Morris Financial Concepts, Inc. Ishares Tr Msci Usa Esg Select Transaction History

Morris Financial Concepts, Inc.

  • $234 Million
  • Q1 2025

A detailed history of Morris Financial Concepts, Inc. transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 4,896 shares of SUSA stock, worth $597,263. This represents 0.24% of its overall portfolio holdings.

Number of Shares
4,896
Previous 5,144 4.82%
Holding current value
$597,263
Previous $625,000 10.08%
% of portfolio
0.24%
Previous 0.27%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
SELL
$113.22 - $126.36 $28,078 - $31,337
-248 Reduced 4.82%
4,896 $562,000
Q4 2024

Jan 29, 2025
BUY
$118.0 - $127.04 $15,222 - $16,388
129 Added 2.57%
5,144 $625,000
Q3 2024

Oct 30, 2024
SELL
$108.44 - $120.37 $39,255 - $43,573
-362 Reduced 6.73%
5,015 $603,000
Q2 2024

Jul 29, 2024
BUY
$102.41 - $112.98 $41,476 - $45,756
405 Added 8.15%
5,377 $604,000
Q1 2024

Apr 18, 2024
BUY
$98.48 - $109.17 $104,191 - $115,501
1,058 Added 27.03%
4,972 $542,000
Q4 2023

Jan 29, 2024
BUY
$85.36 - $100.86 $2,134 - $2,521
25 Added 0.64%
3,914 $393,000
Q3 2023

Oct 24, 2023
BUY
$89.49 - $97.11 $29,800 - $32,337
333 Added 9.36%
3,889 $349,000
Q2 2023

Aug 09, 2023
BUY
$85.65 - $93.64 $30,577 - $33,429
357 Added 11.16%
3,556 $332,000
Q1 2023

May 10, 2023
BUY
$81.64 - $90.01 $89,232 - $98,380
1,093 Added 51.9%
3,199 $280,000
Q4 2022

Jan 19, 2023
SELL
$75.77 - $88.09 $36,521 - $42,459
-482 Reduced 18.62%
2,106 $0
Q3 2022

Oct 25, 2022
BUY
$75.91 - $92.66 $175,579 - $214,322
2,313 Added 841.09%
2,588 $196,000
Q2 2022

Jul 25, 2022
BUY
$78.1 - $97.98 $5,857 - $7,348
75 Added 37.5%
275 $22,000
Q1 2022

Apr 29, 2022
BUY
$89.45 - $106.35 $17,890 - $21,270
200 New
200 $19,000

Others Institutions Holding SUSA

# of Institutions
522
Shares Held
18.5M
Call Options Held
0
Put Options Held
200
View Full List

About ISHARES TR MSCI USA ESG SELECT

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