A detailed history of Morris Financial Concepts, Inc. transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 88,854 shares of SHY stock, worth $7.27 Million. This represents 3.23% of its overall portfolio holdings.

Number of Shares
88,854
Previous 83,140 6.87%
Holding current value
$7.27 Million
Previous $6.79 Million 8.84%
% of portfolio
3.23%
Previous 3.29%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

BUY
$81.31 - $83.29 $464,605 - $475,919
5,714 Added 6.87%
88,854 $7.39 Million
Q2 2024

Jul 29, 2024

BUY
$81.05 - $81.66 $853,456 - $859,879
10,530 Added 14.5%
83,140 $6.79 Million
Q1 2024

Apr 18, 2024

BUY
$81.49 - $82.34 $325,389 - $328,783
3,993 Added 5.82%
72,610 $5.94 Million
Q4 2023

Jan 29, 2024

BUY
$80.62 - $82.04 $206,467 - $210,104
2,561 Added 3.88%
68,617 $5.63 Million
Q3 2023

Oct 24, 2023

SELL
$80.71 - $81.38 $103,631 - $104,491
-1,284 Reduced 1.91%
66,056 $5.35 Million
Q2 2023

Aug 09, 2023

BUY
$81.05 - $82.41 $916,675 - $932,057
11,310 Added 20.19%
67,340 $5.46 Million
Q1 2023

May 10, 2023

BUY
$80.51 - $82.52 $2.3 Million - $2.36 Million
28,560 Added 103.97%
56,030 $4.6 Million
Q4 2022

Jan 19, 2023

BUY
$80.6 - $81.52 $2.21 Million - $2.24 Million
27,469 Added 2746900.0%
27,470 $0
Q3 2022

Oct 25, 2022

SELL
$81.04 - $83.06 $144,332 - $147,929
-1,781 Reduced 99.94%
1 $0
Q2 2022

Jul 25, 2022

BUY
$81.97 - $83.48 $13,525 - $13,774
165 Added 10.2%
1,782 $147,000
Q1 2022

Apr 29, 2022

BUY
$83.25 - $85.49 $34,715 - $35,649
417 Added 34.75%
1,617 $135,000
Q4 2021

Feb 15, 2022

BUY
$85.5 - $86.18 $102,600 - $103,416
1,200 New
1,200 $103,000

Others Institutions Holding SHY

About ISHARES BARCLAYS 1-3 YEAR TREA


  • Ticker SHY
  • Sector ETFs
  • Industry ETFs
More about SHY
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.