Morris Financial Concepts, Inc. Ishares Russell 3000 ETF Transaction History

Morris Financial Concepts, Inc.

  • $229 Million
  • Q3 2024

A detailed history of Morris Financial Concepts, Inc. transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 220 shares of IWV stock, worth $76,164. This represents 0.03% of its overall portfolio holdings.

Number of Shares
220
Previous 181 21.55%
Holding current value
$76,164
Previous $55,000 29.09%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 30, 2024
BUY
$294.75 - $326.73 $11,495 - $12,742
39 Added 21.55%
220 $71,000
Q3 2023

Oct 24, 2023
BUY
$243.9 - $263.56 $9,512 - $10,278
39 Added 27.46%
181 $44,000
Q3 2022

Oct 25, 2022
BUY
$207.04 - $249.4 $207 - $249
1 Added 0.71%
142 $29,000
Q4 2021

Feb 15, 2022
BUY
$254.66 - $279.11 $35,907 - $39,354
141 New
141 $39,000

Others Institutions Holding IWV

# of Institutions
852
Shares Held
26.8M
Call Options Held
19.5K
Put Options Held
3K
View Full List

About ISHARES RUSSELL 3000 ETF

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