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

Morton Brown Family Wealth, LLC

$260 Million
Q2 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 $1.03 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

4,706

Previous 4,746 0.84%

Holding current value

$1.03 Million

Previous $998,000 4.41%

% of portfolio

0.37%

Previous 0.41%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,544

Shares Held

293M

Call Options Held

232M

Put Options Held

363M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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