Morris Financial Concepts, Inc. Ihares Core 1 5 Years Usd Bond Transaction History
Morris Financial Concepts, Inc.
- $230 Million
- Q4 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 168,910 shares of ISTB stock, worth $8.16 Million. This represents 3.51% of its overall portfolio holdings.
Number of Shares
168,910
Previous 167,754
0.69%
Holding current value
$8.16 Million
Previous $8.17 Million
1.2%
% of portfolio
3.51%
Previous 3.57%
Shares
11 transactions
Others Institutions Holding ISTB
# of Institutions
409Shares Held
62.2MCall Options Held
0Put Options Held
0-
Acorns Advisers, LLC Irvine, CA10.7MShares$518 Million4.97% of portfolio
-
State Of Wisconsin Investment Board Madison, WI5.05MShares$244 Million0.65% of portfolio
-
Trust Point Inc. La Crosse, WI3.4MShares$164 Million11.27% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA3.07MShares$148 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.9MShares$91.8 Million0.03% of portfolio