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

Morris Financial Concepts, Inc.

  • $229 Million
  • Q3 2024

A detailed history of Morris Financial Concepts, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 4,857 shares of IWD stock, worth $901,119. This represents 0.4% of its overall portfolio holdings.

Number of Shares
4,857
Previous 5,259 7.64%
Holding current value
$901,119
Previous $917,000 0.44%
% of portfolio
0.4%
Previous 0.44%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
SELL
$173.36 - $189.8 $69,690 - $76,299
-402 Reduced 7.64%
4,857 $921,000
Q2 2024

Jul 29, 2024
SELL
$169.4 - $179.05 $448,401 - $473,945
-2,647 Reduced 33.48%
5,259 $917,000
Q1 2024

Apr 18, 2024
SELL
$161.84 - $179.11 $794,958 - $879,788
-4,912 Reduced 38.32%
7,906 $1.42 Million
Q4 2023

Jan 29, 2024
SELL
$143.69 - $165.7 $46,986 - $54,183
-327 Reduced 2.49%
12,818 $2.12 Million
Q3 2023

Oct 24, 2023
SELL
$151.73 - $163.56 $9,862 - $10,631
-65 Reduced 0.49%
13,145 $2 Million
Q2 2023

Aug 09, 2023
SELL
$148.55 - $157.83 $22,133 - $23,516
-149 Reduced 1.12%
13,210 $2.08 Million
Q1 2023

May 10, 2023
SELL
$145.2 - $161.56 $78,408 - $87,242
-540 Reduced 3.89%
13,359 $2.03 Million
Q4 2022

Jan 19, 2023
SELL
$136.78 - $158.99 $71,946 - $83,628
-526 Reduced 3.65%
13,899 $0
Q3 2022

Oct 25, 2022
SELL
$135.99 - $161.15 $201,401 - $238,663
-1,481 Reduced 9.31%
14,425 $1.96 Million
Q2 2022

Jul 25, 2022
SELL
$140.99 - $168.41 $22,981 - $27,450
-163 Reduced 1.01%
15,906 $2.31 Million
Q1 2022

Apr 29, 2022
SELL
$157.15 - $170.51 $59,717 - $64,793
-380 Reduced 2.31%
16,069 $2.67 Million
Q4 2021

Feb 15, 2022
BUY
$157.12 - $168.08 $2.58 Million - $2.76 Million
16,449 New
16,449 $2.76 Million

Others Institutions Holding IWD

# of Institutions
1,716
Shares Held
256M
Call Options Held
606K
Put Options Held
653K
View Full List

About ISHARES RUSSELL 1000 VAL ETF

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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