Forvis Wealth Advisors, LLC Ishares Tr Transaction History

Forvis Wealth Advisors, LLC

$4.26 Billion
Q3 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 229,553 shares of IEFA stock, worth $16.3 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

229,553

Previous 232,053 1.08%

Holding current value

$16.3 Million

Previous $16.9 Million 6.29%

% of portfolio

0.42%

Previous 0.43%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$70.09 - $78.74 $175,225 - $196,850	-2,500 Reduced 1.08%	229,553 $17.9 Million
Q2 2024 Aug 09, 2024	SELL	$70.77 - $76.19 $417,613 - $449,597	-5,901 Reduced 2.48%	232,053 $16.9 Million
Q1 2024 Apr 19, 2024	SELL	$68.14 - $74.43 $1.16 Million - $1.26 Million	-16,967 Reduced 6.66%	237,954 $17.7 Million
Q4 2023 Jan 11, 2024	SELL	$61.3 - $70.47 $1.74 Million - $2 Million	-28,378 Reduced 10.02%	254,921 $17.9 Million
Q3 2023 Oct 25, 2023	SELL	$64.04 - $69.58 $465,762 - $506,055	-7,273 Reduced 2.5%	283,299 $18.2 Million
Q2 2023 Aug 08, 2023	SELL	$66.03 - $69.1 $77,255 - $80,847	-1,170 Reduced 0.4%	290,572 $19.6 Million
Q1 2023 Apr 26, 2023	BUY	$62.17 - $67.7 $17,407 - $18,956	280 Added 0.1%	291,742 $19.5 Million
Q4 2022 Feb 02, 2023	BUY	$52.35 - $63.65 $2.13 Million - $2.59 Million	40,631 Added 16.2%	291,462 $18 Million
Q3 2022 Oct 13, 2022	SELL	$52.32 - $63.1 $426,617 - $514,517	-8,154 Reduced 3.15%	250,831 $13.2 Million
Q2 2022 Jul 22, 2022	SELL	$57.91 - $70.46 $397,436 - $483,566	-6,863 Reduced 2.58%	258,985 $15.2 Million
Q1 2022 May 10, 2022	BUY	$63.26 - $75.48 $780,501 - $931,272	12,338 Added 4.87%	265,848 $18.5 Million
Q4 2021 Jan 14, 2022	SELL	$72.36 - $77.76 $56,802 - $61,041	-785 Reduced 0.31%	253,510 $18.9 Million
Q3 2021 Oct 14, 2021	BUY	$72.98 - $78.2 $170,846 - $183,066	2,341 Added 0.93%	254,295 $18.9 Million
Q2 2021 Jul 14, 2021	SELL	$73.11 - $77.88 $553,296 - $589,395	-7,568 Reduced 2.92%	251,954 $18.9 Million
Q1 2021 Apr 23, 2021	SELL	$68.58 - $73.12 $361,622 - $385,561	-5,273 Reduced 1.99%	259,522 $18.7 Million
Q4 2020 Jan 22, 2021	SELL	$58.13 - $69.71 $4.23 Million - $5.07 Million	-72,729 Reduced 21.55%	264,795 $18.3 Million
Q3 2020 Nov 05, 2020	SELL	$57.43 - $62.28 $1.4 Million - $1.52 Million	-24,382 Reduced 6.74%	337,524 $20.3 Million
Q2 2020 Jul 15, 2020	BUY	$47.43 - $60.75 $3.85 Million - $4.94 Million	81,252 Added 28.95%	361,906 $20.7 Million
Q1 2020 Apr 10, 2020	BUY	$43.31 - $66.12 $8.89 Million - $13.6 Million	205,201 Added 271.96%	280,654 $14 Million
Q4 2019 Jan 13, 2020	BUY	$59.36 - $65.51 $308,078 - $339,996	5,190 Added 7.39%	75,453 $4.92 Million
Q3 2019 Oct 29, 2019	BUY	$57.44 - $62.42 $452,684 - $491,932	7,881 Added 12.63%	70,263 $4.29 Million
Q2 2019 Jul 10, 2019	SELL	$59.39 - $62.73 $906,528 - $957,510	-15,264 Reduced 19.66%	62,382 $3.83 Million
Q1 2019 Apr 10, 2019	SELL	$54.44 - $61.46 $3.2 Million - $3.61 Million	-58,746 Reduced 43.07%	77,646 $4.72 Million
Q4 2018 Jan 15, 2019	BUY	$53.06 - $64.19 $5.04 Million - $6.1 Million	95,037 Added 229.81%	136,392 $7.5 Million
Q3 2018 Oct 09, 2018	SELL	$61.82 - $65.16 $54,710 - $57,666	-885 Reduced 2.1%	41,355 $2.65 Million
Q2 2018 Jul 13, 2018	BUY	$62.74 - $67.79 $435,039 - $470,055	6,934 Added 19.64%	42,240 $2.68 Million
Q1 2018 Apr 20, 2018	SELL	$64.18 - $70.84 $687,752 - $759,121	-10,716 Reduced 23.28%	35,306 $2.39 Million
Q4 2017 Jan 18, 2018	BUY	$64.09 - $66.44 $65,756 - $68,167	1,026 Added 2.28%	46,022 $3.04 Million
Q3 2017 Oct 13, 2017	BUY	$62.19 - $64.17 $2.8 Million - $2.89 Million	44,996	44,996 $2.89 Million

Others Institutions Holding IEFA

# of Institutions

2,004

Shares Held

1.43B

Call Options Held

164K

Put Options Held

52.1K

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About ISHARES TR

Ticker IEFA
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Forvis Wealth Advisors, LLC Ishares Tr Transaction History