Morton Brown Family Wealth, LLC Ishares Trust Ishares 1 5 Year Transaction History

Morton Brown Family Wealth, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 26, 2024	SELL	$49.4 - $51.28 $17,635 - $18,306	-357 Reduced 57.77%	261 $13,000
Q2 2023 Jul 25, 2023	SELL	$50.02 - $50.76 $3,001 - $3,045	-60 Reduced 8.85%	618 $31,000
Q1 2023 Apr 25, 2023	BUY	$49.56 - $50.75 $12,340 - $12,636	249 Added 58.04%	678 $34,000
Q4 2022 Feb 01, 2023	BUY	$48.63 - $50.19 $20,862 - $21,531	429 New	429 $21,000

974

315M

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