Morton Brown Family Wealth, LLC Ishares Trust Ishares Esg Awar 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 Esg Awar stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 6,607 shares of ESGD stock, worth $625,947. This represents 0.18% of its overall portfolio holdings.

Number of Shares
6,607
Previous 6,607 -0.0%
Holding current value
$625,947
Previous $589,000 4.24%
% of portfolio
0.18%
Previous 0.18%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025
BUY
$75.32 - $84.77 $979 - $1,102
13 Added 0.2%
6,607 $539,000
Q4 2024

Jan 31, 2025
SELL
$75.65 - $83.47 $31,319 - $34,556
-414 Reduced 5.91%
6,594 $502,000
Q1 2024

Apr 23, 2024
BUY
$73.39 - $80.18 $8,806 - $9,621
120 Added 1.74%
7,008 $560,000
Q4 2023

Jan 26, 2024
SELL
$65.9 - $75.7 $18,913 - $21,725
-287 Reduced 4.0%
6,888 $520,000
Q2 2023

Jul 25, 2023
BUY
$70.97 - $74.19 $425 - $445
6 Added 0.08%
7,175 $523,000
Q1 2023

Apr 25, 2023
BUY
$66.27 - $72.39 $260,639 - $284,709
3,933 Added 121.54%
7,169 $515,000
Q4 2022

Feb 01, 2023
SELL
$55.83 - $67.96 $69,954 - $85,153
-1,253 Reduced 27.91%
3,236 $212,000
Q3 2022

Oct 31, 2022
BUY
$55.75 - $67.2 $390 - $470
7 Added 0.16%
4,489 $252,000
Q2 2022

Jul 21, 2022
BUY
$61.64 - $74.67 $5,794 - $7,018
94 Added 2.14%
4,482 $281,000
Q4 2021

Feb 11, 2022
BUY
$76.64 - $82.32 $336,296 - $361,220
4,388 New
4,388 $349,000

Others Institutions Holding ESGD

# of Institutions
755
Shares Held
96.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES ESG AWAR

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