Morris Financial Concepts, Inc. Ishares Short Term National Mu Transaction History

Morris Financial Concepts, Inc.

  • $229 Million
  • Q3 2024

A detailed history of Morris Financial Concepts, Inc. transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 2,956 shares of SUB stock, worth $311,828. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,956
Previous 2,812 5.12%
Holding current value
$311,828
Previous $293,000 6.83%
% of portfolio
0.14%
Previous 0.14%

Shares

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

Oct 30, 2024
BUY
$104.3 - $106.3 $15,019 - $15,307
144 Added 5.12%
2,956 $313,000
Q2 2024

Jul 29, 2024
SELL
$104.04 - $104.8 $26,634 - $26,828
-256 Reduced 8.34%
2,812 $293,000
Q1 2024

Apr 18, 2024
BUY
$104.73 - $105.42 $23,668 - $23,824
226 Added 7.95%
3,068 $321,000
Q4 2023

Jan 29, 2024
BUY
$102.62 - $105.46 $30,786 - $31,637
300 Added 11.8%
2,842 $299,000
Q3 2023

Oct 24, 2023
BUY
$102.82 - $104.26 $56,036 - $56,821
545 Added 27.29%
2,542 $261,000
Q2 2023

Aug 09, 2023
BUY
$103.24 - $105.0 $81,146 - $82,530
786 Added 64.91%
1,997 $207,000
Q1 2023

May 10, 2023
BUY
$103.3 - $105.14 $67,558 - $68,761
654 Added 117.41%
1,211 $126,000
Q4 2022

Jan 19, 2023
BUY
$102.5 - $104.49 $52,890 - $53,916
516 Added 1258.54%
557 $0
Q3 2022

Oct 25, 2022
SELL
$102.59 - $105.4 $56,116 - $57,653
-547 Reduced 93.03%
41 $4,000
Q2 2022

Jul 25, 2022
SELL
$103.31 - $104.87 $91,326 - $92,705
-884 Reduced 60.05%
588 $62,000
Q1 2022

Apr 29, 2022
SELL
$104.46 - $107.34 $329,675 - $338,765
-3,156 Reduced 68.19%
1,472 $154,000
Q4 2021

Feb 15, 2022
BUY
$107.24 - $107.56 $496,306 - $497,787
4,628 New
4,628 $497,000

Others Institutions Holding SUB

# of Institutions
823
Shares Held
69.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES SHORT-TERM NATIONAL MU

SUB Quotes by TradingView
  • Ticker SUB
  • Sector ETFs
  • Industry ETFs
More about SUB
Track This Portfolio

Track Morris Financial Concepts, Inc. Portfolio

Follow Morris Financial Concepts, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Morris Financial Concepts, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Morris Financial Concepts, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email