Forvis Wealth Advisors, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Forvis Wealth Advisors, LLC

$4 Billion
Q1 2025

A detailed history of Forvis Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 67,014 shares of IBDS stock, worth $1.62 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

67,014

Previous 52,571 27.47%

Holding current value

$1.62 Million

Previous $1.26 Million 28.67%

% of portfolio

0.04%

Previous 0.03%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$23.9 - $24.18 $345,187 - $349,231	14,443 Added 27.47%	67,014 $1.62 Million
Q4 2024 Feb 03, 2025	BUY	$23.88 - $24.32 $24,835 - $25,292	1,040 Added 2.02%	52,571 $1.26 Million
Q3 2024 Nov 14, 2024	SELL	$23.63 - $24.42 $47,260 - $48,840	-2,000 Reduced 3.74%	51,531 $1.26 Million
Q2 2024 Aug 09, 2024	BUY	$23.48 - $23.77 $255,509 - $258,665	10,882 Added 25.52%	53,531 $1.27 Million
Q1 2024 Apr 19, 2024	BUY	$23.67 - $24.03 $448,357 - $455,176	18,942 Added 79.9%	42,649 $1.02 Million
Q4 2023 Jan 11, 2024	BUY	$22.84 - $23.94 $1,142 - $1,197	50 Added 0.21%	23,707 $567,000
Q3 2023 Oct 25, 2023	BUY	$23.07 - $23.6 $250,955 - $256,720	10,878 Added 85.12%	23,657 $547,000
Q2 2023 Aug 08, 2023	BUY	$23.39 - $23.94 $818 - $837	35 Added 0.27%	12,779 $300,000
Q1 2023 Apr 26, 2023	BUY	$23.15 - $24.01 $532 - $552	23 Added 0.18%	12,744 $303,000
Q4 2022 Feb 02, 2023	BUY	$22.55 - $23.67 $25,053 - $26,297	1,111 Added 9.57%	12,721 $297,000
Q3 2022 Oct 13, 2022	SELL	$22.77 - $24.53 $57,926 - $62,404	-2,544 Reduced 17.97%	11,610 $267,000
Q2 2022 Jul 22, 2022	BUY	$23.33 - $24.86 $839 - $894	36 Added 0.25%	14,154 $338,000
Q1 2022 May 10, 2022	BUY	$24.73 - $26.48 $568 - $609	23 Added 0.16%	14,118 $352,000
Q4 2021 Jan 14, 2022	BUY	$26.38 - $27.03 $1,107 - $1,135	42 Added 0.3%	14,095 $374,000
Q3 2021 Oct 14, 2021	BUY	$26.98 - $27.28 $863 - $872	32 Added 0.23%	14,053 $379,000
Q2 2021 Jul 14, 2021	BUY	$26.65 - $27.15 $93,834 - $95,595	3,521 Added 33.53%	14,021 $379,000
Q1 2021 Apr 23, 2021	BUY	$26.64 - $27.56 $66,600 - $68,900	2,500 Added 31.25%	10,500 $281,000
Q2 2020 Jul 15, 2020	BUY	$24.26 - $27.02 $194,080 - $216,160	8,000 New	8,000 $216,000
Q1 2020 Apr 10, 2020	SELL	$22.37 - $26.87 $178,960 - $214,960	-8,000 Closed	0 $0
Q3 2019 Oct 29, 2019	BUY	$25.24 - $26.19 $201,920 - $209,520	8,000 New	8,000 $207,000

Others Institutions Holding IBDS

# of Institutions

399

Shares Held

104M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2027 TER

Ticker IBDS
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Forvis Wealth Advisors, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History