Morris Financial Concepts, Inc. Ishares Barclays 1 3 Year Trea Transaction History

Morris Financial Concepts, Inc.

  • $194 Million
  • Q1 2024

A detailed history of Morris Financial Concepts, Inc. transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 72,610 shares of SHY stock, worth $5.93 Million. This represents 3.07% of its overall portfolio holdings.

Number of Shares
72,610
Previous 68,617 5.82%
Holding current value
$5.93 Million
Previous $5.63 Million 5.49%
% of portfolio
3.07%
Previous 3.24%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024
BUY
$81.49 - $82.34 $325,389 - $328,783
3,993 Added 5.82%
72,610 $5.94 Million
Q4 2023

Jan 29, 2024
BUY
$80.62 - $82.04 $206,467 - $210,104
2,561 Added 3.88%
68,617 $5.63 Million
Q3 2023

Oct 24, 2023
SELL
$80.71 - $81.38 $103,631 - $104,491
-1,284 Reduced 1.91%
66,056 $5.35 Million
Q2 2023

Aug 09, 2023
BUY
$81.05 - $82.41 $916,675 - $932,057
11,310 Added 20.19%
67,340 $5.46 Million
Q1 2023

May 10, 2023
BUY
$80.51 - $82.52 $2.3 Million - $2.36 Million
28,560 Added 103.97%
56,030 $4.6 Million
Q4 2022

Jan 19, 2023
BUY
$80.6 - $81.52 $2.21 Million - $2.24 Million
27,469 Added 2746900.0%
27,470 $0
Q3 2022

Oct 25, 2022
SELL
$81.22 - $83.06 $144,652 - $147,929
-1,781 Reduced 99.94%
1 $0
Q2 2022

Jul 25, 2022
BUY
$81.97 - $83.48 $13,525 - $13,774
165 Added 10.2%
1,782 $147,000
Q1 2022

Apr 29, 2022
BUY
$83.25 - $85.49 $34,715 - $35,649
417 Added 34.75%
1,617 $135,000
Q4 2021

Feb 15, 2022
BUY
$85.5 - $86.18 $102,600 - $103,416
1,200 New
1,200 $103,000

Others Institutions Holding SHY

# of Institutions
1,185
Shares Held
231M
Call Options Held
581K
Put Options Held
102K
View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

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