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

Morris Financial Concepts, Inc.

  • $229 Million
  • Q3 2024

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 167,754 shares of ISTB stock, worth $8.03 Million. This represents 3.57% of its overall portfolio holdings.

Number of Shares
167,754
Previous 167,536 0.13%
Holding current value
$8.03 Million
Previous $7.94 Million 2.9%
% of portfolio
3.57%
Previous 3.85%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
386
Shares Held
57.6M
Call Options Held
0
Put Options Held
0
View Full List

About IHARES CORE 1-5 YEARS USD BOND

ISTB Quotes by TradingView
  • Ticker ISTB
  • Sector ETFs
  • Industry ETFs
More about ISTB
Track This Portfolio

Track Morris Financial Concepts, Inc. Portfolio

Follow Morris Financial Concepts, Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email