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 6,456 shares of IUSG stock, worth $895,899. This represents 0.37% of its overall portfolio holdings.

Number of Shares
6,456
Previous 3,514 83.72%
Holding current value
$895,899
Previous $447,000 90.38%
% of portfolio
0.37%
Previous 0.22%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES CORE S&P U.S GROWTH ET


  • Ticker IUSG
  • Sector ETFs
  • Industry ETFs
More about IUSG
Track This Portfolio

Track Morris Financial Concepts, Inc. Portfolio

Follow Morris Financial Concepts, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Morris Financial Concepts, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Morris Financial Concepts, Inc. with notifications on news.