Morris Financial Concepts, Inc. Ihares Core 1 5 Years Usd Bond Transaction History

Morris Financial Concepts, Inc.

$234 Million
Q1 2025

A detailed history of Morris Financial Concepts, Inc. transactions in Ihares Core 1 5 Years Usd Bond stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 170,914 shares of ISTB stock, worth $8.29 Million. This represents 3.53% of its overall portfolio holdings.

Number of Shares

170,914

Previous 168,910 1.19%

Holding current value

$8.29 Million

Previous $8.07 Million 2.42%

% of portfolio

3.53%

Previous 3.51%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	BUY	$47.59 - $48.35 $95,370 - $96,893	2,004 Added 1.19%	170,914 $8.26 Million
Q4 2024 Jan 29, 2025	BUY	$47.58 - $48.56 $55,002 - $56,135	1,156 Added 0.69%	168,910 $8.07 Million
Q3 2024 Oct 30, 2024	BUY	$47.18 - $48.74 $10,285 - $10,625	218 Added 0.13%	167,754 $8.17 Million
Q2 2024 Jul 29, 2024	BUY	$46.84 - $47.46 $931,132 - $943,457	19,879 Added 13.46%	167,536 $7.94 Million
Q1 2024 Apr 18, 2024	BUY	$47.16 - $47.73 $64,279 - $65,055	1,363 Added 0.93%	147,657 $7 Million
Q4 2023 Jan 29, 2024	BUY	$46.0 - $47.56 $753,204 - $778,747	16,374 Added 12.6%	146,294 $6.96 Million
Q3 2023 Oct 24, 2023	SELL	$46.26 - $46.9 $286,071 - $290,029	-6,184 Reduced 4.54%	129,920 $6.03 Million
Q2 2023 Aug 09, 2023	BUY	$46.63 - $47.38 $1.37 Million - $1.4 Million	29,473 Added 27.64%	136,104 $6.35 Million
Q1 2023 May 10, 2023	BUY	$46.16 - $47.28 $4.09 Million - $4.19 Million	88,711 Added 495.04%	106,631 $5.03 Million
Q4 2022 Jan 19, 2023	BUY	$45.61 - $46.84 $624,902 - $641,754	13,701 Added 324.75%	17,920 $0
Q3 2022 Oct 25, 2022	BUY	$45.93 - $47.9 $186,246 - $194,234	4,055 Added 2472.56%	4,219 $194,000
Q2 2022 Jul 25, 2022	BUY	$46.78 - $48.31 $7,671 - $7,922	164 New	164 $8,000

Others Institutions Holding ISTB

# of Institutions

418

Shares Held

61.5M

Call Options Held

Put Options Held

100

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About IHARES CORE 1-5 YEARS USD BOND

Ticker ISTB
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Morris Financial Concepts, Inc. Ihares Core 1 5 Years Usd Bond Transaction History