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 $61,789. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,275
Previous 2,075 9.64%
Holding current value
$61,789
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

About ISHARES TR


  • Ticker IDV
  • Sector ETFs
  • Industry ETFs
More about IDV
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.