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

Brown Wealth Management, LLC

  • $242 Billion
  • Q1 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 1,593 shares of IVE stock, worth $298,209. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,593
Previous 1,588 0.31%
Holding current value
$298,209
Previous $276 Million 7.77%
% of portfolio
0.12%
Previous 0.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,421
Shares Held
138M
Call Options Held
124K
Put Options Held
11.6K
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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