Morris Financial Concepts, Inc. Ishares Core S&P Sm Cap ETF Transaction History
Morris Financial Concepts, Inc.
- $194 Million
- Q1 2024
A detailed history of Morris Financial Concepts, Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 114,285 shares of IJR stock, worth $12.1 Million. This represents 6.52% of its overall portfolio holdings.
Number of Shares
114,285
Previous 117,460
2.7%
Holding current value
$12.1 Million
Previous $12.7 Million
0.67%
% of portfolio
6.52%
Previous 7.31%
Shares
10 transactions
Others Institutions Holding IJR
# of Institutions
2,453Shares Held
481MCall Options Held
625KPut Options Held
581K-
Northwestern Mutual Wealth Management CO33.8MShares$3.59 Billion3.84% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$3.26 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.04 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA16.6MShares$1.77 Billion0.45% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$1.38 Billion0.79% of portfolio