Morris Financial Concepts, Inc. Ishares Core Total Usd Bond Ma Transaction History

Morris Financial Concepts, Inc.

$234 Million
Q1 2025

A detailed history of Morris Financial Concepts, Inc. transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 20,472 shares of IUSB stock, worth $935,570. This represents 0.4% of its overall portfolio holdings.

Number of Shares

20,472

Previous 20,976 2.4%

Holding current value

$935,570

Previous $948,000 0.53%

% of portfolio

0.4%

Previous 0.41%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	SELL	$44.72 - $46.25 $22,538 - $23,310	-504 Reduced 2.4%	20,472 $943,000
Q4 2024 Jan 29, 2025	SELL	$45.07 - $47.1 $316,030 - $330,265	-7,012 Reduced 25.05%	20,976 $948,000
Q3 2024 Oct 30, 2024	BUY	$44.83 - $47.42 $325,241 - $344,032	7,255 Added 34.99%	27,988 $1.32 Million
Q2 2024 Jul 29, 2024	BUY	$44.3 - $45.58 $3,942 - $4,056	89 Added 0.43%	20,733 $937,000
Q1 2024 Apr 18, 2024	BUY	$45.02 - $46.27 $51,682 - $53,117	1,148 Added 5.89%	20,644 $941,000
Q4 2023 Jan 29, 2024	BUY	$42.6 - $46.25 $39,064 - $42,411	917 Added 4.94%	19,496 $898,000
Q3 2023 Oct 24, 2023	BUY	$43.62 - $45.64 $142,288 - $148,877	3,262 Added 21.3%	18,579 $812,000
Q2 2023 Aug 09, 2023	BUY	$45.12 - $46.45 $166,853 - $171,772	3,698 Added 31.83%	15,317 $696,000
Q1 2023 May 10, 2023	SELL	$44.68 - $46.69 $130,599 - $136,474	-2,923 Reduced 20.1%	11,619 $536,000
Q4 2022 Jan 19, 2023	BUY	$43.31 - $46.11 $239,547 - $255,034	5,531 Added 61.38%	14,542 $0
Q3 2022 Oct 25, 2022	BUY	$44.1 - $48.01 $72,500 - $78,928	1,644 Added 22.32%	9,011 $401,000
Q2 2022 Jul 25, 2022	SELL	$45.73 - $49.5 $234,366 - $253,687	-5,125 Reduced 41.03%	7,367 $345,000
Q1 2022 Apr 29, 2022	BUY	$49.13 - $52.58 $613,731 - $656,829	12,492 New	12,492 $620,000

Others Institutions Holding IUSB

# of Institutions

810

Shares Held

703M

Call Options Held

100

Put Options Held

401

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Morris Financial Concepts, Inc. Ishares Core Total Usd Bond Ma Transaction History