Forvis Wealth Advisors, LLC Ishares Core S&P Mid Cap ETF Transaction History
Forvis Wealth Advisors, LLC
- $3.96 Billion
- Q2 2024
A detailed history of Forvis Wealth Advisors, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 688,944 shares of IJH stock, worth $41.1 Million. This represents 1.02% of its overall portfolio holdings.
Number of Shares
688,944
Previous 727,718
5.33%
Holding current value
$41.1 Million
Previous $44.2 Million
8.79%
% of portfolio
1.02%
Previous 1.13%
Shares
29 transactions
Others Institutions Holding IJH
# of Institutions
2,358Shares Held
1.02BCall Options Held
716KPut Options Held
43.2K-
Northwestern Mutual Wealth Management CO100MShares$6 Billion5.81% of portfolio
-
Bank Of America Corp Charlotte, NC64.1MShares$3.83 Billion0.34% of portfolio
-
Wells Fargo & Company San Francisco, CA48.7MShares$2.91 Billion0.7% of portfolio
-
Lpl Financial LLC Fort Mill, SC40.1MShares$2.39 Billion1.19% of portfolio
-
Jpmorgan Chase & CO New York, NY39.5MShares$2.36 Billion0.2% of portfolio