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 $757,267. This represents 0.33% of its overall portfolio holdings.

Number of Shares

12,095

Previous 12,309 1.74%

Holding current value

$757,267

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

2,466

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

More about IJH

Track This Portfolio

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.

Account

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