Morris Financial Concepts, Inc. Ishares Tr Transaction History

Morris Financial Concepts, Inc.

$234 Million
Q1 2025

A detailed history of Morris Financial Concepts, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 398 shares of DVY stock, worth $52,205. This represents 0.02% of its overall portfolio holdings.

Number of Shares

398

Previous 434 8.29%

Holding current value

$52,205

Previous $56,000 5.36%

% of portfolio

0.02%

Previous 0.02%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	SELL	$128.58 - $138.1 $4,628 - $4,971	-36 Reduced 8.29%	398 $53,000
Q3 2024 Oct 30, 2024	SELL	$119.99 - $135.74 $959 - $1,085	-8 Reduced 1.81%	434 $58,000
Q2 2024 Jul 29, 2024	SELL	$115.73 - $125.75 $1,388 - $1,509	-12 Reduced 2.64%	442 $53,000
Q1 2024 Apr 18, 2024	SELL	$113.31 - $123.18 $1,812 - $1,970	-16 Reduced 3.4%	454 $55,000
Q4 2023 Jan 29, 2024	SELL	$102.97 - $119.06 $102 - $119	-1 Reduced 0.21%	470 $55,000
Q3 2023 Oct 24, 2023	SELL	$107.44 - $118.16 $214 - $236	-2 Reduced 0.42%	471 $50,000
Q2 2023 Aug 09, 2023	SELL	$108.5 - $119.27 $651 - $715	-6 Reduced 1.25%	473 $53,000
Q1 2023 May 10, 2023	SELL	$110.68 - $126.38 $996 - $1,137	-9 Reduced 1.84%	479 $56,000
Q3 2022 Oct 25, 2022	SELL	$107.22 - $127.71 $107 - $127	-1 Reduced 0.2%	488 $52,000
Q2 2022 Jul 25, 2022	BUY	$113.21 - $132.14 $5,207 - $6,078	46 Added 10.38%	489 $57,000
Q4 2021 Feb 15, 2022	BUY	$114.37 - $122.59 $50,665 - $54,307	443 New	443 $54,000

Others Institutions Holding DVY

# of Institutions

1,454

Shares Held

69.7M

Call Options Held

1.1M

Put Options Held

62.9K

View Full List

About ISHARES TR

Ticker DVY
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Morris Financial Concepts, Inc. Ishares Tr Transaction History