Brown Wealth Management, LLC Ishares S&P 500 Growth ETF Transaction History
Brown Wealth Management, LLC
- $277 Billion
- Q3 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 4,369 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
Others Institutions Holding IVW
# of Institutions
1,818Shares Held
417MCall Options Held
355KPut Options Held
454K-
Envestnet Asset Management Inc46.5MShares$4.63 Billion1.47% of portfolio
-
Jpmorgan Chase & CO New York, NY44.1MShares$4.39 Billion0.35% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.32 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.85 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.7MShares$1.56 Billion0.69% of portfolio