Congress Wealth Management LLC Ishares Dj Us Tech ETF Transaction History

Congress Wealth Management LLC

  • $7.2 Billion
  • Q3 2024

A detailed history of Congress Wealth Management LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 325,270 shares of IYW stock, worth $53.8 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares
325,270
Previous 330,709 1.64%
Holding current value
$53.8 Million
Previous $49.8 Million 0.91%
% of portfolio
0.68%
Previous 0.81%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$133.16 - $158.73 $724,257 - $863,332
-5,439 Reduced 1.64%
325,270 $49.3 Million
Q2 2024

Aug 13, 2024
SELL
$124.75 - $153.46 $718,310 - $883,622
-5,758 Reduced 1.71%
330,709 $49.8 Million
Q1 2024

Apr 18, 2024
SELL
$117.5 - $136.59 $1.71 Million - $1.99 Million
-14,592 Reduced 4.16%
336,467 $45.4 Million
Q4 2023

Feb 09, 2024
BUY
$101.31 - $123.31 $415,877 - $506,187
4,105 Added 1.18%
351,059 $43.1 Million
Q3 2023

Oct 30, 2023
SELL
$103.39 - $113.67 $60,379 - $66,383
-584 Reduced 0.17%
346,954 $36.4 Million
Q2 2023

Jul 13, 2023
SELL
$88.68 - $109.37 $1.13 Million - $1.39 Million
-12,687 Reduced 3.52%
347,538 $37.8 Million
Q1 2023

Apr 14, 2023
SELL
$72.54 - $92.81 $719,451 - $920,489
-9,918 Reduced 2.68%
360,225 $33.4 Million
Q4 2022

Feb 02, 2023
SELL
$71.52 - $81.72 $239,234 - $273,353
-3,345 Reduced 0.9%
370,143 $27.6 Million
Q3 2022

Nov 08, 2022
SELL
$73.37 - $94.5 $268,020 - $345,208
-3,653 Reduced 0.97%
373,488 $27.4 Million
Q2 2022

Aug 11, 2022
SELL
$77.53 - $105.04 $50,472 - $68,381
-651 Reduced 0.17%
377,141 $30.2 Million
Q1 2022

May 16, 2022
SELL
$90.78 - $115.41 $3.53 Million - $4.49 Million
-38,934 Reduced 9.34%
377,792 $38.9 Million
Q4 2021

Feb 04, 2022
BUY
$100.11 - $117.09 $41.7 Million - $48.8 Million
416,726 New
416,726 $47.8 Million

Others Institutions Holding IYW

# of Institutions
1,149
Shares Held
84.4M
Call Options Held
80.4K
Put Options Held
33.1K
View Full List

About ISHARES DJ US TECH ETF

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