Morris Financial Concepts, Inc. Ishares Esg Aware Msci Usa Sma Transaction History

Morris Financial Concepts, Inc.

  • $229 Million
  • Q3 2024

A detailed history of Morris Financial Concepts, Inc. transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 10,464 shares of ESML stock, worth $471,717. This represents 0.19% of its overall portfolio holdings.

Number of Shares
10,464
Previous 10,336 1.24%
Holding current value
$471,717
Previous $397,000 10.08%
% of portfolio
0.19%
Previous 0.19%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
BUY
$38.03 - $42.06 $4,867 - $5,383
128 Added 1.24%
10,464 $437,000
Q2 2024

Jul 29, 2024
BUY
$36.99 - $39.96 $182,952 - $197,642
4,946 Added 91.76%
10,336 $397,000
Q1 2024

Apr 18, 2024
BUY
$36.33 - $40.27 $59,690 - $66,163
1,643 Added 43.85%
5,390 $217,000
Q4 2023

Jan 29, 2024
BUY
$30.96 - $38.59 $73,282 - $91,342
2,367 Added 171.52%
3,747 $142,000
Q2 2023

Aug 09, 2023
SELL
$32.46 - $35.52 $3,246 - $3,552
-100 Reduced 6.76%
1,380 $49,000
Q1 2023

May 10, 2023
BUY
$32.27 - $37.51 $47,759 - $55,514
1,480 New
1,480 $50,000

Others Institutions Holding ESML

# of Institutions
413
Shares Held
34.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES ESG AWARE MSCI USA SMA

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