Forvis Wealth Advisors, LLC Ishares S&P Midcap 400 Growth Transaction History

Forvis Wealth Advisors, LLC

  • $4.26 Billion
  • Q3 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 2,980 shares of IJK stock, worth $271,358. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,980
Previous 3,333 10.59%
Holding current value
$271,358
Previous $293,000 6.83%
% of portfolio
0.01%
Previous 0.01%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$84.81 - $93.54 $29,937 - $33,019
-353 Reduced 10.59%
2,980 $273,000
Q2 2024

Aug 09, 2024
BUY
$84.85 - $91.12 $16,970 - $18,224
200 Added 6.38%
3,333 $293,000
Q1 2024

Apr 19, 2024
SELL
$76.81 - $91.25 $7,757 - $9,216
-101 Reduced 3.12%
3,133 $285,000
Q3 2023

Oct 25, 2023
SELL
$71.48 - $77.94 $8,363 - $9,118
-117 Reduced 3.49%
3,234 $233,000
Q1 2023

Apr 26, 2023
SELL
$67.77 - $74.78 $52,860 - $58,328
-780 Reduced 18.88%
3,351 $239,000
Q2 2022

Jul 22, 2022
SELL
$61.85 - $78.06 $18,060 - $22,793
-292 Reduced 6.6%
4,131 $263,000
Q1 2022

May 10, 2022
SELL
$72.34 - $85.19 $44,850 - $52,817
-620 Reduced 12.29%
4,423 $342,000
Q4 2021

Jan 14, 2022
SELL
$79.13 - $87.9 $47,082 - $52,300
-595 Reduced 10.55%
5,043 $430,000
Q1 2021

Apr 23, 2021
SELL
$71.22 - $80.18 $37,746 - $42,495
-530 Reduced 8.59%
5,638 $442,000
Q4 2020

Jan 22, 2021
BUY
$60.53 - $72.82 $280,011 - $336,865
4,626 Added 300.0%
6,168 $445,000
Q3 2020

Nov 05, 2020
BUY
$55.44 - $62.69 $5,377 - $6,080
97 Added 6.71%
1,542 $369,000
Q2 2020

Jul 15, 2020
SELL
$41.56 - $59.34 $2,285 - $3,263
-55 Reduced 3.67%
1,445 $324,000
Q1 2020

Apr 10, 2020
SELL
$37.62 - $61.93 $2,821 - $4,644
-75 Reduced 4.76%
1,500 $268,000
Q4 2019

Jan 13, 2020
SELL
$54.21 - $59.65 $758 - $835
-14 Reduced 0.88%
1,575 $375,000
Q2 2019

Jul 10, 2019
BUY
N/A
395 Added 33.08%
1,589 $360,000
Q1 2019

Apr 10, 2019
SELL
N/A
-30 Reduced 2.45%
1,194 $262,000
Q4 2018

Jan 15, 2019
BUY
N/A
1 Added 0.08%
1,224 $234,000
Q2 2018

Jul 13, 2018
SELL
N/A
-92 Reduced 7.0%
1,223 $275,000
Q1 2018

May 25, 2018
BUY
N/A
57 Added 4.53%
1,315 $287,000
Q1 2018

Apr 20, 2018
SELL
N/A
-57 Reduced 4.33%
1,258 $280,000
Q4 2017

Jan 18, 2018
BUY
N/A
1,315
1,315 $284,000

Others Institutions Holding IJK

# of Institutions
936
Shares Held
73.6M
Call Options Held
5.1K
Put Options Held
0
View Full List

About ISHARES S&P MIDCAP 400 GROWTH

IJK Quotes by TradingView
  • Ticker IJK
  • Sector ETFs
  • Industry ETFs
More about IJK
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