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
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024

SELL
$171.09 - $186.81 $445,347 - $486,266
-2,603 Reduced 13.23%
17,069 $3.19 Million
Q4 2023

Jan 29, 2024

BUY
$147.64 - $174.21 $84,892 - $100,170
575 Added 3.01%
19,672 $3.42 Million
Q3 2023

Oct 24, 2023

SELL
$153.33 - $166.75 $4,753 - $5,169
-31 Reduced 0.16%
19,097 $2.94 Million
Q2 2023

Aug 09, 2023

SELL
$149.72 - $161.19 $13,923 - $14,990
-93 Reduced 0.48%
19,128 $3.08 Million
Q1 2023

May 10, 2023

SELL
$144.21 - $159.47 $22,064 - $24,398
-153 Reduced 0.79%
19,221 $2.92 Million
Q4 2022

Jan 19, 2023

SELL
$140.72 - $151.79 $8,443 - $9,107
-60 Reduced 0.31%
19,374 $0
Q3 2022

Oct 25, 2022

BUY
$133.06 - $150.96 $175,772 - $199,418
1,321 Added 7.29%
19,434 $2.5 Million
Q2 2022

Jul 25, 2022

SELL
$133.27 - $158.52 $27,053 - $32,179
-203 Reduced 1.11%
18,113 $2.49 Million
Q1 2022

Apr 29, 2022

SELL
$147.46 - $159.06 $50,726 - $54,716
-344 Reduced 1.84%
18,316 $2.85 Million
Q4 2021

Feb 15, 2022

BUY
$145.8 - $156.8 $2.72 Million - $2.93 Million
18,660 New
18,660 $2.92 Million

Others Institutions Holding IVE

About ISHARES S&P 500 VALUE ETF


  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
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