Morton Brown Family Wealth, LLC Ishares Tr Ishares Esg Aware 1 Transaction History

Morton Brown Family Wealth, LLC

  • $260 Million
  • Q2 2024

A detailed history of Morton Brown Family Wealth, LLC transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 2,630 shares of SUSB stock, worth $65,644. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,630
Previous 2,719 3.27%
Holding current value
$65,644
Previous $66,000 3.03%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Jul 30, 2024
SELL
$24.19 - $24.51 $2,152 - $2,181
-89 Reduced 3.27%
2,630 $64,000
Q1 2024

Apr 23, 2024
BUY
$24.32 - $24.57 $3,161 - $3,194
130 Added 5.02%
2,719 $66,000
Q4 2023

Jan 26, 2024
BUY
$23.56 - $24.48 $212 - $220
9 Added 0.35%
2,589 $63,000
Q3 2023

Oct 18, 2023
BUY
$23.72 - $24.02 $1,968 - $1,993
83 Added 3.32%
2,580 $61,000
Q2 2023

Jul 25, 2023
BUY
$23.84 - $24.2 $333 - $338
14 Added 0.56%
2,497 $59,000
Q1 2023

Apr 25, 2023
BUY
$23.63 - $24.19 $3,355 - $3,434
142 Added 6.07%
2,483 $59,000
Q4 2022

Feb 01, 2023
BUY
$23.19 - $23.94 $46 - $47
2 Added 0.09%
2,341 $55,000
Q3 2022

Oct 31, 2022
BUY
$23.37 - $24.43 $444 - $464
19 Added 0.82%
2,339 $55,000
Q2 2022

Jul 21, 2022
BUY
$23.73 - $24.6 $522 - $541
22 Added 0.96%
2,320 $56,000
Q4 2021

Feb 11, 2022
BUY
$25.61 - $25.99 $58,851 - $59,725
2,298 New
2,298 $59,000

Others Institutions Holding SUSB

# of Institutions
273
Shares Held
25.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ISHARES ESG AWARE 1

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