Morton Brown Family Wealth, LLC Ishares Short Term National Mu Transaction History

Morton Brown Family Wealth, LLC

$294 Million
Q1 2025

A detailed history of Morton Brown Family Wealth, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 64,178 shares of SUB stock, worth $6.79 Million. This represents 2.31% of its overall portfolio holdings.

Number of Shares

64,178

Previous 59,518 7.83%

Holding current value

$6.79 Million

Previous $6.28 Million 7.97%

% of portfolio

2.31%

Previous 2.19%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 25, 2025	BUY	$105.3 - $106.24 $490,698 - $495,078	4,660 Added 7.83%	64,178 $6.78 Million
Q4 2024 Jan 31, 2025	SELL	$104.94 - $106.2 $548,311 - $554,895	-5,225 Reduced 8.07%	59,518 $6.28 Million
Q3 2024 Oct 24, 2024	SELL	$104.3 - $106.3 $1.48 Million - $1.5 Million	-14,157 Reduced 17.94%	64,743 $6.88 Million
Q2 2024 Jul 30, 2024	SELL	$104.04 - $104.8 $1.46 Million - $1.47 Million	-14,036 Reduced 15.1%	78,900 $8.25 Million
Q1 2024 Apr 23, 2024	BUY	$104.73 - $105.42 $992,107 - $998,643	9,473 Added 11.35%	92,936 $9.73 Million
Q4 2023 Jan 26, 2024	BUY	$102.62 - $105.46 $921,835 - $947,347	8,983 Added 12.06%	83,463 $8.8 Million
Q3 2023 Oct 18, 2023	BUY	$102.82 - $104.26 $216,950 - $219,988	2,110 Added 2.92%	74,480 $7.66 Million
Q2 2023 Jul 25, 2023	SELL	$103.24 - $105.0 $130,082 - $132,300	-1,260 Reduced 1.71%	72,370 $7.53 Million
Q1 2023 Apr 25, 2023	BUY	$103.3 - $105.14 $91,523 - $93,154	886 Added 1.22%	73,630 $7.71 Million
Q4 2022 Feb 01, 2023	BUY	$102.5 - $104.49 $1.39 Million - $1.42 Million	13,573 Added 22.94%	72,744 $7.59 Million
Q3 2022 Oct 31, 2022	BUY	$102.59 - $105.4 $2.04 Million - $2.1 Million	19,888 Added 50.63%	59,171 $6.07 Million
Q2 2022 Jul 21, 2022	BUY	$103.31 - $104.87 $2.08 Million - $2.11 Million	20,164 Added 105.47%	39,283 $4.11 Million
Q1 2022 Apr 20, 2022	BUY	$104.46 - $107.34 $1.67 Million - $1.72 Million	16,022 Added 517.34%	19,119 $2 Million
Q4 2021 Feb 11, 2022	BUY	$107.24 - $107.56 $332,122 - $333,113	3,097 New	3,097 $333,000

Others Institutions Holding SUB

# of Institutions

930

Shares Held

83.4M

Call Options Held

Put Options Held

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About ISHARES SHORT-TERM NATIONAL MU

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Morton Brown Family Wealth, LLC Ishares Short Term National Mu Transaction History