Morris Financial Concepts, Inc. Ishares Tr Transaction History

Morris Financial Concepts, Inc.

$247 Million
Q2 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 397 shares of DVY stock, worth $53,857. This represents 0.02% of its overall portfolio holdings.

Number of Shares

397

Previous 398 0.25%

Holding current value

$53,857

Previous $53,000 1.89%

% of portfolio

0.02%

Previous 0.02%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	SELL	$118.37 - $134.86 $118 - $134	-1 Reduced 0.25%	397 $52,000
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

1,459

Shares Held

70.6M

Call Options Held

816K

Put Options Held

62.9K

View Full List

About ISHARES TR

Ticker DVY
Sector ETFs
Industry ETFs

More about DVY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Morris Financial Concepts, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Morris Financial Concepts, Inc. with notifications on news.

Account

Morris Financial Concepts, Inc. Ishares Tr Transaction History