Forvis Wealth Advisors, LLC Ishares Ibonds Dec 2023 Term C Transaction History

Forvis Wealth Advisors, LLC

$4.26 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 08, 2023	SELL	$25.13 - $25.29 $4,975 - $5,007	-198 Reduced 2.18%	8,896 $224,000
Q4 2022 Feb 02, 2023	BUY	$24.91 - $25.06 $24,934 - $25,085	1,001 Added 12.37%	9,094 $227,000
Q1 2022 May 10, 2022	SELL	$25.22 - $25.66 $48,371 - $49,215	-1,918 Reduced 19.16%	8,093 $205,000
Q3 2020 Nov 05, 2020	BUY	$26.12 - $26.31 $50,098 - $50,462	1,918 Added 23.7%	10,011 $263,000
Q2 2020 Jul 15, 2020	SELL	$24.71 - $26.23 $90,908 - $96,500	-3,679 Reduced 31.25%	8,093 $212,000
Q1 2020 Apr 10, 2020	SELL	$22.28 - $26.08 $310,650 - $363,633	-13,943 Reduced 54.22%	11,772 $294,000
Q4 2019 Jan 13, 2020	BUY	$25.45 - $25.68 $99,585 - $100,485	3,913 Added 17.95%	25,715 $657,000
Q3 2019 Oct 29, 2019	BUY	$25.27 - $25.69 $297,478 - $302,422	11,772 Added 117.37%	21,802 $558,000
Q2 2019 Jul 10, 2019	BUY	$24.83 - $25.43 $249,044 - $255,062	10,030 New	10,030 $255,000

Others Institutions Holding IBDO

# of Institutions

15

Shares Held

760K

Call Options Held

0

Put Options Held

0

About ISHARES IBONDS DEC 2023 TERM C

Ticker IBDO
Sector ETFs
Industry ETFs

More about IBDO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Forvis Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forvis Wealth Advisors, LLC with notifications on news.