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

Morris Financial Concepts, Inc.

$234 Million
Q1 2025

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 100,673 shares of SHY stock, worth $8.3 Million. This represents 3.55% of its overall portfolio holdings.

Number of Shares

100,673

Previous 96,653 4.16%

Holding current value

$8.3 Million

Previous $7.92 Million 5.11%

% of portfolio

3.55%

Previous 3.45%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	BUY	$81.83 - $82.73 $328,956 - $332,574	4,020 Added 4.16%	100,673 $8.33 Million
Q4 2024 Jan 29, 2025	BUY	$81.68 - $82.93 $637,022 - $646,771	7,799 Added 8.78%	96,653 $7.92 Million
Q3 2024 Oct 30, 2024	BUY	$81.31 - $83.29 $464,605 - $475,919	5,714 Added 6.87%	88,854 $7.39 Million
Q2 2024 Jul 29, 2024	BUY	$81.05 - $81.66 $853,456 - $859,879	10,530 Added 14.5%	83,140 $6.79 Million
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	$81.04 - $83.06 $144,332 - $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

1,320

Shares Held

234M

Call Options Held

32.3K

Put Options Held

9.6K

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About ISHARES BARCLAYS 1-3 YEAR TREA

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