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

Morris Financial Concepts, Inc.

  • $194 Million
  • Q1 2024

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 4,559 shares of IWM stock, worth $922,194. This represents 0.49% of its overall portfolio holdings.

Number of Shares
4,559
Previous 4,755 4.12%
Holding current value
$922,194
Previous $954,000 0.42%
% of portfolio
0.49%
Previous 0.55%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$170.53 - $188.05 $46,043 - $50,773
-270 Reduced 5.53%
4,611 $0
Q3 2022

Oct 25, 2022
BUY
$167.31 - $201.07 $48,017 - $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
2,584
Shares Held
306M
Call Options Held
239M
Put Options Held
413M
View Full List

About ISHARES RUSSELL 2000 ETF

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