Morris Financial Concepts, Inc. Ishares S&P 500 Value ETF Transaction History
Morris Financial Concepts, Inc.
- $194 Million
- Q1 2024
A detailed history of Morris Financial Concepts, Inc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 17,069 shares of IVE stock, worth $3.1 Million. This represents 1.65% of its overall portfolio holdings.
Number of Shares
17,069
Previous 19,672
13.23%
Holding current value
$3.1 Million
Previous $3.42 Million
6.78%
% of portfolio
1.65%
Previous 1.97%
Shares
10 transactions
Others Institutions Holding IVE
# of Institutions
1,423Shares Held
138MCall Options Held
124KPut Options Held
11.6K-
Jpmorgan Chase & CO New York, NY17.8MShares$3.23 Billion0.3% of portfolio
-
Morgan Stanley New York, NY12.2MShares$2.22 Billion0.19% of portfolio
-
Envestnet Asset Management Inc12MShares$2.17 Billion0.85% of portfolio
-
Bank Of America Corp Charlotte, NC7.81MShares$1.42 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA7.51MShares$1.36 Billion0.34% of portfolio