Morris Financial Concepts, Inc. Ishares Russell Mid Cap ETF Transaction History
Morris Financial Concepts, Inc.
- $234 Million
- Q1 2025
A detailed history of Morris Financial Concepts, Inc. transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 1,364 shares of IWR stock, worth $122,609. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,364
Previous 1,364
-0.0%
Holding current value
$122,609
Previous $120,000
3.33%
% of portfolio
0.05%
Previous 0.05%
Shares
1 transactions
Others Institutions Holding IWR
# of Institutions
1,539Shares Held
382MCall Options Held
151KPut Options Held
164K-
Jones Financial Companies Lllp66.5MShares$5.98 Billion5.09% of portfolio
-
Bank Of America Corp Charlotte, NC62.5MShares$5.61 Billion0.44% of portfolio
-
Wells Fargo & Company San Francisco, CA38.3MShares$3.44 Billion0.76% of portfolio
-
Us Bancorp \De\19.3MShares$1.74 Billion2.22% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA13.2MShares$1.18 Billion0.59% of portfolio