Forvis Wealth Advisors, LLC Innovator Etfs Tr Transaction History

Forvis Wealth Advisors, LLC

$4.21 Billion
Q4 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 24,937 shares of IJUL stock, worth $727,162. This represents 0.02% of its overall portfolio holdings.

Number of Shares

24,937

Previous 41,730 40.24%

Holding current value

$727,162

Previous $1.23 Million 43.77%

% of portfolio

0.02%

Previous 0.03%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	SELL	$27.59 - $29.25 $463,318 - $491,195	-16,793 Reduced 40.24%	24,937 $690,000
Q3 2024 Nov 14, 2024	SELL	$27.47 - $29.55 $887,857 - $955,085	-32,321 Reduced 43.65%	41,730 $1.23 Million
Q2 2024 Aug 09, 2024	SELL	$27.14 - $28.98 $652,282 - $696,505	-24,034 Reduced 24.5%	74,051 $2.08 Million
Q1 2024 Apr 19, 2024	SELL	$26.49 - $28.24 $319,946 - $341,082	-12,078 Reduced 10.96%	98,085 $2.77 Million
Q4 2023 Jan 11, 2024	SELL	$24.82 - $27.18 $271,059 - $296,832	-10,921 Reduced 9.02%	110,163 $2.99 Million
Q3 2023 Oct 25, 2023	BUY	$25.36 - $26.65 $1,394 - $1,465	55 Added 0.05%	121,084 $3.08 Million
Q2 2023 Aug 08, 2023	BUY	$25.15 - $26.54 $134,502 - $141,935	5,348 Added 4.62%	121,029 $3.18 Million
Q1 2023 Apr 26, 2023	SELL	$23.9 - $25.38 $46,485 - $49,364	-1,945 Reduced 1.65%	115,681 $2.94 Million
Q4 2022 Feb 02, 2023	SELL	$21.23 - $24.3 $27,238 - $31,176	-1,283 Reduced 1.08%	117,626 $2.8 Million
Q3 2022 Oct 13, 2022	BUY	$21.17 - $23.77 $154,858 - $173,877	7,315 Added 6.56%	118,909 $2.53 Million
Q2 2022 Jul 22, 2022	BUY	$22.47 - $23.99 $2.51 Million - $2.68 Million	111,594 New	111,594 $2.54 Million

Others Institutions Holding IJUL

# of Institutions

Shares Held

4.79M

Call Options Held

Put Options Held

View Full List

About INNOVATOR ETFS TR

Ticker IJUL
Sector ETFs
Industry ETFs

More about IJUL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Forvis Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forvis Wealth Advisors, LLC with notifications on news.

Account

Forvis Wealth Advisors, LLC Innovator Etfs Tr Transaction History