Brown Wealth Management, LLC Ishares Russell 3000 ETF Transaction History

Brown Wealth Management, LLC

  • $282 Billion
  • Q4 2024

A detailed history of Brown Wealth Management, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Brown Wealth Management, LLC holds 2,064 shares of IWV stock, worth $652,203. This represents 0.24% of its overall portfolio holdings.

Number of Shares
2,064
Previous 2,040 1.18%
Holding current value
$652,203
Previous $666 Million 3.5%
% of portfolio
0.24%
Previous 0.24%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$323.08 - $349.08 $7,753 - $8,377
24 Added 1.18%
2,064 $690 Million
Q3 2024

Nov 14, 2024
BUY
$294.75 - $326.73 $294 - $326
1 Added 0.05%
2,040 $666 Million
Q2 2024

Aug 13, 2024
SELL
$283.16 - $309.9 $36,810 - $40,287
-130 Reduced 5.99%
2,039 $629 Million
Q1 2024

May 13, 2024
BUY
$268.36 - $300.08 $268 - $300
1 Added 0.05%
2,169 $651 Million
Q4 2023

Feb 14, 2024
BUY
$234.36 - $274.87 $937 - $1,099
4 Added 0.18%
2,168 $593 Million
Q3 2023

Nov 14, 2023
BUY
$243.9 - $263.56 $15,121 - $16,340
62 Added 2.95%
2,164 $530 Million
Q2 2023

Aug 08, 2023
BUY
$231.57 - $254.48 $486,760 - $534,916
2,102 New
2,102 $535 Million

Others Institutions Holding IWV

# of Institutions
932
Shares Held
27.1M
Call Options Held
17.4K
Put Options Held
6.4K
View Full List

About ISHARES RUSSELL 3000 ETF

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