Congress Wealth Management LLC Ishares Dj Us Tech ETF Transaction History

Congress Wealth Management LLC

  • $6.94 Billion
  • Q4 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 330,921 shares of IYW stock, worth $50.4 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares
330,921
Previous 325,270 1.74%
Holding current value
$50.4 Million
Previous $49.3 Million 7.04%
% of portfolio
0.76%
Previous 0.68%

Shares

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

Feb 11, 2025
BUY
$148.14 - $166.23 $837,139 - $939,365
5,651 Added 1.74%
330,921 $52.8 Million
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
1,240
Shares Held
84.2M
Call Options Held
118K
Put Options Held
73.1K
View Full List

About ISHARES DJ US TECH ETF

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