Morris Financial Concepts, Inc. Ishares Tr Transaction History

Morris Financial Concepts, Inc.

$247 Million
Q2 2025

A detailed history of Morris Financial Concepts, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 72,264 shares of SHV stock, worth $7.98 Million. This represents 3.23% of its overall portfolio holdings.

Number of Shares

72,264

Previous 68,310 5.79%

Holding current value

$7.98 Million

Previous $7.55 Million 5.75%

% of portfolio

3.23%

Previous 3.22%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	BUY	$110.06 - $110.46 $435,177 - $436,758	3,954 Added 5.79%	72,264 $7.98 Million
Q1 2025 Apr 29, 2025	BUY	$110.11 - $110.51 $230,680 - $231,518	2,095 Added 3.16%	68,310 $7.55 Million
Q4 2024 Jan 29, 2025	BUY	$109.92 - $110.57 $395,272 - $397,609	3,596 Added 5.74%	66,215 $7.29 Million
Q3 2024 Oct 30, 2024	BUY	$110.05 - $110.63 $364,375 - $366,295	3,311 Added 5.58%	62,619 $6.93 Million
Q2 2024 Jul 29, 2024	BUY	$110.04 - $110.51 $885,271 - $889,052	8,045 Added 15.69%	59,308 $6.55 Million
Q1 2024 Apr 18, 2024	BUY	$110.11 - $110.57 $118,148 - $118,641	1,073 Added 2.14%	51,263 $5.67 Million
Q4 2023 Jan 29, 2024	BUY	$109.86 - $110.59 $270,035 - $271,830	2,458 Added 5.15%	50,190 $5.53 Million
Q3 2023 Oct 24, 2023	SELL	$109.99 - $110.5 $361,757 - $363,434	-3,289 Reduced 6.45%	47,732 $5.27 Million
Q2 2023 Aug 09, 2023	BUY	$110.0 - $110.45 $997,810 - $1 Million	9,071 Added 21.62%	51,021 $5.64 Million
Q1 2023 May 10, 2023	BUY	$109.94 - $110.5 $2.22 Million - $2.24 Million	20,235 Added 93.18%	41,950 $4.64 Million
Q4 2022 Jan 19, 2023	BUY	$109.74 - $110.1 $2.27 Million - $2.28 Million	20,669 Added 1976.0%	21,715 $0
Q3 2022 Oct 25, 2022	BUY	$109.92 - $110.13 $82,659 - $82,817	752 Added 255.78%	1,046 $115,000
Q2 2022 Jul 25, 2022	SELL	$109.96 - $110.28 $11,545 - $11,579	-105 Reduced 26.32%	294 $32,000
Q4 2021 Feb 15, 2022	BUY	$110.39 - $110.47 $44,045 - $44,077	399 New	399 $44,000

Others Institutions Holding SHV

# of Institutions

803

Shares Held

101M

Call Options Held

Put Options Held

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About ISHARES TR

Ticker SHV
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Morris Financial Concepts, Inc. Ishares Tr Transaction History