Brown Wealth Management, LLC Ishares Russell 3000 ETF Transaction History

Brown Wealth Management, LLC

  • $277 Billion
  • Q3 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 2,040 shares of IWV stock, worth $709,960. This represents 0.24% of its overall portfolio holdings.

Number of Shares
2,040
Previous 2,039 0.05%
Holding current value
$709,960
Previous $629 Million 5.91%
% of portfolio
0.24%
Previous 0.25%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
859
Shares Held
26.2M
Call Options Held
19.5K
Put Options Held
3K
View Full List

About ISHARES RUSSELL 3000 ETF

IWV Quotes by TradingView
  • Ticker IWV
  • Sector ETFs
  • Industry ETFs
More about IWV
Track This Portfolio

Track Brown Wealth Management, LLC Portfolio

Follow Brown Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Brown Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Brown Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email