Morris Financial Concepts, Inc. Ishares Tr Transaction History

Morris Financial Concepts, Inc.

$230 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 15, 2022	BUY	$28.11 - $30.24 $1,799 - $1,935	64 New	64 $2,000

Others Institutions Holding INTF

# of Institutions

154

Shares Held

42.3M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

7.88M
Shares

$238 Million
14.75% of portfolio
Halbert Hargrove Global Advisors, LLC

3.14M
Shares

$94.7 Million
5.03% of portfolio
Tolleson Wealth Management, Inc. Dallas, TX

2.5M
Shares

$75.3 Million
14.96% of portfolio
Balasa Dinverno & Foltz LLC Itasca, IL

2.44M
Shares

$73.5 Million
3.22% of portfolio
Clearwater Capital Advisors, LLC

1.79M
Shares

$54 Million
5.78% of portfolio

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