Forvis Wealth Advisors, LLC Ishares Msci Eafe Min Vol Fact Transaction History

Forvis Wealth Advisors, LLC

$3.91 Billion
Q1 2024

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 22, 2022	SELL	$61.24 - $72.68 $502,596 - $596,484	-8,207 Closed	0 $0
Q4 2021 Jan 14, 2022	SELL	$74.33 - $77.96 $30,400 - $31,885	-409 Reduced 4.75%	8,207 $630,000
Q3 2021 Oct 14, 2021	BUY	$75.34 - $79.52 $8,212 - $8,667	109 Added 1.28%	8,616 $649,000
Q2 2021 Jul 14, 2021	SELL	$73.48 - $77.31 $27,775 - $29,223	-378 Reduced 4.25%	8,507 $643,000
Q1 2021 Apr 23, 2021	SELL	$70.92 - $74.68 $194,746 - $205,071	-2,746 Reduced 23.61%	8,885 $649,000

Q4 2020 Jan 22, 2021	SELL	$65.49 - $73.81 $753,593 - $849,331	-11,507 Reduced 49.73%	11,631 $854,000
Q3 2020 Nov 05, 2020	SELL	$66.21 - $69.64 $34,164 - $35,934	-516 Reduced 2.18%	23,138 $1.58 Million
Q2 2020 Jul 15, 2020	SELL	$59.53 - $68.92 $30,955 - $35,838	-520 Reduced 2.15%	23,654 $1.56 Million
Q1 2020 Apr 10, 2020	SELL	$54.87 - $75.75 $232,374 - $320,801	-4,235 Reduced 14.91%	24,174 $1.5 Million
Q4 2019 Jan 13, 2020	BUY	$71.94 - $75.68 $23,164 - $24,368	322 Added 1.15%	28,409 $2.12 Million
Q3 2019 Oct 29, 2019	BUY	$70.31 - $73.75 $158,408 - $166,158	2,253 Added 8.72%	28,087 $2.06 Million
Q2 2019 Jul 10, 2019	SELL	$70.31 - $73.27 $172,681 - $179,951	-2,456 Reduced 8.68%	25,834 $1.88 Million
Q1 2019 Apr 10, 2019	SELL	$66.36 - $72.4 $28,866 - $31,494	-435 Reduced 1.51%	28,290 $2.04 Million
Q4 2018 Jan 15, 2019	BUY	$65.01 - $72.73 $54,738 - $61,238	842 Added 3.02%	28,725 $1.92 Million
Q3 2018 Oct 09, 2018	BUY	$70.42 - $73.23 $3,521 - $3,661	50 Added 0.18%	27,883 $2.03 Million
Q2 2018 Jul 13, 2018	SELL	$70.89 - $74.83 $389,115 - $410,741	-5,489 Reduced 16.47%	27,833 $1.98 Million
Q1 2018 May 25, 2018	SELL	$70.61 - $76.47 $136,630 - $147,969	-1,935 Reduced 5.49%	33,322 $2.46 Million
Q1 2018 Apr 20, 2018	BUY	$70.61 - $76.47 $236,614 - $256,250	3,351 Added 10.5%	35,257 $2.64 Million
Q4 2017 Jan 18, 2018	SELL	$71.02 - $73.23 $24,857 - $25,630	-350 Reduced 1.09%	31,906 $2.33 Million
Q3 2017 Oct 13, 2017	BUY	$70.55 - $71.06 $2.28 Million - $2.29 Million	32,256	32,256 $2.29 Million

Others Institutions Holding EFAV

# of Institutions

498

Shares Held

68.1M

Call Options Held

12.7K

Put Options Held

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