Brown Wealth Management, LLC Ishares S&P 500 Growth 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 Growth ETF stock. As of the latest transaction made, Brown Wealth Management, LLC holds 4,400 shares of IVW stock, worth $411,400. This represents 0.15% of its overall portfolio holdings.
Number of Shares
4,400
Previous 4,393
0.16%
Holding current value
$411,400
Previous $330 Million
12.62%
% of portfolio
0.15%
Previous 0.15%
Shares
4 transactions
Others Institutions Holding IVW
# of Institutions
1,691Shares Held
393MCall Options Held
379KPut Options Held
355K-
Jpmorgan Chase & CO New York, NY46.7MShares$4.36 Billion0.36% of portfolio
-
Envestnet Asset Management Inc33.3MShares$3.12 Billion1.07% of portfolio
-
Morgan Stanley New York, NY31.4MShares$2.93 Billion0.22% of portfolio
-
Bank Of America Corp Charlotte, NC17.8MShares$1.67 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA15.1MShares$1.41 Billion0.31% of portfolio