Brown Wealth Management, LLC Ishares S&P 500 Value ETF Transaction History

Brown Wealth Management, LLC

  • $277 Billion
  • Q3 2024

A detailed history of Brown Wealth Management, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Brown Wealth Management, LLC holds 1,597 shares of IVE stock, worth $325,133. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,597
Previous 1,592 0.31%
Holding current value
$325,133
Previous $290 Million 8.67%
% of portfolio
0.11%
Previous 0.12%

Shares

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

Nov 14, 2024
BUY
$181.06 - $197.17 $905 - $985
5 Added 0.31%
1,597 $315 Million
Q2 2024

Aug 13, 2024
SELL
$176.58 - $186.7 $176 - $186
-1 Reduced 0.06%
1,592 $290 Million
Q1 2024

May 13, 2024
BUY
$171.09 - $186.81 $855 - $934
5 Added 0.31%
1,593 $298 Million
Q4 2023

Feb 14, 2024
BUY
$147.64 - $174.21 $1,771 - $2,090
12 Added 0.76%
1,588 $276 Million
Q3 2023

Nov 14, 2023
SELL
$153.33 - $166.75 $2,299 - $2,501
-15 Reduced 0.94%
1,576 $242 Million
Q2 2023

Aug 08, 2023
BUY
$149.72 - $161.19 $238,204 - $256,453
1,591 New
1,591 $256 Million

Others Institutions Holding IVE

# of Institutions
1,529
Shares Held
139M
Call Options Held
91.7K
Put Options Held
29.4K
View Full List

About ISHARES S&P 500 VALUE ETF

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