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

Morris Financial Concepts, Inc.

$194 Million
Q1 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 147,657 shares of ISTB stock, worth $7.01 Million. This represents 3.62% of its overall portfolio holdings.

Number of Shares

147,657

Previous 146,294 0.93%

Holding current value

$7.01 Million

Previous $6.96 Million 0.68%

% of portfolio

3.62%

Previous 4.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$45.73 - $46.84 $626,546 - $641,754	13,701 Added 324.75%	17,920 $0
Q3 2022 Oct 25, 2022	BUY	N/A	4,055 Added 2472.56%	4,219 $194,000
Q2 2022 Jul 25, 2022	BUY	N/A	164 New	164 $8,000

Others Institutions Holding ISTB

# of Institutions

396

Shares Held

59M

Call Options Held

500

Put Options Held

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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