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
Quarter Operation Price Per share shares change shares Held SEC Form
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
414
Shares Held
62.5M
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
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