Congress Wealth Management LLC Ishares S&P 500 Value ETF Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 6,222 shares of IVE stock, worth $1.3 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,222
Previous 5,542 12.27%
Holding current value
$1.3 Million
Previous $1.06 Million 15.06%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$168.34 - $195.42 $114,471 - $132,885
680 Added 12.27%
6,222 $1.22 Million
Q1 2025

May 14, 2025
BUY
$185.78 - $198.58 $1.03 Million - $1.1 Million
5,542 New
5,542 $1.06 Million
Q1 2022

May 16, 2022
SELL
$147.46 - $159.06 $779,915 - $841,268
-5,289 Closed
0 $0
Q4 2021

Feb 04, 2022
BUY
$145.8 - $156.8 $771,136 - $829,315
5,289 New
5,289 $828,000

Others Institutions Holding IVE

# of Institutions
1,766
Shares Held
168M
Call Options Held
67.9K
Put Options Held
38.7K
View Full List

About ISHARES S&P 500 VALUE ETF

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