Brown Wealth Management, LLC Ishares S&P 500 Growth 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 Growth ETF stock. As of the latest transaction made, Brown Wealth Management, LLC holds 4,369 shares of IVW stock, worth $436,550. This represents 0.15% of its overall portfolio holdings.

Number of Shares

4,369

Previous 4,399 0.68%

Holding current value

$436,550

Previous $407 Million 2.76%

% of portfolio

0.15%

Previous 0.16%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$84.77 - $97.13 $2,543 - $2,913	-30 Reduced 0.68%	4,369 $418 Million
Q2 2024 Aug 13, 2024	SELL	$79.31 - $93.31 $79 - $93	-1 Reduced 0.02%	4,399 $407 Million
Q1 2024 May 13, 2024	BUY	$72.87 - $85.14 $510 - $595	7 Added 0.16%	4,400 $372 Million
Q4 2023 Feb 14, 2024	SELL	$65.78 - $75.4 $328 - $377	-5 Reduced 0.11%	4,393 $330 Million
Q3 2023 Nov 14, 2023	SELL	$68.05 - $72.66 $12,180 - $13,006	-179 Reduced 3.91%	4,398 $301 Million
Q2 2023 Aug 08, 2023	BUY	$63.21 - $70.48 $289,312 - $322,586	4,577 New	4,577 $323 Million

Others Institutions Holding IVW

# of Institutions

1,818

Shares Held

417M

Call Options Held

355K

Put Options Held

454K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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