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

Morris Financial Concepts, Inc.

$247 Million
Q2 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 5,555 shares of SUSA stock, worth $719,650. This represents 0.29% of its overall portfolio holdings.

Number of Shares

5,555

Previous 4,896 13.46%

Holding current value

$719,650

Previous $562,000 25.27%

% of portfolio

0.29%

Previous 0.24%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	BUY	$101.97 - $126.75 $67,198 - $83,528	659 Added 13.46%	5,555 $704,000
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

532

Shares Held

18.5M

Call Options Held

Put Options Held

200

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About ISHARES TR MSCI USA ESG SELECT

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