Congress Wealth Management LLC Ishares Core S&P U.S. Value 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. Value Et stock. As of the latest transaction made, Congress Wealth Management LLC holds 8,532 shares of IUSV stock, worth $864,462. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,532
Previous 4,348 96.23%
Holding current value
$864,462
Previous $401,000 101.25%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 13, 2025
BUY
$81.46 - $94.63 $340,828 - $395,931
4,184 Added 96.23%
8,532 $807,000
Q1 2025

May 14, 2025
BUY
$90.0 - $96.32 $84,600 - $90,540
940 Added 27.58%
4,348 $401,000
Q4 2024

Feb 11, 2025
SELL
$91.94 - $100.02 $20,962 - $22,804
-228 Reduced 6.27%
3,408 $315,000
Q4 2023

Feb 09, 2024
BUY
$71.48 - $84.61 $10,507 - $12,437
147 Added 4.21%
3,636 $306,000
Q3 2023

Oct 30, 2023
BUY
$74.38 - $81.04 $259,511 - $282,748
3,489 New
3,489 $260,000

Others Institutions Holding IUSV

# of Institutions
834
Shares Held
192M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES CORE S&P U.S. VALUE ET

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