Morris Financial Concepts, Inc. Ishares S&P Smallcap 600 Value Transaction History

Morris Financial Concepts, Inc.

  • $271 Million
  • Q3 2025

A detailed history of Morris Financial Concepts, Inc. transactions in Ishares S&P Smallcap 600 Value stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 9,035 shares of IJS stock, worth $995,476. This represents 0.37% of its overall portfolio holdings.

Number of Shares
9,035
Previous 9,474 4.63%
Holding current value
$995,476
Previous $942,000 6.05%
% of portfolio
0.37%
Previous 0.38%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
SELL
$98.99 - $112.2 $43,456 - $49,255
-439 Reduced 4.63%
9,035 $999,000
Q2 2025

Jul 28, 2025
SELL
$83.54 - $100.04 $107,348 - $128,551
-1,285 Reduced 11.94%
9,474 $942,000
Q1 2025

Apr 29, 2025
SELL
$96.3 - $112.23 $96,877 - $112,903
-1,006 Reduced 8.55%
10,759 $1.05 Million
Q4 2024

Jan 29, 2025
SELL
$104.59 - $118.05 $61,289 - $69,177
-586 Reduced 4.74%
11,765 $1.28 Million
Q3 2024

Oct 30, 2024
SELL
$95.81 - $109.03 $106,732 - $121,459
-1,114 Reduced 8.27%
12,351 $1.33 Million
Q2 2024

Jul 29, 2024
SELL
$94.12 - $102.13 $109,743 - $119,083
-1,166 Reduced 7.97%
13,465 $1.31 Million
Q1 2024

Apr 18, 2024
SELL
$95.88 - $102.78 $181,788 - $194,870
-1,896 Reduced 11.47%
14,631 $1.5 Million
Q4 2023

Jan 29, 2024
BUY
$82.1 - $104.53 $33,414 - $42,543
407 Added 2.52%
16,527 $1.7 Million
Q3 2023

Oct 24, 2023
SELL
$87.64 - $100.82 $1,051 - $1,209
-12 Reduced 0.07%
16,120 $1.44 Million
Q2 2023

Aug 09, 2023
BUY
$87.59 - $95.56 $38,889 - $42,428
444 Added 2.83%
16,132 $1.53 Million
Q1 2023

May 10, 2023
SELL
$88.82 - $106.56 $6,395 - $7,672
-72 Reduced 0.46%
15,688 $1.47 Million
Q4 2022

Jan 19, 2023
SELL
$84.57 - $97.98 $18,943 - $21,947
-224 Reduced 1.4%
15,760 $0
Q3 2022

Oct 25, 2022
SELL
$82.45 - $101.32 $54,087 - $66,465
-656 Reduced 3.94%
15,984 $1.32 Million
Q2 2022

Jul 25, 2022
BUY
$86.2 - $103.37 $42,065 - $50,444
488 Added 3.02%
16,640 $1.48 Million
Q1 2022

Apr 29, 2022
BUY
$97.08 - $107.22 $3,106 - $3,431
32 Added 0.2%
16,152 $1.65 Million
Q4 2021

Feb 15, 2022
BUY
$99.12 - $110.76 $1.6 Million - $1.79 Million
16,120 New
16,120 $1.68 Million

Others Institutions Holding IJS

# of Institutions
912
Shares Held
39.2M
Call Options Held
27.8K
Put Options Held
14.9K
View Full List

About ISHARES S&P SMALLCAP 600 VALUE

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