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

Brown Wealth Management, LLC

  • $277 Billion
  • Q3 2024

A detailed history of Brown Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Brown Wealth Management, LLC holds 37,171 shares of IVV stock, worth $22.1 Million. This represents 7.74% of its overall portfolio holdings.

Number of Shares
37,171
Previous 25,720 44.52%
Holding current value
$22.1 Million
Previous $14.1 Billion 52.34%
% of portfolio
7.74%
Previous 5.67%

Shares

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

Nov 14, 2024
BUY
$520.18 - $576.82 $5.96 Million - $6.61 Million
11,451 Added 44.52%
37,171 $21.4 Billion
Q2 2024

Aug 13, 2024
SELL
$497.53 - $549.64 $261,203 - $288,561
-525 Reduced 2.0%
25,720 $14.1 Billion
Q1 2024

May 13, 2024
BUY
$469.56 - $525.73 $12.3 Million - $13.8 Million
26,245 New
26,245 $13.8 Billion

Others Institutions Holding IVV

# of Institutions
3,448
Shares Held
686M
Call Options Held
1.45M
Put Options Held
1.1M
View Full List

About ISHARES CORE S&P 500 ETF

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