Morton Brown Family Wealth, LLC Ishares Trust Ishares Usd Gre Transaction History

Morton Brown Family Wealth, LLC

  • $348 Million
  • Q3 2025

A detailed history of Morton Brown Family Wealth, LLC transactions in Ishares Trust Ishares Usd Gre stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 3,537 shares of BGRN stock, worth $169,599. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,537
Previous 3,527 0.28%
Holding current value
$169,599
Previous $168,000 1.19%
% of portfolio
0.05%
Previous 0.05%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
BUY
$47.21 - $48.3 $472 - $483
10 Added 0.28%
3,537 $170,000
Q2 2025

Jul 24, 2025
BUY
$46.47 - $47.67 $3,485 - $3,575
75 Added 2.17%
3,527 $168,000
Q1 2025

Apr 25, 2025
BUY
$46.26 - $47.48 $7,124 - $7,311
154 Added 4.67%
3,452 $163,000
Q4 2024

Jan 31, 2025
BUY
$46.52 - $48.32 $57,452 - $59,675
1,235 Added 59.86%
3,298 $153,000
Q2 2024

Jul 30, 2024
SELL
$45.82 - $46.9 $2,565 - $2,626
-56 Reduced 2.64%
2,063 $96,000
Q1 2024

Apr 23, 2024
BUY
$46.36 - $47.2 $22,855 - $23,269
493 Added 30.32%
2,119 $99,000
Q4 2023

Jan 26, 2024
BUY
$44.21 - $47.36 $309 - $331
7 Added 0.43%
1,626 $76,000
Q3 2023

Oct 18, 2023
BUY
$44.99 - $46.74 $5,533 - $5,749
123 Added 8.22%
1,619 $73,000
Q2 2023

Jul 25, 2023
BUY
$46.21 - $47.42 $462 - $474
10 Added 0.67%
1,496 $69,000
Q1 2023

Apr 25, 2023
BUY
$45.84 - $47.62 $733 - $761
16 Added 1.09%
1,486 $69,000
Q4 2022

Feb 01, 2023
BUY
$44.42 - $47.05 $177 - $188
4 Added 0.27%
1,470 $67,000
Q3 2022

Oct 31, 2022
BUY
$45.19 - $48.91 $225 - $244
5 Added 0.34%
1,466 $67,000
Q2 2022

Jul 21, 2022
BUY
$46.75 - $50.46 $1,355 - $1,463
29 Added 2.03%
1,461 $70,000
Q4 2021

Feb 11, 2022
BUY
$54.2 - $55.52 $77,614 - $79,504
1,432 New
1,432 $78,000

Others Institutions Holding BGRN

# of Institutions
132
Shares Held
7.34M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES USD GRE

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  • Ticker BGRN
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