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

Brown Wealth Management, LLC

$282 Billion
Q4 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 38,255 shares of IVV stock, worth $22.1 Million. This represents 7.98% of its overall portfolio holdings.

Number of Shares

38,255

Previous 37,171 2.92%

Holding current value

$22.1 Million

Previous $21.4 Billion 5.03%

% of portfolio

7.98%

Previous 7.74%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$570.51 - $610.59 $618,432 - $661,879	1,084 Added 2.92%	38,255 $22.5 Billion
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

3,859

Shares Held

761M

Call Options Held

1.94M

Put Options Held

2.31M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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