Morris Financial Concepts, Inc. Ishares Russell 2000 ETF Transaction History

Morris Financial Concepts, Inc.

$234 Million
Q1 2025

A detailed history of Morris Financial Concepts, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 4,125 shares of IWM stock, worth $862,248. This represents 0.35% of its overall portfolio holdings.

Number of Shares

4,125

Previous 4,154 0.7%

Holding current value

$862,248

Previous $917,000 10.36%

% of portfolio

0.35%

Previous 0.4%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	SELL	$198.1 - $229.79 $5,744 - $6,663	-29 Reduced 0.7%	4,125 $822,000
Q4 2024 Jan 29, 2025	SELL	$216.13 - $242.4 $648 - $727	-3 Reduced 0.07%	4,154 $917,000
Q3 2024 Oct 30, 2024	SELL	$200.87 - $224.6 $57,649 - $64,460	-287 Reduced 6.46%	4,157 $918,000
Q2 2024 Jul 29, 2024	SELL	$192.84 - $209.44 $22,176 - $24,085	-115 Reduced 2.52%	4,444 $901,000
Q1 2024 Apr 18, 2024	SELL	$189.48 - $210.3 $37,138 - $41,218	-196 Reduced 4.12%	4,559 $958,000
Q4 2023 Jan 29, 2024	BUY	$162.21 - $204.82 $47,689 - $60,217	294 Added 6.59%	4,755 $954,000
Q3 2023 Oct 24, 2023	SELL	$174.36 - $198.71 $3,661 - $4,172	-21 Reduced 0.47%	4,461 $788,000
Q2 2023 Aug 09, 2023	BUY	$170.4 - $187.93 $3,408 - $3,758	20 Added 0.45%	4,482 $839,000
Q1 2023 May 10, 2023	SELL	$170.25 - $198.32 $25,367 - $29,549	-149 Reduced 3.23%	4,462 $796,000
Q4 2022 Jan 19, 2023	SELL	$166.81 - $188.05 $45,038 - $50,773	-270 Reduced 5.53%	4,611 $0
Q3 2022 Oct 25, 2022	BUY	$164.17 - $201.07 $47,116 - $57,707	287 Added 6.25%	4,881 $805,000
Q2 2022 Jul 25, 2022	BUY	$163.9 - $207.91 $216,511 - $274,649	1,321 Added 40.36%	4,594 $778,000
Q1 2022 Apr 29, 2022	SELL	$191.52 - $225.32 $19,535 - $22,982	-102 Reduced 3.02%	3,273 $672,000
Q4 2021 Feb 15, 2022	BUY	$212.12 - $242.56 $715,905 - $818,640	3,375 New	3,375 $751,000

Others Institutions Holding IWM

# of Institutions

2,856

Shares Held

319M

Call Options Held

230M

Put Options Held

543M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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Morris Financial Concepts, Inc. Ishares Russell 2000 ETF Transaction History