Forvis Wealth Advisors, LLC Ishares Barclays Transaction History

Forvis Wealth Advisors, LLC

$4.26 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 19, 2024	SELL	$93.54 - $96.82 $7.82 Million - $8.09 Million	-83,578 Reduced 95.07%	4,335 $410,000
Q4 2023 Jan 11, 2024	SELL	$88.95 - $97.0 $705,373 - $769,210	-7,930 Reduced 8.27%	87,913 $8.47 Million
Q3 2023 Oct 25, 2023	BUY	$91.32 - $97.13 $473,037 - $503,133	5,180 Added 5.71%	95,843 $8.78 Million
Q2 2023 Aug 08, 2023	SELL	$96.39 - $100.48 $179,285 - $186,892	-1,860 Reduced 2.01%	90,663 $8.76 Million
Q1 2023 Apr 26, 2023	SELL	$94.41 - $100.02 $4.25 Million - $4.5 Million	-45,015 Reduced 32.73%	92,523 $9.17 Million
Q4 2022 Feb 02, 2023	SELL	$92.93 - $99.14 $657,758 - $701,712	-7,078 Reduced 4.89%	137,538 $13.2 Million
Q3 2022 Oct 13, 2022	BUY	$94.56 - $105.6 $13.7 Million - $15.3 Million	144,616 New	144,616 $13.9 Million

Others Institutions Holding IEF

# of Institutions

1,054

Shares Held

280M

Call Options Held

13.2M

Put Options Held

13.9M

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

41.7M
Shares

$3.85 Billion
1.68% of portfolio
Jpmorgan Chase & CO New York, NY

27.8M
Shares

$2.56 Billion
0.22% of portfolio
Morgan Stanley New York, NY

14.1M
Shares

$1.3 Billion
0.1% of portfolio
Ameriprise Financial Inc Minneapolis, MN

13.2M
Shares

$1.22 Billion
0.34% of portfolio
Envestnet Asset Management Inc

12.8M
Shares

$1.18 Billion
0.41% of portfolio

About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

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.