Morton Brown Family Wealth, LLC Ishares Core S&P 500 ETF Transaction History

Morton Brown Family Wealth, LLC

$287 Million
Q4 2024

A detailed history of Morton Brown Family Wealth, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 624 shares of IVV stock, worth $377,307. This represents 0.13% of its overall portfolio holdings.

Number of Shares

624

Previous 311 100.64%

Holding current value

$377,307

Previous $179,000 105.03%

% of portfolio

0.13%

Previous 0.06%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$570.51 - $610.59 $178,569 - $191,114	313 Added 100.64%	624 $367,000
Q3 2024 Oct 24, 2024	SELL	$520.18 - $576.82 $32,251 - $35,762	-62 Reduced 16.62%	311 $179,000
Q2 2024 Jul 30, 2024	BUY	$497.53 - $549.64 $20,896 - $23,084	42 Added 12.69%	373 $204,000
Q1 2024 Apr 23, 2024	BUY	$469.56 - $525.73 $33,808 - $37,852	72 Added 27.8%	331 $174,000
Q4 2023 Jan 26, 2024	BUY	$412.55 - $479.0 $26,815 - $31,135	65 Added 33.51%	259 $123,000
Q3 2023 Oct 18, 2023	BUY	$427.76 - $460.18 $82,985 - $89,274	194 New	194 $83,000
Q1 2023 Apr 25, 2023	BUY	$381.13 - $418.66 $6,479 - $7,117	17 New	17 $6,000
Q1 2022 Apr 20, 2022	SELL	$418.06 - $479.84 $192,725 - $221,206	-461 Closed	0 $0
Q4 2021 Feb 11, 2022	BUY	$430.29 - $479.53 $198,363 - $221,063	461 New	461 $220,000

Others Institutions Holding IVV

# of Institutions

3,569

Shares Held

696M

Call Options Held

1.44M

Put Options Held

1.11M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Morton Brown Family Wealth, LLC Ishares Core S&P 500 ETF Transaction History