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 $264,653. This represents 0.09% of its overall portfolio holdings.

Number of Shares
6,233
Previous 6,233 -0.0%
Holding current value
$264,653
Previous $239,000 8.79%
% of portfolio
0.09%
Previous 0.09%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES ESG AWARE MSCI USA SMA


  • Ticker ESML
  • Sector ETFs
  • Industry ETFs
More about ESML
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