Forvis Wealth Advisors, LLC Ishares Tr U S Utils ETF Transaction History

Forvis Wealth Advisors, LLC

$4 Billion
Q1 2025

A detailed history of Forvis Wealth Advisors, LLC transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 7,947 shares of IDU stock, worth $858,832. This represents 0.02% of its overall portfolio holdings.

Number of Shares

7,947

Previous 8,552 7.07%

Holding current value

$858,832

Previous $822,000 2.07%

% of portfolio

0.02%

Previous 0.02%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$95.33 - $102.77 $57,674 - $62,175	-605 Reduced 7.07%	7,947 $805,000
Q4 2024 Feb 03, 2025	SELL	$94.65 - $105.73 $32,181 - $35,948	-340 Reduced 3.82%	8,552 $822,000
Q3 2024 Nov 14, 2024	BUY	$87.2 - $102.21 $29,648 - $34,751	340 Added 3.98%	8,892 $907,000
Q2 2024 Aug 09, 2024	BUY	$80.91 - $92.63 $8,091 - $9,263	100 Added 1.18%	8,552 $751,000
Q1 2024 Apr 19, 2024	SELL	$76.16 - $84.52 $7,616 - $8,452	-100 Reduced 1.17%	8,452 $714,000
Q3 2023 Oct 25, 2023	SELL	$73.46 - $85.26 $35,260 - $40,924	-480 Reduced 5.31%	8,552 $629,000
Q2 2023 Aug 08, 2023	BUY	$79.78 - $86.19 $38,294 - $41,371	480 Added 5.61%	9,032 $738,000
Q4 2022 Feb 02, 2023	SELL	$76.38 - $89.16 $5,346 - $6,241	-70 Reduced 0.81%	8,552 $740,000
Q3 2022 Oct 13, 2022	SELL	$81.13 - $95.89 $26,772 - $31,643	-330 Reduced 3.69%	8,622 $699,000
Q2 2022 Jul 22, 2022	SELL	$78.85 - $93.89 $49,281 - $58,681	-625 Reduced 6.53%	8,952 $766,000
Q1 2022 May 10, 2022	SELL	$79.56 - $91.11 $1,511 - $1,731	-19 Reduced 0.2%	9,577 $871,000
Q4 2021 Jan 14, 2022	SELL	$79.02 - $88.43 $37,376 - $41,827	-473 Reduced 4.7%	9,596 $849,000
Q2 2021 Jul 14, 2021	SELL	$78.5 - $83.84 $19,546 - $20,876	-249 Reduced 2.41%	10,069 $790,000
Q1 2021 Apr 23, 2021	SELL	$72.46 - $79.63 $11,158 - $12,263	-154 Reduced 1.47%	10,318 $821,000
Q4 2020 Jan 22, 2021	BUY	$73.61 - $82.19 $378,870 - $423,031	5,147 Added 96.66%	10,472 $813,000
Q3 2020 Nov 05, 2020	BUY	$70.19 - $76.14 $210 - $228	3 Added 0.06%	5,325 $778,000
Q2 2020 Jul 15, 2020	SELL	$64.5 - $78.05 $9,868 - $11,941	-153 Reduced 2.79%	5,322 $746,000
Q1 2020 Apr 10, 2020	SELL	$56.5 - $88.53 $14,577 - $22,840	-258 Reduced 4.5%	5,475 $756,000
Q4 2019 Jan 13, 2020	SELL	$77.06 - $81.5 $10,711 - $11,328	-139 Reduced 2.37%	5,733 $929,000
Q3 2019 Oct 29, 2019	SELL	$74.74 - $81.66 $5,082 - $5,552	-68 Reduced 1.14%	5,872 $956,000
Q2 2019 Jul 10, 2019	SELL	$72.15 - $77.08 $2,886 - $3,083	-40 Reduced 0.67%	5,940 $896,000
Q1 2019 Apr 10, 2019	BUY	$65.82 - $74.61 $7,700 - $8,729	117 Added 2.0%	5,980 $881,000
Q4 2018 Jan 15, 2019	SELL	$65.33 - $72.1 $8,231 - $9,084	-126 Reduced 2.1%	5,863 $787,000
Q3 2018 Oct 09, 2018	BUY	$65.43 - $69.3 $261 - $277	4 Added 0.07%	5,989 $803,000
Q1 2018 Apr 20, 2018	BUY	$59.97 - $65.92 $179 - $197	3 Added 0.05%	5,985 $767,000
Q4 2017 Jan 18, 2018	SELL	$65.78 - $71.11 $13,024 - $14,079	-198 Reduced 3.2%	5,982 $795,000
Q3 2017 Oct 13, 2017	BUY	$66.38 - $67.19 $410,228 - $415,234	6,180	6,180 $821,000

Others Institutions Holding IDU

# of Institutions

289

Shares Held

7.45M

Call Options Held

Put Options Held

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About ISHARES TR U S UTILS ETF

Ticker IDU
Sector ETFs
Industry ETFs

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Forvis Wealth Advisors, LLC Ishares Tr U S Utils ETF Transaction History