Morris Financial Concepts, Inc. Ishares S&P 500 Growth 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 Growth ETF stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 39,101 shares of IVW stock, worth $3.75 Million. This represents 1.7% of its overall portfolio holdings.

Number of Shares
39,101
Previous 39,101 -0.0%
Holding current value
$3.75 Million
Previous $2.94 Million 12.43%
% of portfolio
1.7%
Previous 1.69%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 29, 2024
SELL
$65.78 - $75.4 $154,846 - $177,491
-2,354 Reduced 5.68%
39,101 $2.94 Million
Q2 2023

Aug 09, 2023
SELL
$63.21 - $70.48 $4,993 - $5,567
-79 Reduced 0.19%
41,455 $2.92 Million
Q1 2023

May 10, 2023
SELL
$57.25 - $63.89 $18,892 - $21,083
-330 Reduced 0.79%
41,534 $2.65 Million
Q4 2021

Feb 15, 2022
BUY
$73.18 - $84.81 $3.06 Million - $3.55 Million
41,864 New
41,864 $3.5 Million

Others Institutions Holding IVW

# of Institutions
1,679
Shares Held
384M
Call Options Held
379K
Put Options Held
363K
View Full List

About ISHARES S&P 500 GROWTH ETF

IVW Quotes by TradingView
  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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.

Choose your preferred platform and Sign Up 👇 Telegram Email