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

Morton Brown Family Wealth, LLC

$242 Million
Q1 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 4,293 shares of SUSC stock, worth $98,095. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,293

Previous 2,733 57.08%

Holding current value

$98,095

Previous $63,000 55.56%

% of portfolio

0.04%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$21.4 - $23.06 $299 - $322	14 Added 0.62%	2,275 $50,000
Q2 2022 Jul 21, 2022	BUY	N/A	41 Added 1.85%	2,261 $52,000
Q1 2022 Apr 20, 2022	BUY	N/A	60 Added 2.78%	2,220 $56,000
Q4 2021 Feb 11, 2022	BUY	N/A	2,160 New	2,160 $59,000

Others Institutions Holding SUSC

# of Institutions

241

Shares Held

36.8M

Call Options Held

Put Options Held

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About ISHARES TR ESG AWARE USD CORPO

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