Morton Brown Family Wealth, LLC Ishares, Inc. Ishares Esg Awar Transaction History

Morton Brown Family Wealth, LLC

$281 Million
Q3 2024

A detailed history of Morton Brown Family Wealth, LLC transactions in Ishares, Inc. Ishares Esg Awar stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 7,006 shares of ESGE stock, worth $237,643. This represents 0.09% of its overall portfolio holdings.

Number of Shares

7,006

Previous 7,006 -0.0%

Holding current value

$237,643

Previous $234,000 8.97%

% of portfolio

0.09%

Previous 0.09%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	SELL	$31.14 - $34.36 $249 - $274	-8 Reduced 0.11%	7,006 $234,000
Q1 2024 Apr 23, 2024	BUY	$29.99 - $32.59 $10,556 - $11,471	352 Added 5.28%	7,014 $226,000
Q4 2023 Jan 26, 2024	BUY	$29.26 - $32.06 $731 - $801	25 Added 0.38%	6,662 $213,000
Q3 2023 Oct 18, 2023	BUY	$30.17 - $33.62 $9,684 - $10,792	321 Added 5.08%	6,637 $200,000
Q1 2023 Apr 25, 2023	SELL	$29.58 - $33.94 $64,750 - $74,294	-2,189 Reduced 25.74%	6,316 $198,000
Q4 2022 Feb 01, 2023	BUY	$26.89 - $31.56 $137,219 - $161,050	5,103 Added 150.0%	8,505 $255,000
Q3 2022 Oct 31, 2022	BUY	$27.67 - $32.89 $276 - $328	10 Added 0.29%	3,402 $94,000
Q2 2022 Jul 21, 2022	BUY	$31.92 - $38.05 $3,766 - $4,489	118 Added 3.6%	3,392 $110,000
Q4 2021 Feb 11, 2022	BUY	$38.5 - $43.37 $126,049 - $141,993	3,274 New	3,274 $130,000

Others Institutions Holding ESGE

# of Institutions

547

Shares Held

101M

Call Options Held

Put Options Held

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About ISHARES, INC. ISHARES ESG AWAR

Ticker ESGE
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Morton Brown Family Wealth, LLC Ishares, Inc. Ishares Esg Awar Transaction History