Morton Brown Family Wealth, LLC Ishares Trust Ishares Esg Awar Transaction History

Morton Brown Family Wealth, LLC

$287 Million
Q4 2024

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 6,594 shares of ESGD stock, worth $555,874. This represents 0.18% of its overall portfolio holdings.

Number of Shares

6,594

Previous 7,008 5.91%

Holding current value

$555,874

Previous $589,000 14.77%

% of portfolio

0.18%

Previous 0.21%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

660

Shares Held

95.8M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGD
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Morton Brown Family Wealth, LLC Ishares Trust Ishares Esg Awar Transaction History