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

Morris Financial Concepts, Inc.

  • $230 Million
  • Q4 2024

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 20,976 shares of IUSB stock, worth $963,847. This represents 0.41% of its overall portfolio holdings.

Number of Shares
20,976
Previous 27,988 25.05%
Holding current value
$963,847
Previous $1.32 Million 28.07%
% of portfolio
0.41%
Previous 0.58%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
770
Shares Held
700M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES CORE TOTAL USD BOND MA

IUSB Quotes by TradingView
  • Ticker IUSB
  • Sector ETFs
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