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

Morton Brown Family Wealth, LLC

  • $287 Million
  • Q4 2024

A detailed history of Morton Brown Family Wealth, LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 6,796 shares of SUSC stock, worth $155,220. This represents 0.05% of its overall portfolio holdings.

Number of Shares
6,796
Previous 4,497 51.12%
Holding current value
$155,220
Previous $106,000 45.28%
% of portfolio
0.05%
Previous 0.04%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
BUY
$22.65 - $23.8 $52,072 - $54,716
2,299 Added 51.12%
6,796 $154,000
Q3 2024

Oct 24, 2024
BUY
$22.51 - $23.92 $7,203 - $7,654
320 Added 7.66%
4,497 $106,000
Q2 2024

Jul 30, 2024
SELL
$22.25 - $22.94 $2,581 - $2,661
-116 Reduced 2.7%
4,177 $94,000
Q1 2024

Apr 23, 2024
BUY
$22.66 - $23.29 $35,349 - $36,332
1,560 Added 57.08%
4,293 $98,000
Q4 2023

Jan 26, 2024
BUY
$21.11 - $23.38 $1,562 - $1,730
74 Added 2.78%
2,733 $63,000
Q3 2023

Oct 18, 2023
BUY
$21.72 - $22.83 $4,517 - $4,748
208 Added 8.49%
2,659 $57,000
Q2 2023

Jul 25, 2023
BUY
$22.41 - $23.18 $291 - $301
13 Added 0.53%
2,451 $55,000
Q1 2023

Apr 25, 2023
BUY
$22.22 - $23.44 $3,621 - $3,820
163 Added 7.16%
2,438 $56,000
Q4 2022

Feb 01, 2023
BUY
$21.15 - $23.06 $296 - $322
14 Added 0.62%
2,275 $50,000
Q2 2022

Jul 21, 2022
BUY
$22.68 - $25.19 $929 - $1,032
41 Added 1.85%
2,261 $52,000
Q1 2022

Apr 20, 2022
BUY
$24.73 - $27.06 $1,483 - $1,623
60 Added 2.78%
2,220 $56,000
Q4 2021

Feb 11, 2022
BUY
$27.14 - $27.83 $58,622 - $60,112
2,160 New
2,160 $59,000

Others Institutions Holding SUSC

# of Institutions
265
Shares Held
40.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ESG AWARE USD CORPO

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