Morris Financial Concepts, Inc. Ishares Esg Aware U.S. Aggrega Transaction History

Morris Financial Concepts, Inc.

$230 Million
Q4 2024

A detailed history of Morris Financial Concepts, Inc. transactions in Ishares Esg Aware U.S. Aggrega stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 5,360 shares of EAGG stock, worth $248,489. This represents 0.11% of its overall portfolio holdings.

Number of Shares

5,360

Previous 5,122 4.65%

Holding current value

$248,489

Previous $248,000 -0.0%

% of portfolio

0.11%

Previous 0.11%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$46.33 - $48.6 $11,026 - $11,566	238 Added 4.65%	5,360 $248,000
Q3 2024 Oct 30, 2024	SELL	$46.18 - $48.92 $1,293 - $1,369	-28 Reduced 0.54%	5,122 $248,000
Q2 2024 Jul 29, 2024	BUY	$45.65 - $47.02 $13,192 - $13,588	289 Added 5.95%	5,150 $240,000
Q1 2024 Apr 18, 2024	BUY	$46.54 - $47.74 $22,385 - $22,962	481 Added 10.98%	4,861 $228,000
Q4 2023 Jan 29, 2024	SELL	$44.12 - $47.93 $44,605 - $48,457	-1,011 Reduced 18.75%	4,380 $209,000
Q3 2023 Oct 24, 2023	BUY	$45.2 - $47.43 $1,265 - $1,328	28 Added 0.52%	5,391 $244,000
Q2 2023 Aug 09, 2023	BUY	$46.98 - $48.45 $61,966 - $63,905	1,319 Added 32.62%	5,363 $252,000
Q1 2023 May 10, 2023	BUY	$46.38 - $48.56 $187,560 - $196,376	4,044 New	4,044 $194,000

Others Institutions Holding EAGG

# of Institutions

417

Shares Held

63.6M

Call Options Held

Put Options Held

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About ISHARES ESG AWARE U.S. AGGREGA

Ticker EAGG
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Morris Financial Concepts, Inc. Ishares Esg Aware U.S. Aggrega Transaction History