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

Brown Miller Wealth Management, LLC

  • $257 Million
  • Q3 2024

A detailed history of Brown Miller Wealth Management, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Brown Miller Wealth Management, LLC holds 1,231 shares of IVE stock, worth $238,518. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,231
Previous 2,314 46.8%
Holding current value
$238,518
Previous $421,000 42.52%
% of portfolio
0.09%
Previous 0.17%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 10, 2024
SELL
$181.06 - $197.17 $196,087 - $213,535
-1,083 Reduced 46.8%
1,231 $242,000
Q2 2024

Jul 12, 2024
SELL
$176.58 - $186.7 $47,146 - $49,848
-267 Reduced 10.34%
2,314 $421,000
Q4 2023

Jan 18, 2024
SELL
$147.64 - $174.21 $5,757 - $6,794
-39 Reduced 1.49%
2,581 $449,000
Q3 2023

Oct 17, 2023
SELL
$153.33 - $166.75 $1,226 - $1,334
-8 Reduced 0.3%
2,620 $403,000
Q1 2023

Apr 10, 2023
BUY
$144.21 - $159.47 $378,983 - $419,087
2,628 New
2,628 $399,000

Others Institutions Holding IVE

# of Institutions
1,532
Shares Held
139M
Call Options Held
91.7K
Put Options Held
29.4K
View Full List

About ISHARES S&P 500 VALUE ETF

IVE Quotes by TradingView
  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
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