Morris Financial Concepts, Inc. Ishares Tr Russell 1000 ETF Transaction History

Morris Financial Concepts, Inc.

  • $271 Million
  • Q3 2025

A detailed history of Morris Financial Concepts, Inc. transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 4,399 shares of IWB stock, worth $1.62 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares
4,399
Previous 4,403 0.09%
Holding current value
$1.62 Million
Previous $1.5 Million 7.49%
% of portfolio
0.59%
Previous 0.61%

Shares

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

Oct 21, 2025
SELL
$339.37 - $366.46 $1,357 - $1,465
-4 Reduced 0.09%
4,399 $1.61 Million
Q2 2025

Jul 28, 2025
BUY
$272.36 - $339.57 $716,306 - $893,069
2,630 Added 148.34%
4,403 $1.5 Million
Q1 2025

Apr 29, 2025
SELL
$302.31 - $337.54 $30,231 - $33,754
-100 Reduced 5.34%
1,773 $543,000
Q4 2024

Jan 29, 2025
SELL
$311.11 - $335.64 $1,866 - $2,013
-6 Reduced 0.32%
1,873 $603,000
Q3 2024

Oct 30, 2024
SELL
$283.28 - $314.39 $28,611 - $31,753
-101 Reduced 5.1%
1,879 $590,000
Q2 2024

Jul 29, 2024
SELL
$272.21 - $298.72 $14,154 - $15,533
-52 Reduced 2.56%
1,980 $589,000
Q4 2023

Jan 29, 2024
SELL
$225.16 - $263.17 $13,509 - $15,790
-60 Reduced 2.87%
2,032 $532,000
Q3 2023

Oct 24, 2023
SELL
$234.05 - $252.17 $2,340 - $2,521
-10 Reduced 0.48%
2,092 $491,000
Q1 2023

May 10, 2023
SELL
$208.78 - $230.55 $11,274 - $12,449
-54 Reduced 2.5%
2,102 $473,000
Q4 2022

Jan 19, 2023
BUY
$196.94 - $224.49 $7,483 - $8,530
38 Added 1.79%
2,156 $0
Q3 2022

Oct 25, 2022
BUY
$197.33 - $237.63 $37,690 - $45,387
191 Added 9.91%
2,118 $418,000
Q2 2022

Jul 25, 2022
BUY
$201.03 - $253.2 $387,384 - $487,916
1,927 New
1,927 $400,000

Others Institutions Holding IWB

# of Institutions
1,639
Shares Held
98.7M
Call Options Held
65.9K
Put Options Held
60.7K
View Full List

About ISHARES TR RUSSELL 1000 ETF

IWB Quotes by TradingView
  • Ticker IWB
  • Sector ETFs
  • Industry ETFs
More about IWB
Track This Portfolio

Track Morris Financial Concepts, Inc. Portfolio

Follow Morris Financial Concepts, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Morris Financial Concepts, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Morris Financial Concepts, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email