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 1,866 shares of IDV stock, worth $53,479. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,866
Previous 4,187 55.43%
Holding current value
$53,479
Previous $117,000 55.56%
% of portfolio
0.03%
Previous 0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$23.77 - $27.56 $76,895 - $89,156
3,235 New
3,235 $0

Others Institutions Holding IDV

# of Institutions
459
Shares Held
77.5M
Call Options Held
83.2K
Put Options Held
22.3K
View Full List

About ISHARES TR

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