Morris Financial Concepts, Inc. Ishares Tr Transaction History

Morris Financial Concepts, Inc.

  • $194 Million
  • Q1 2024

A detailed history of Morris Financial Concepts, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 454 shares of DVY stock, worth $57,571. This represents 0.03% of its overall portfolio holdings.

Number of Shares
454
Previous 470 3.4%
Holding current value
$57,571
Previous $55,000 -0.0%
% of portfolio
0.03%
Previous 0.03%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
N/A
-1 Reduced 0.2%
488 $52,000
Q2 2022

Jul 25, 2022
BUY
N/A
46 Added 10.38%
489 $57,000
Q4 2021

Feb 15, 2022
BUY
N/A
443 New
443 $54,000

Others Institutions Holding DVY

# of Institutions
1,300
Shares Held
68M
Call Options Held
388K
Put Options Held
223K
View Full List

About ISHARES TR

DVY Quotes by TradingView
  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
Track This Portfolio

Track Morris Financial Concepts, Inc. Portfolio

Follow Morris Financial Concepts, Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email