Morris Financial Concepts, Inc. Ishares S&P 500 Growth ETF Transaction History

Morris Financial Concepts, Inc.

$230 Million
Q4 2024

A detailed history of Morris Financial Concepts, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 42,538 shares of IVW stock, worth $4.28 Million. This represents 1.88% of its overall portfolio holdings.

Number of Shares

42,538

Previous 42,828 0.68%

Holding current value

$4.28 Million

Previous $4.1 Million 5.32%

% of portfolio

1.88%

Previous 1.79%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$94.43 - $105.47 $27,384 - $30,586	-290 Reduced 0.68%	42,538 $4.32 Million
Q3 2024 Oct 30, 2024	BUY	$84.77 - $97.13 $240,153 - $275,169	2,833 Added 7.08%	42,828 $4.1 Million
Q2 2024 Jul 29, 2024	BUY	$79.31 - $93.31 $70,903 - $83,419	894 Added 2.29%	39,995 $3.7 Million
Q4 2023 Jan 29, 2024	SELL	$65.78 - $75.4 $154,846 - $177,491	-2,354 Reduced 5.68%	39,101 $2.94 Million
Q2 2023 Aug 09, 2023	SELL	$63.21 - $70.48 $4,993 - $5,567	-79 Reduced 0.19%	41,455 $2.92 Million
Q1 2023 May 10, 2023	SELL	$57.25 - $63.89 $18,892 - $21,083	-330 Reduced 0.79%	41,534 $2.65 Million
Q4 2021 Feb 15, 2022	BUY	$73.18 - $84.81 $3.06 Million - $3.55 Million	41,864 New	41,864 $3.5 Million

Others Institutions Holding IVW

# of Institutions

2,003

Shares Held

428M

Call Options Held

183K

Put Options Held

101K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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Morris Financial Concepts, Inc. Ishares S&P 500 Growth ETF Transaction History