Forvis Wealth Advisors, LLC Ishares S&P Smallcap 600 Value Transaction History

Forvis Wealth Advisors, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 22, 2022	SELL	$86.2 - $103.37 $212,138 - $254,393	-2,461 Closed	0 $0
Q1 2022 May 10, 2022	BUY	$97.08 - $107.22 $291 - $321	3 Added 0.12%	2,461 $252,000
Q4 2021 Jan 14, 2022	BUY	$99.12 - $110.76 $792 - $886	8 Added 0.33%	2,458 $257,000
Q3 2021 Oct 14, 2021	SELL	$96.17 - $106.29 $29,524 - $32,631	-307 Reduced 11.14%	2,450 $247,000
Q2 2021 Jul 14, 2021	BUY	$99.12 - $110.44 $273,273 - $304,483	2,757 New	2,757 $291,000

849

40.9M

20K

11.6K

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