Brown Wealth Management, LLC Ishares Core S&P 500 ETF Transaction History
Brown Wealth Management, LLC
- $248 Billion
- Q2 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 25,720 shares of IVV stock, worth $14.8 Million. This represents 5.67% of its overall portfolio holdings.
Number of Shares
25,720
Previous 26,245
2.0%
Holding current value
$14.8 Million
Previous $13.8 Billion
2.01%
% of portfolio
5.67%
Previous 5.71%
Shares
2 transactions
Others Institutions Holding IVV
# of Institutions
3,324Shares Held
659MCall Options Held
715KPut Options Held
951K-
Black Rock Inc. New York, NY66.4MShares$38.1 Billion0.84% of portfolio
-
Envestnet Asset Management Inc36MShares$20.7 Billion7.01% of portfolio
-
Northwestern Mutual Wealth Management CO28.4MShares$16.3 Billion15.33% of portfolio
-
Marshall Wace, LLP London, X022.5MShares$12.9 Billion17.06% of portfolio
-
Morgan Stanley New York, NY21.8MShares$12.5 Billion0.94% of portfolio