Morris Financial Concepts, Inc. Ishares Tr Transaction History

Morris Financial Concepts, Inc.

  • $229 Million
  • Q3 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 2,275 shares of IDV stock, worth $64,086. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,275
Previous 2,075 9.64%
Holding current value
$64,086
Previous $57,000 19.3%
% of portfolio
0.03%
Previous 0.03%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
478
Shares Held
76.4M
Call Options Held
92.6K
Put Options Held
28.2K
View Full List

About ISHARES TR

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