A detailed history of Brown Wealth Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Brown Wealth Management, LLC holds 4,369 shares of IVW stock, worth $434,759. This represents 0.15% of its overall portfolio holdings.

Number of Shares
4,369
Previous 4,399 0.68%
Holding current value
$434,759
Previous $407 Million 2.76%
% of portfolio
0.15%
Previous 0.16%

Shares

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

Nov 14, 2024

SELL
$84.77 - $97.13 $2,543 - $2,913
-30 Reduced 0.68%
4,369 $418 Million
Q2 2024

Aug 13, 2024

SELL
$79.31 - $93.31 $79 - $93
-1 Reduced 0.02%
4,399 $407 Million
Q1 2024

May 13, 2024

BUY
$72.87 - $85.14 $510 - $595
7 Added 0.16%
4,400 $372 Million
Q4 2023

Feb 14, 2024

SELL
$65.78 - $75.4 $328 - $377
-5 Reduced 0.11%
4,393 $330 Million
Q3 2023

Nov 14, 2023

SELL
$68.05 - $72.66 $12,180 - $13,006
-179 Reduced 3.91%
4,398 $301 Million
Q2 2023

Aug 08, 2023

BUY
$63.21 - $70.48 $289,312 - $322,586
4,577 New
4,577 $323 Million

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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