Morton Brown Family Wealth, LLC Ishares Trust Ishares Esg Awar Transaction History
Morton Brown Family Wealth, LLC
- $242 Million
- Q1 2024
A detailed history of Morton Brown Family Wealth, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 8,531 shares of ESGU stock, worth $1.04 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
8,531
Previous 8,695
1.89%
Holding current value
$1.04 Million
Previous $912,000
7.46%
% of portfolio
0.4%
Previous 0.4%
Shares
9 transactions
Others Institutions Holding ESGU
# of Institutions
786Shares Held
102MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC13.5MShares$1.64 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY11MShares$1.34 Billion0.12% of portfolio
-
Envestnet Asset Management Inc4.64MShares$565 Million0.2% of portfolio
-
Tiaa Trust, National Association Charlotte, NC4.58MShares$559 Million1.61% of portfolio
-
55 I, LLC Boston, MA4.57MShares$557 Million10.14% of portfolio