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

Morton Brown Family Wealth, LLC

$281 Million
Q3 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 6,233 shares of ESML stock, worth $258,981. This represents 0.09% of its overall portfolio holdings.

Number of Shares

6,233

Previous 6,233 -0.0%

Holding current value

$258,981

Previous $239,000 8.79%

% of portfolio

0.09%

Previous 0.09%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

401

Shares Held

33.7M

Call Options Held

Put Options Held

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About ISHARES ESG AWARE MSCI USA SMA

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