Morton Brown Family Wealth, LLC Ishares S&P Smallcap 600 Value Transaction History

Morton Brown Family Wealth, LLC

  • $281 Million
  • Q3 2024

A detailed history of Morton Brown Family Wealth, LLC transactions in Ishares S&P Smallcap 600 Value stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 2,304 shares of IJS stock, worth $252,034. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,304
Previous 2,716 15.17%
Holding current value
$252,034
Previous $264,000 6.06%
% of portfolio
0.09%
Previous 0.1%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
SELL
$95.81 - $109.03 $39,473 - $44,920
-412 Reduced 15.17%
2,304 $248,000
Q2 2024

Jul 30, 2024
SELL
$94.12 - $102.13 $20,329 - $22,060
-216 Reduced 7.37%
2,716 $264,000
Q1 2024

Apr 23, 2024
SELL
$95.88 - $102.78 $146,121 - $156,636
-1,524 Reduced 34.2%
2,932 $301,000
Q4 2023

Jan 26, 2024
SELL
$82.1 - $104.53 $16,009 - $20,383
-195 Reduced 4.19%
4,456 $459,000
Q3 2023

Oct 18, 2023
SELL
$87.64 - $100.82 $55,914 - $64,323
-638 Reduced 12.06%
4,651 $414,000
Q2 2023

Jul 25, 2023
SELL
$87.59 - $95.56 $403,089 - $439,767
-4,602 Reduced 46.53%
5,289 $502,000
Q1 2023

Apr 25, 2023
BUY
$88.82 - $106.56 $5,062 - $6,073
57 Added 0.58%
9,891 $925,000
Q4 2022

Feb 01, 2023
BUY
$84.57 - $97.98 $410,587 - $475,692
4,855 Added 97.51%
9,834 $897,000
Q3 2022

Oct 31, 2022
BUY
$82.45 - $101.32 $394,935 - $485,322
4,790 Added 2534.39%
4,979 $411,000
Q2 2022

Jul 21, 2022
BUY
$86.2 - $103.37 $16,291 - $19,536
189 New
189 $17,000

Others Institutions Holding IJS

# of Institutions
850
Shares Held
40.9M
Call Options Held
20K
Put Options Held
11.6K
View Full List

About ISHARES S&P SMALLCAP 600 VALUE

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