Morris Financial Concepts, Inc. Ishares Tr Transaction History

Morris Financial Concepts, Inc.

$230 Million
Q4 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 2,248 shares of IDV stock, worth $63,775. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,248

Previous 2,275 1.19%

Holding current value

$63,775

Previous $68,000 10.29%

% of portfolio

0.03%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$27.03 - $29.92 $729 - $807	-27 Reduced 1.19%	2,248 $61,000
Q3 2024 Oct 30, 2024	BUY	$27.62 - $30.64 $5,524 - $6,128	200 Added 9.64%	2,275 $68,000
Q2 2024 Jul 29, 2024	BUY	$26.94 - $30.1 $5,630 - $6,290	209 Added 11.2%	2,075 $57,000
Q1 2024 Apr 18, 2024	SELL	$26.95 - $28.13 $62,550 - $65,289	-2,321 Reduced 55.43%	1,866 $52,000
Q4 2023 Jan 29, 2024	BUY	$24.46 - $28.13 $29,082 - $33,446	1,189 Added 39.66%	4,187 $117,000
Q2 2023 Aug 09, 2023	BUY	$25.86 - $28.52 $1,344 - $1,483	52 Added 1.77%	2,998 $78,000
Q1 2023 May 10, 2023	SELL	$26.54 - $29.5 $7,670 - $8,525	-289 Reduced 8.93%	2,946 $80,000
Q4 2022 Jan 19, 2023	BUY	$22.26 - $27.56 $72,011 - $89,156	3,235 New	3,235 $0

Others Institutions Holding IDV

# of Institutions

477

Shares Held

77M

Call Options Held

92.6K

Put Options Held

28.2K

View Full List

About ISHARES TR

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