Morris Financial Concepts, Inc. Ishares Msci Usa Value Factor Transaction History

Morris Financial Concepts, Inc.

  • $271 Million
  • Q3 2025

A detailed history of Morris Financial Concepts, Inc. transactions in Ishares Msci Usa Value Factor stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 71 shares of VLUE stock, worth $8,897. This represents 0.0% of its overall portfolio holdings.

Number of Shares
71
Previous 71 -0.0%
Holding current value
$8,897
Previous $8,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024
SELL
$98.17 - $108.31 $3,926 - $4,332
-40 Reduced 36.04%
71 $7,000
Q3 2023

Oct 24, 2023
SELL
$90.0 - $97.29 $540 - $583
-6 Reduced 5.13%
111 $10,000
Q1 2023

May 10, 2023
SELL
$88.06 - $99.54 $1,056 - $1,194
-12 Reduced 9.3%
117 $10,000
Q3 2022

Oct 25, 2022
SELL
$81.86 - $99.37 $1,227 - $1,490
-15 Reduced 10.42%
129 $11,000
Q2 2022

Jul 25, 2022
BUY
$88.4 - $105.81 $12,729 - $15,236
144 New
144 $13,000

Others Institutions Holding VLUE

# of Institutions
480
Shares Held
50.4M
Call Options Held
100
Put Options Held
0
View Full List

About ISHARES MSCI USA VALUE FACTOR

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