Morris Financial Concepts, Inc. Ishares Tr Transaction History

Morris Financial Concepts, Inc.

  • $230 Million
  • Q4 2024

A detailed history of Morris Financial Concepts, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 66,215 shares of SHV stock, worth $7.31 Million. This represents 3.18% of its overall portfolio holdings.

Number of Shares
66,215
Previous 62,619 5.74%
Holding current value
$7.31 Million
Previous $6.93 Million 5.24%
% of portfolio
3.18%
Previous 3.03%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
772
Shares Held
94.5M
Call Options Held
2K
Put Options Held
0
View Full List

About ISHARES TR

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