Morris Financial Concepts, Inc. Ishares Core S&P U.S Growth Et Transaction History

Morris Financial Concepts, Inc.

$230 Million
Q4 2024

A detailed history of Morris Financial Concepts, Inc. transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 7,366 shares of IUSG stock, worth $1.07 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

7,366

Previous 6,456 14.1%

Holding current value

$1.07 Million

Previous $851,000 20.56%

% of portfolio

0.45%

Previous 0.37%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$129.96 - $144.97 $118,263 - $131,922	910 Added 14.1%	7,366 $1.03 Million
Q3 2024 Oct 30, 2024	BUY	$116.79 - $133.54 $343,596 - $392,874	2,942 Added 83.72%	6,456 $851,000
Q2 2024 Jul 29, 2024	BUY	$109.98 - $128.59 $386,469 - $451,865	3,514 New	3,514 $447,000

Others Institutions Holding IUSG

# of Institutions

773

Shares Held

117M

Call Options Held

2.7K

Put Options Held

300

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About ISHARES CORE S&P U.S GROWTH ET

Ticker IUSG
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Morris Financial Concepts, Inc. Ishares Core S&P U.S Growth Et Transaction History