MORRIS FINANCIAL CONCEPTS, INC. IVV Holdings History
MORRIS FINANCIAL CONCEPTS, INC.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, MORRIS FINANCIAL CONCEPTS, INC. held 63,075.00 shares of iShares Core S&P 500 ETF(IVV), totaling $35.44 Mil. This investment constitutes 14.87% of their stock portfolio, and MORRIS FINANCIAL CONCEPTS, INC. now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2021Q4. And since then MORRIS FINANCIAL CONCEPTS, INC. has made 12 purchases of IVV, at an average price of $465.58, for a total of 64,575.00 shares. In addition, there have been 1 sales at an average price of $384.60 for 1,500.00 shares. Based on historical transaction data and IVV's current price of $630.67, MORRIS FINANCIAL CONCEPTS, INC.'s estimated gain on his IVV holdings is $10.29 Mil, reflecting a 34.23% gain to date.
MORRIS FINANCIAL CONCEPTS, INC. IVV ($630.67) Holding Chart
MORRIS FINANCIAL CONCEPTS, INC. IVV ($630.67) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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