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

Morris Financial Concepts, Inc.

$194 Million
Q1 2024

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 4,972 shares of SUSA stock, worth $567,603. This represents 0.28% of its overall portfolio holdings.

Number of Shares

4,972

Previous 3,914 27.03%

Holding current value

$567,603

Previous $393,000 37.91%

% of portfolio

0.28%

Previous 0.23%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$79.35 - $88.09 $38,246 - $42,459	-482 Reduced 18.62%	2,106 $0
Q3 2022 Oct 25, 2022	BUY	N/A	2,313 Added 841.09%	2,588 $196,000
Q2 2022 Jul 25, 2022	BUY	N/A	75 Added 37.5%	275 $22,000
Q1 2022 Apr 29, 2022	BUY	N/A	200 New	200 $19,000

Others Institutions Holding SUSA

# of Institutions

482

Shares Held

19.2M

Call Options Held

100

Put Options Held

View Full List

About ISHARES TR MSCI USA ESG SELECT

Ticker SUSA
Sector ETFs
Industry ETFs

More about SUSA

Track This Portfolio

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.

Account

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