Brown Wealth Management, LLC Ishares Barclays 0 5 Year Tips Transaction History

Brown Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$102.02 - $103.5 $38,257 - $38,812	-375 Reduced 2.27%	16,160 $1.66 Billion
Q1 2025 May 07, 2025	BUY	$100.59 - $103.47 $21,526 - $22,142	214 Added 1.31%	16,535 $1.71 Billion
Q4 2024 Feb 13, 2025	BUY	$100.24 - $101.35 $91,218 - $92,228	910 Added 5.9%	16,321 $1.64 Billion
Q3 2024 Nov 14, 2024	BUY	$98.99 - $101.51 $131,359 - $134,703	1,327 Added 9.42%	15,411 $1.56 Billion
Q2 2024 Aug 13, 2024	BUY	$98.69 - $99.57 $24,968 - $25,191	253 Added 1.83%	14,084 $1.4 Billion

Q1 2024 May 13, 2024	BUY	$98.36 - $99.47 $1.36 Million - $1.38 Million	13,831 New	13,831 $1.38 Billion

860

79.7M

5.6K

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

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