Brown Wealth Management, LLC Ishares S&P 500 Value ETF Transaction History

Brown Wealth Management, LLC

$282 Billion
Q4 2024

A detailed history of Brown Wealth Management, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Brown Wealth Management, LLC holds 1,597 shares of IVE stock, worth $306,017. This represents 0.11% of its overall portfolio holdings.

Number of Shares

1,597

Previous 1,597 -0.0%

Holding current value

$306,017

Previous $315 Million 3.19%

% of portfolio

0.11%

Previous 0.11%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$181.06 - $197.17 $905 - $985	5 Added 0.31%	1,597 $315 Million
Q2 2024 Aug 13, 2024	SELL	$176.58 - $186.7 $176 - $186	-1 Reduced 0.06%	1,592 $290 Million
Q1 2024 May 13, 2024	BUY	$171.09 - $186.81 $855 - $934	5 Added 0.31%	1,593 $298 Million
Q4 2023 Feb 14, 2024	BUY	$147.64 - $174.21 $1,771 - $2,090	12 Added 0.76%	1,588 $276 Million
Q3 2023 Nov 14, 2023	SELL	$153.33 - $166.75 $2,299 - $2,501	-15 Reduced 0.94%	1,576 $242 Million
Q2 2023 Aug 08, 2023	BUY	$149.72 - $161.19 $238,204 - $256,453	1,591 New	1,591 $256 Million

Others Institutions Holding IVE

# of Institutions

1,676

Shares Held

146M

Call Options Held

107K

Put Options Held

60.7K

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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Brown Wealth Management, LLC Ishares S&P 500 Value ETF Transaction History