Congress Wealth Management LLC Ishares Tr Transaction History

Congress Wealth Management LLC

  • $6.94 Billion
  • Q4 2024

A detailed history of Congress Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Congress Wealth Management LLC holds 138,283 shares of DVY stock, worth $19.1 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
138,283
Previous 135,329 2.18%
Holding current value
$19.1 Million
Previous $18.3 Million 0.67%
% of portfolio
0.26%
Previous 0.25%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$129.55 - $143.41 $382,690 - $423,633
2,954 Added 2.18%
138,283 $18.2 Million
Q3 2024

Nov 12, 2024
BUY
$119.99 - $135.74 $16.2 Million - $18.4 Million
135,329 New
135,329 $18.3 Million
Q4 2023

Feb 09, 2024
BUY
$102.97 - $119.06 $455,024 - $526,126
4,419 New
4,419 $517,000
Q4 2022

Feb 02, 2023
BUY
$107.39 - $125.5 $182,026 - $212,722
1,695 New
1,695 $204,000
Q2 2022

Aug 11, 2022
SELL
$113.21 - $132.14 $214,306 - $250,141
-1,893 Closed
0 $0
Q1 2022

May 16, 2022
BUY
$119.99 - $129.75 $8,999 - $9,731
75 Added 4.13%
1,893 $243,000
Q4 2021

Feb 04, 2022
BUY
$114.37 - $122.59 $207,924 - $222,868
1,818 New
1,818 $223,000

Others Institutions Holding DVY

# of Institutions
1,445
Shares Held
95M
Call Options Held
1.8M
Put Options Held
161K
View Full List

About ISHARES TR

DVY Quotes by TradingView
  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
Track This Portfolio

Track Congress Wealth Management LLC Portfolio

Follow Congress Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Congress Wealth Management LLC , based on Form 13F filings with the SEC.

News

Stay updated on Congress Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email