Forvis Wealth Advisors, LLC Ishares S&P Small Cap 600 Grow Transaction History

Forvis Wealth Advisors, LLC

$3.96 Billion
Q2 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Ishares S&P Small Cap 600 Grow stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 3,420 shares of IJT stock, worth $462,007. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,420

Previous 4,020 14.93%

Holding current value

$462,007

Previous $525,000 16.38%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	SELL	$121.57 - $132.2 $72,942 - $79,320	-600 Reduced 14.93%	3,420 $439,000
Q1 2024 Apr 19, 2024	BUY	$119.97 - $130.73 $45,588 - $49,677	380 Added 10.44%	4,020 $525,000
Q2 2023 Aug 08, 2023	BUY	$104.35 - $114.93 $104 - $114	1 Added 0.03%	3,640 $418,000
Q1 2023 Apr 26, 2023	SELL	$105.46 - $120.16 $157,135 - $179,038	-1,490 Reduced 29.05%	3,639 $400,000
Q4 2022 Feb 02, 2023	BUY	$102.93 - $117.14 $22,541 - $25,653	219 Added 4.46%	5,129 $554,000
Q4 2020 Jan 22, 2021	BUY	$89.39 - $115.31 $216,323 - $279,050	2,420 Added 97.19%	4,910 $561,000
Q2 2020 Jul 15, 2020	BUY	$62.95 - $90.62 $2,203 - $3,171	35 Added 1.43%	2,490 $423,000
Q4 2017 Jan 18, 2018	BUY	$81.18 - $86.18 $22,730 - $24,130	280 Added 12.87%	2,455 $418,000
Q3 2017 Oct 13, 2017	BUY	$79.86 - $82.25 $173,695 - $178,893	2,175	2,175 $358,000

Others Institutions Holding IJT

# of Institutions

751

Shares Held

26.2M

Call Options Held

12.1K

Put Options Held

6.4K

View Full List

About ISHARES S&P SMALL CAP 600 GROW

Ticker IJT
Sector ETFs
Industry ETFs

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Forvis Wealth Advisors, LLC Ishares S&P Small Cap 600 Grow Transaction History