Morris Financial Concepts, Inc. Ishares Russell2000 Val ETF Transaction History

Morris Financial Concepts, Inc.

  • $229 Million
  • Q3 2024

A detailed history of Morris Financial Concepts, Inc. transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 7,517 shares of IWN stock, worth $1.23 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
7,517
Previous 7,151 5.12%
Holding current value
$1.23 Million
Previous $1.09 Million 15.06%
% of portfolio
0.55%
Previous 0.53%

Shares

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

Oct 30, 2024
BUY
$150.05 - $171.34 $54,918 - $62,710
366 Added 5.12%
7,517 $1.25 Million
Q2 2024

Jul 29, 2024
BUY
$146.03 - $158.93 $13,580 - $14,780
93 Added 1.32%
7,151 $1.09 Million
Q1 2024

Apr 18, 2024
SELL
$145.61 - $158.81 $12,085 - $13,181
-83 Reduced 1.16%
7,058 $1.12 Million
Q4 2023

Jan 29, 2024
SELL
$125.51 - $158.2 $1,129 - $1,423
-9 Reduced 0.13%
7,141 $1.11 Million
Q3 2023

Oct 24, 2023
SELL
$133.8 - $151.24 $401 - $453
-3 Reduced 0.04%
7,150 $969,000
Q2 2023

Aug 09, 2023
BUY
$128.93 - $142.33 $902 - $996
7 Added 0.1%
7,153 $1.01 Million
Q1 2023

May 10, 2023
SELL
$130.78 - $156.96 $6,931 - $8,318
-53 Reduced 0.74%
7,146 $979,000
Q4 2022

Jan 19, 2023
BUY
$131.32 - $149.64 $1,313 - $1,496
10 Added 0.14%
7,199 $0
Q3 2022

Oct 25, 2022
SELL
$128.93 - $159.38 $2,449 - $3,028
-19 Reduced 0.26%
7,189 $927,000
Q2 2022

Jul 25, 2022
SELL
$134.47 - $162.71 $941 - $1,138
-7 Reduced 0.1%
7,208 $981,000
Q1 2022

Apr 29, 2022
SELL
$151.25 - $169.21 $302 - $338
-2 Reduced 0.03%
7,215 $1.16 Million
Q4 2021

Feb 15, 2022
BUY
$157.31 - $176.88 $1.14 Million - $1.28 Million
7,217 New
7,217 $1.2 Million

Others Institutions Holding IWN

# of Institutions
1,051
Shares Held
58.9M
Call Options Held
987K
Put Options Held
207K
View Full List

About ISHARES RUSSELL2000 VAL ETF

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