Morton Brown Family Wealth, LLC Ishares Russell 2000 ETF Transaction History

Morton Brown Family Wealth, LLC

  • $281 Million
  • Q3 2024

A detailed history of Morton Brown Family Wealth, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 4,706 shares of IWM stock, worth $1.04 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
4,706
Previous 4,706 -0.0%
Holding current value
$1.04 Million
Previous $954,000 8.91%
% of portfolio
0.37%
Previous 0.37%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
SELL
$192.84 - $209.44 $7,713 - $8,377
-40 Reduced 0.84%
4,706 $954,000
Q1 2024

Apr 23, 2024
SELL
$189.48 - $210.3 $97,582 - $108,304
-515 Reduced 9.79%
4,746 $998,000
Q4 2023

Jan 26, 2024
SELL
$162.21 - $204.82 $113,871 - $143,783
-702 Reduced 11.77%
5,261 $1.06 Million
Q3 2023

Oct 18, 2023
SELL
$174.36 - $198.71 $33,302 - $37,953
-191 Reduced 3.1%
5,963 $1.05 Million
Q2 2023

Jul 25, 2023
SELL
$170.4 - $187.93 $1,533 - $1,691
-9 Reduced 0.15%
6,154 $1.15 Million
Q4 2022

Feb 01, 2023
BUY
$166.81 - $188.05 $473,239 - $533,497
2,837 Added 85.3%
6,163 $1.07 Million
Q2 2022

Jul 21, 2022
SELL
$163.9 - $207.91 $13,112 - $16,632
-80 Reduced 2.35%
3,326 $563,000
Q1 2022

Apr 20, 2022
SELL
$191.52 - $225.32 $116,635 - $137,219
-609 Reduced 15.17%
3,406 $699,000
Q4 2021

Feb 11, 2022
BUY
$212.12 - $242.56 $851,661 - $973,878
4,015 New
4,015 $893,000

Others Institutions Holding IWM

# of Institutions
2,663
Shares Held
308M
Call Options Held
232M
Put Options Held
524M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
Track This Portfolio

Track Morton Brown Family Wealth, LLC Portfolio

Follow Morton Brown Family Wealth, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email