Morris Financial Concepts, Inc. Ishares Trust Ishares Esg Awar Transaction History

Morris Financial Concepts, Inc.

  • $234 Million
  • Q1 2025

A detailed history of Morris Financial Concepts, Inc. transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 2,914 shares of ESGD stock, worth $245,154. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,914
Previous 2,750 5.96%
Holding current value
$245,154
Previous $209,000 13.88%
% of portfolio
0.1%
Previous 0.09%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
BUY
$75.32 - $84.77 $12,352 - $13,902
164 Added 5.96%
2,914 $238,000
Q4 2024

Jan 29, 2025
BUY
$75.65 - $83.47 $6,430 - $7,094
85 Added 3.19%
2,750 $209,000
Q3 2024

Oct 30, 2024
SELL
$75.63 - $84.89 $9,226 - $10,356
-122 Reduced 4.38%
2,665 $224,000
Q2 2024

Jul 29, 2024
BUY
$76.22 - $82.36 $21,189 - $22,896
278 Added 11.08%
2,787 $219,000
Q1 2024

Apr 18, 2024
BUY
$73.39 - $80.18 $5,284 - $5,772
72 Added 2.95%
2,509 $200,000
Q4 2023

Jan 29, 2024
BUY
$65.9 - $75.7 $160,598 - $184,480
2,437 New
2,437 $184,000

Others Institutions Holding ESGD

# of Institutions
667
Shares Held
96.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES ESG AWAR

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