Morton Brown Family Wealth, LLC Ishares Russell 2000 ETF Transaction History

Morton Brown Family Wealth, LLC

  • $287 Million
  • Q4 2024

A detailed history of Morton Brown Family Wealth, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 4,346 shares of IWM stock, worth $982,196. This represents 0.33% of its overall portfolio holdings.

Number of Shares
4,346
Previous 4,706 7.65%
Holding current value
$982,196
Previous $1.04 Million 7.6%
% of portfolio
0.33%
Previous 0.37%

Shares

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

Jan 31, 2025
SELL
$216.13 - $242.4 $77,806 - $87,264
-360 Reduced 7.65%
4,346 $960,000
Q2 2024

Jul 30, 2024
SELL
$192.84 - $209.44 $7,713 - $8,377
-40 Reduced 0.84%
4,706 $954,000
Q1 2024

Apr 23, 2024
SELL
$189.48 - $210.3 $97,582 - $108,304
-515 Reduced 9.79%
4,746 $998,000
Q4 2023

Jan 26, 2024
SELL
$162.21 - $204.82 $113,871 - $143,783
-702 Reduced 11.77%
5,261 $1.06 Million
Q3 2023

Oct 18, 2023
SELL
$174.36 - $198.71 $33,302 - $37,953
-191 Reduced 3.1%
5,963 $1.05 Million
Q2 2023

Jul 25, 2023
SELL
$170.4 - $187.93 $1,533 - $1,691
-9 Reduced 0.15%
6,154 $1.15 Million
Q4 2022

Feb 01, 2023
BUY
$166.81 - $188.05 $473,239 - $533,497
2,837 Added 85.3%
6,163 $1.07 Million
Q2 2022

Jul 21, 2022
SELL
$163.9 - $207.91 $13,112 - $16,632
-80 Reduced 2.35%
3,326 $563,000
Q1 2022

Apr 20, 2022
SELL
$191.52 - $225.32 $116,635 - $137,219
-609 Reduced 15.17%
3,406 $699,000
Q4 2021

Feb 11, 2022
BUY
$212.12 - $242.56 $851,661 - $973,878
4,015 New
4,015 $893,000

Others Institutions Holding IWM

# of Institutions
2,816
Shares Held
312M
Call Options Held
232M
Put Options Held
520M
View Full List

About ISHARES RUSSELL 2000 ETF

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