Million
Q4 2021 Feb 04, 2022	BUY	$100.11 - $117.09 $41.7 Million - $48.8 Million	416,726 New	416,726 $47.8 Million

Others Institutions Holding IYW

# of Institutions

1,211

Shares Held

84.6M

Call Options Held

76.9K

Put Options Held

34.3K

View Full List

About ISHARES DJ US TECH ETF

Ticker IYW
Sector ETFs
Industry ETFs

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Congress Wealth Management LLC Ishares Dj Us Tech ETF Transaction History