Morton Brown Family Wealth, LLC Ishares Esg Aware Msci Usa Sma Transaction History

Morton Brown Family Wealth, LLC

  • $287 Million
  • Q4 2024

A detailed history of Morton Brown Family Wealth, LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 5,432 shares of ESML stock, worth $210,924. This represents 0.08% of its overall portfolio holdings.

Number of Shares
5,432
Previous 6,233 12.85%
Holding current value
$210,924
Previous $260,000 12.31%
% of portfolio
0.08%
Previous 0.09%

Shares

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

Jan 31, 2025
SELL
$41.09 - $45.94 $32,913 - $36,797
-801 Reduced 12.85%
5,432 $228,000
Q2 2024

Jul 30, 2024
SELL
$36.99 - $39.96 $554 - $599
-15 Reduced 0.24%
6,233 $239,000
Q1 2024

Apr 23, 2024
BUY
$36.33 - $40.27 $4,177 - $4,631
115 Added 1.88%
6,248 $251,000
Q4 2023

Jan 26, 2024
BUY
$30.96 - $38.59 $371 - $463
12 Added 0.2%
6,133 $233,000
Q2 2023

Jul 25, 2023
BUY
$32.46 - $35.52 $292 - $319
9 Added 0.15%
6,121 $217,000
Q1 2023

Apr 25, 2023
BUY
$32.27 - $37.51 $106,910 - $124,270
3,313 Added 118.36%
6,112 $207,000
Q4 2022

Feb 01, 2023
SELL
$31.03 - $35.26 $51,789 - $58,848
-1,669 Reduced 37.35%
2,799 $92,000
Q3 2022

Oct 31, 2022
BUY
$30.47 - $36.87 $243 - $294
8 Added 0.18%
4,468 $137,000
Q2 2022

Jul 21, 2022
BUY
$30.34 - $38.42 $2,396 - $3,035
79 Added 1.8%
4,460 $140,000
Q4 2021

Feb 11, 2022
BUY
$38.24 - $42.82 $167,529 - $187,594
4,381 New
4,381 $177,000

Others Institutions Holding ESML

# of Institutions
439
Shares Held
34.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES ESG AWARE MSCI USA SMA

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