Congress Wealth Management LLC Ishares Msci Usa Min Vol Facto Transaction History

Congress Wealth Management LLC

  • $6.94 Billion
  • Q4 2024

A detailed history of Congress Wealth Management LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Congress Wealth Management LLC holds 5,930 shares of USMV stock, worth $544,670. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,930
Previous 6,283 5.62%
Holding current value
$544,670
Previous $573,000 8.2%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 11, 2025
SELL
$88.59 - $94.57 $31,272 - $33,383
-353 Reduced 5.62%
5,930 $526,000
Q3 2024

Nov 12, 2024
BUY
$83.76 - $91.82 $16,752 - $18,364
200 Added 3.29%
6,283 $573,000
Q2 2024

Aug 13, 2024
SELL
$79.92 - $84.63 $30,289 - $32,074
-379 Reduced 5.87%
6,083 $510,000
Q1 2024

Apr 18, 2024
BUY
$77.86 - $83.58 $9,888 - $10,614
127 Added 2.0%
6,462 $540,000
Q4 2023

Feb 09, 2024
BUY
$70.56 - $78.63 $28,859 - $32,159
409 Added 6.9%
6,335 $494,000
Q3 2023

Oct 30, 2023
BUY
$72.38 - $76.06 $428,923 - $450,731
5,926 New
5,926 $428,000
Q4 2022

Feb 02, 2023
BUY
$65.75 - $75.5 $7,561 - $8,682
115 Added 3.06%
3,869 $278,000
Q2 2022

Aug 11, 2022
SELL
$66.73 - $79.1 $25,691 - $30,453
-385 Reduced 9.3%
3,754 $263,000
Q1 2022

May 16, 2022
BUY
$71.88 - $80.4 $3,450 - $3,859
48 Added 1.17%
4,139 $321,000
Q4 2021

Feb 04, 2022
BUY
$73.28 - $81.04 $299,788 - $331,534
4,091 New
4,091 $332,000

Others Institutions Holding USMV

# of Institutions
1,392
Shares Held
200M
Call Options Held
8.5K
Put Options Held
33.9K
View Full List

About ISHARES MSCI USA MIN VOL FACTO

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