Morris Financial Concepts, Inc. Ishares Tr Russell 1000 ETF Transaction History

Morris Financial Concepts, Inc.

$230 Million
Q4 2024

A detailed history of Morris Financial Concepts, Inc. transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 1,873 shares of IWB stock, worth $622,004. This represents 0.26% of its overall portfolio holdings.

Number of Shares

1,873

Previous 1,879 0.32%

Holding current value

$622,004

Previous $590,000 2.2%

% of portfolio

0.26%

Previous 0.26%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$311.11 - $335.64 $1,866 - $2,013	-6 Reduced 0.32%	1,873 $603,000
Q3 2024 Oct 30, 2024	SELL	$283.28 - $314.39 $28,611 - $31,753	-101 Reduced 5.1%	1,879 $590,000
Q2 2024 Jul 29, 2024	SELL	$272.21 - $298.72 $14,154 - $15,533	-52 Reduced 2.56%	1,980 $589,000
Q4 2023 Jan 29, 2024	SELL	$225.16 - $263.17 $13,509 - $15,790	-60 Reduced 2.87%	2,032 $532,000
Q3 2023 Oct 24, 2023	SELL	$234.05 - $252.17 $2,340 - $2,521	-10 Reduced 0.48%	2,092 $491,000
Q1 2023 May 10, 2023	SELL	$208.78 - $230.55 $11,274 - $12,449	-54 Reduced 2.5%	2,102 $473,000
Q4 2022 Jan 19, 2023	BUY	$196.94 - $224.49 $7,483 - $8,530	38 Added 1.79%	2,156 $0
Q3 2022 Oct 25, 2022	BUY	$197.33 - $237.63 $37,690 - $45,387	191 Added 9.91%	2,118 $418,000
Q2 2022 Jul 25, 2022	BUY	$201.03 - $253.2 $387,384 - $487,916	1,927 New	1,927 $400,000

Others Institutions Holding IWB

# of Institutions

1,413

Shares Held

93.7M

Call Options Held

221K

Put Options Held

52.5K

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About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

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Morris Financial Concepts, Inc. Ishares Tr Russell 1000 ETF Transaction History