Congress Wealth Management LLC Ishares Msci Usa Min Vol Facto Transaction History

Congress Wealth Management LLC

$7.2 Billion
Q3 2024

A detailed history of Congress Wealth Management LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Congress Wealth Management LLC holds 6,283 shares of USMV stock, worth $577,721. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,283

Previous 6,083 3.29%

Holding current value

$577,721

Previous $510,000 12.35%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$83.76 - $91.82 $16,752 - $18,364	200 Added 3.29%	6,283 $573,000
Q2 2024 Aug 13, 2024	SELL	$79.92 - $84.63 $30,289 - $32,074	-379 Reduced 5.87%	6,083 $510,000
Q1 2024 Apr 18, 2024	BUY	$77.86 - $83.58 $9,888 - $10,614	127 Added 2.0%	6,462 $540,000
Q4 2023 Feb 09, 2024	BUY	$70.56 - $78.63 $28,859 - $32,159	409 Added 6.9%	6,335 $494,000
Q3 2023 Oct 30, 2023	BUY	$72.38 - $76.06 $428,923 - $450,731	5,926 New	5,926 $428,000
Q4 2022 Feb 02, 2023	BUY	$65.75 - $75.5 $7,561 - $8,682	115 Added 3.06%	3,869 $278,000
Q2 2022 Aug 11, 2022	SELL	$66.73 - $79.1 $25,691 - $30,453	-385 Reduced 9.3%	3,754 $263,000
Q1 2022 May 16, 2022	BUY	$71.88 - $80.4 $3,450 - $3,859	48 Added 1.17%	4,139 $321,000
Q4 2021 Feb 04, 2022	BUY	$73.28 - $81.04 $299,788 - $331,534	4,091 New	4,091 $332,000

Others Institutions Holding USMV

# of Institutions

1,316

Shares Held

200M

Call Options Held

10.6K

Put Options Held

27K

View Full List

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
Sector ETFs
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Congress Wealth Management LLC Ishares Msci Usa Min Vol Facto Transaction History