Brown Wealth Management, LLC Ishares Russell 2000 Gwt ETF Transaction History

Brown Wealth Management, LLC

  • $277 Billion
  • Q3 2024

A detailed history of Brown Wealth Management, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Brown Wealth Management, LLC holds 2,391 shares of IWO stock, worth $713,833. This represents 0.25% of its overall portfolio holdings.

Number of Shares
2,391
Previous 2,534 5.64%
Holding current value
$713,833
Previous $665 Million 2.07%
% of portfolio
0.25%
Previous 0.27%

Shares

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

Nov 14, 2024
SELL
$256.4 - $289.78 $36,665 - $41,438
-143 Reduced 5.64%
2,391 $679 Million
Q2 2024

Aug 13, 2024
BUY
$245.29 - $268.7 $111,361 - $121,989
454 Added 21.83%
2,534 $665 Million
Q1 2024

May 13, 2024
SELL
$239.5 - $270.8 $5,508 - $6,228
-23 Reduced 1.09%
2,080 $563 Million
Q4 2023

Feb 14, 2024
BUY
$204.07 - $257.57 $429,159 - $541,669
2,103 New
2,103 $530 Million
Q2 2023

Aug 08, 2023
BUY
$219.8 - $242.66 $459,162 - $506,916
2,089 New
2,089 $507 Million

Others Institutions Holding IWO

# of Institutions
1,055
Shares Held
32.3M
Call Options Held
178K
Put Options Held
176K
View Full List

About ISHARES RUSSELL 2000 GWT ETF

IWO Quotes by TradingView
  • Ticker IWO
  • Sector ETFs
  • Industry ETFs
More about IWO
Track This Portfolio

Track Brown Wealth Management, LLC Portfolio

Follow Brown 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 Brown Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Brown Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email