Congress Wealth Management LLC Ishares Core S&P U.S Growth Et Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Congress Wealth Management LLC holds 2,767 shares of IUSG stock, worth $456,555. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,767
Previous 2,131 29.85%
Holding current value
$456,555
Previous $270,000 54.07%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 13, 2025
BUY
$113.67 - $150.4 $72,294 - $95,654
636 Added 29.85%
2,767 $416,000
Q1 2025

May 14, 2025
BUY
$126.86 - $146.45 $270,338 - $312,084
2,131 New
2,131 $270,000

Others Institutions Holding IUSG

# of Institutions
904
Shares Held
120M
Call Options Held
3.8K
Put Options Held
3.6K
View Full List

About ISHARES CORE S&P U.S GROWTH ET

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