Morris Financial Concepts, Inc. Ishares Morningstar U.S. Equit Transaction History

Morris Financial Concepts, Inc.

  • $271 Million
  • Q3 2025

A detailed history of Morris Financial Concepts, Inc. transactions in Ishares Morningstar U.S. Equit stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 300 shares of ILCB stock, worth $27,939. This represents 0.01% of its overall portfolio holdings.

Number of Shares
300
Previous 300 -0.0%
Holding current value
$27,939
Previous $25,000 8.0%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 29, 2024
SELL
$56.59 - $65.96 $37,802 - $44,061
-668 Reduced 69.01%
300 $19,000
Q1 2023

May 10, 2023
SELL
$52.17 - $57.5 $27,754 - $30,590
-532 Reduced 35.47%
968 $54,000
Q1 2022

Apr 29, 2022
SELL
$57.72 - $66.76 $2,886 - $3,338
-50 Reduced 3.23%
1,500 $94,000
Q4 2021

Feb 15, 2022
BUY
$60.52 - $66.81 $93,806 - $103,555
1,550 New
1,550 $103,000

Others Institutions Holding ILCB

# of Institutions
194
Shares Held
5.65M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MORNINGSTAR U.S. EQUIT

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