Morris Financial Concepts, Inc. Ishares Core S&P Mid Cap ETF Transaction History

Morris Financial Concepts, Inc.

$229 Million
Q3 2024

A detailed history of Morris Financial Concepts, Inc. transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 12,095 shares of IJH stock, worth $817,017. This represents 0.33% of its overall portfolio holdings.

Number of Shares

12,095

Previous 12,309 1.74%

Holding current value

$817,017

Previous $720,000 4.58%

% of portfolio

0.33%

Previous 0.35%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	SELL	$57.32 - $62.65 $12,266 - $13,407	-214 Reduced 1.74%	12,095 $753,000
Q2 2024 Jul 29, 2024	SELL	$56.43 - $60.79 $11,681 - $12,583	-207 Reduced 1.65%	12,309 $720,000
Q1 2024 Apr 18, 2024	BUY	$56.98 - $284.98 $559,885 - $2.8 Million	9,826 Added 365.28%	12,516 $760,000
Q4 2023 Jan 29, 2024	SELL	$232.04 - $279.85 $20,883 - $25,186	-90 Reduced 3.24%	2,690 $745,000
Q3 2023 Oct 24, 2023	SELL	$246.15 - $272.4 $56,122 - $62,107	-228 Reduced 7.58%	2,780 $693,000
Q2 2023 Aug 09, 2023	SELL	$240.22 - $261.48 $649,554 - $707,041	-2,704 Reduced 47.34%	3,008 $786,000
Q1 2023 May 10, 2023	SELL	$237.25 - $271.72 $381,498 - $436,925	-1,608 Reduced 21.97%	5,712 $1.43 Million
Q4 2022 Jan 19, 2023	SELL	$44.74 - $257.0 $28,275 - $162,424	-632 Reduced 7.95%	7,320 $0
Q3 2022 Oct 25, 2022	SELL	$43.85 - $263.28 $39,421 - $236,688	-899 Reduced 10.16%	7,952 $1.74 Million
Q2 2022 Jul 25, 2022	BUY	$219.07 - $270.08 $36,803 - $45,373	168 Added 1.93%	8,851 $2 Million
Q1 2022 Apr 29, 2022	BUY	$251.21 - $285.37 $140,928 - $160,092	561 Added 6.91%	8,683 $2.33 Million
Q4 2021 Feb 15, 2022	BUY	$265.81 - $290.54 $2.16 Million - $2.36 Million	8,122 New	8,122 $2.3 Million

Others Institutions Holding IJH

# of Institutions

2,463

Shares Held

1.05B

Call Options Held

888K

Put Options Held

55.6K

View Full List

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

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Morris Financial Concepts, Inc. Ishares Core S&P Mid Cap ETF Transaction History