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 188,450 shares of IEFA stock, worth $13.4 Million. This represents 6.43% of its overall portfolio holdings.

Number of Shares

188,450

Previous 181,794 3.66%

Holding current value

$13.4 Million

Previous $13.2 Million 11.38%

% of portfolio

6.43%

Previous 6.4%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	BUY	$70.09 - $78.74 $466,519 - $524,093	6,656 Added 3.66%	188,450 $14.7 Million
Q2 2024 Jul 29, 2024	BUY	$70.77 - $76.19 $515,700 - $555,196	7,287 Added 4.18%	181,794 $13.2 Million
Q1 2024 Apr 18, 2024	BUY	$68.14 - $74.43 $868,989 - $949,205	12,753 Added 7.88%	174,507 $13 Million
Q4 2023 Jan 29, 2024	BUY	$61.3 - $70.47 $978,470 - $1.12 Million	15,962 Added 10.95%	161,754 $11.4 Million
Q3 2023 Oct 24, 2023	BUY	$64.04 - $69.58 $211,011 - $229,266	3,295 Added 2.31%	145,792 $9.38 Million
Q2 2023 Aug 09, 2023	BUY	$66.03 - $69.1 $433,354 - $453,503	6,563 Added 4.83%	142,497 $9.62 Million
Q1 2023 May 10, 2023	BUY	$62.17 - $67.7 $744,237 - $810,436	11,971 Added 9.66%	135,934 $9.09 Million
Q4 2022 Jan 19, 2023	BUY	$52.35 - $63.65 $1.78 Million - $2.16 Million	33,951 Added 37.72%	123,963 $0
Q3 2022 Oct 25, 2022	BUY	$52.32 - $63.1 $3.98 Million - $4.8 Million	76,098 Added 546.92%	90,012 $4.74 Million
Q2 2022 Jul 25, 2022	BUY	$57.91 - $70.46 $805,759 - $980,380	13,914 New	13,914 $819,000

Others Institutions Holding IEFA

# of Institutions

2,017

Shares Held

1.43B

Call Options Held

164K

Put Options Held

52.1K

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About ISHARES TR

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