Morton Brown Family Wealth, LLC Ishares Trust Ishares Esg Awar Transaction History

Morton Brown Family Wealth, LLC

  • $294 Million
  • Q1 2025

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 7,937 shares of ESGU stock, worth $1.1 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
7,937
Previous 7,933 0.05%
Holding current value
$1.1 Million
Previous $1.02 Million 5.29%
% of portfolio
0.33%
Previous 0.36%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025
BUY
$120.24 - $134.3 $480 - $537
4 Added 0.05%
7,937 $967,000
Q4 2024

Jan 31, 2025
SELL
$124.61 - $133.96 $74,516 - $80,108
-598 Reduced 7.01%
7,933 $1.02 Million
Q1 2024

Apr 23, 2024
SELL
$102.91 - $114.96 $16,877 - $18,853
-164 Reduced 1.89%
8,531 $980,000
Q4 2023

Jan 26, 2024
BUY
$89.99 - $105.25 $6,929 - $8,104
77 Added 0.89%
8,695 $912,000
Q3 2023

Oct 18, 2023
SELL
$93.48 - $100.86 $19,911 - $21,483
-213 Reduced 2.41%
8,618 $809,000
Q2 2023

Jul 25, 2023
SELL
$88.97 - $97.46 $6,316 - $6,919
-71 Reduced 0.8%
8,831 $860,000
Q1 2023

Apr 25, 2023
BUY
$84.05 - $92.64 $342,419 - $377,415
4,074 Added 84.38%
8,902 $805,000
Q4 2022

Feb 01, 2023
SELL
$79.22 - $90.53 $190,761 - $217,996
-2,408 Reduced 33.28%
4,828 $409,000
Q3 2022

Oct 31, 2022
BUY
$79.41 - $95.97 $635 - $767
8 Added 0.11%
7,236 $575,000
Q2 2022

Jul 21, 2022
BUY
$81.27 - $102.58 $9,996 - $12,617
123 Added 1.73%
7,228 $606,000
Q4 2021

Feb 11, 2022
BUY
$98.21 - $108.46 $697,782 - $770,608
7,105 New
7,105 $767,000

Others Institutions Holding ESGU

# of Institutions
855
Shares Held
95.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES ESG AWAR

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