Brown Wealth Management, LLC Ishares Core S&P Sm Cap ETF Transaction History

Brown Wealth Management, LLC

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$90.56 - $109.49 $3.36 Million - $4.06 Million	-37,051 Reduced 89.11%	4,526 $495 Million
Q1 2025 May 07, 2025	BUY	$102.49 - $119.96 $57,701 - $67,537	563 Added 1.37%	41,577 $4.35 Billion
Q4 2024 Feb 13, 2025	BUY	$113.92 - $127.38 $4.67 Million - $5.22 Million	41,014 New	41,014 $4.73 Billion

2,891

537M

490K

348K

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