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
Quarter Operation Price Per share shares change shares Held SEC Form
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
Track This Portfolio

Track Brown Wealth Management, LLC Portfolio

Follow Brown Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Brown Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Brown Wealth Management, LLC with notifications on news.