Morton Brown Family Wealth, LLC Ishares Tr Transaction History

Morton Brown Family Wealth, LLC

$287 Million
Q4 2024

A detailed history of Morton Brown Family Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 30,127 shares of IEFA stock, worth $2.23 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares

30,127

Previous 30,305 0.59%

Holding current value

$2.23 Million

Previous $2.37 Million 10.49%

% of portfolio

0.74%

Previous 0.84%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$70.06 - $77.43 $12,470 - $13,782	-178 Reduced 0.59%	30,127 $2.12 Million
Q3 2024 Oct 24, 2024	SELL	$70.09 - $78.74 $64,833 - $72,834	-925 Reduced 2.96%	30,305 $2.37 Million
Q2 2024 Jul 30, 2024	SELL	$70.77 - $76.19 $282,089 - $303,693	-3,986 Reduced 11.32%	31,230 $2.27 Million
Q1 2024 Apr 23, 2024	SELL	$68.14 - $74.43 $57,442 - $62,744	-843 Reduced 2.34%	35,216 $2.61 Million
Q4 2023 Jan 26, 2024	SELL	$61.3 - $70.47 $153,372 - $176,315	-2,502 Reduced 6.49%	36,059 $2.54 Million
Q3 2023 Oct 18, 2023	SELL	$64.04 - $69.58 $156,321 - $169,844	-2,441 Reduced 5.95%	38,561 $2.48 Million
Q2 2023 Jul 25, 2023	SELL	$66.03 - $69.1 $484,990 - $507,539	-7,345 Reduced 15.19%	41,002 $2.77 Million
Q1 2023 Apr 25, 2023	BUY	$62.17 - $67.7 $7,709 - $8,394	124 Added 0.26%	48,347 $3.23 Million
Q4 2022 Feb 01, 2023	BUY	$52.35 - $63.65 $331,794 - $403,413	6,338 Added 15.13%	48,223 $2.97 Million
Q3 2022 Oct 31, 2022	BUY	$52.32 - $63.1 $1.85 Million - $2.23 Million	35,337 Added 539.66%	41,885 $2.21 Million
Q2 2022 Jul 21, 2022	BUY	$57.91 - $70.46 $247,738 - $301,427	4,278 Added 188.46%	6,548 $385,000
Q1 2022 Apr 20, 2022	BUY	$63.26 - $75.48 $1,581 - $1,887	25 Added 1.11%	2,270 $158,000
Q4 2021 Feb 11, 2022	BUY	$72.36 - $77.76 $162,448 - $174,571	2,245 New	2,245 $168,000

Others Institutions Holding IEFA

# of Institutions

2,065

Shares Held

1.49B

Call Options Held

164K

Put Options Held

52.1K

View Full List

About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

More about IEFA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Morton Brown Family Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Morton Brown Family Wealth, LLC with notifications on news.

Account

Morton Brown Family Wealth, LLC Ishares Tr Transaction History