Forvis Wealth Advisors, LLC Innovator Etfs Tr Transaction History

Forvis Wealth Advisors, LLC

$4.26 Billion
Q3 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 41,730 shares of IJUL stock, worth $1.16 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

41,730

Previous 74,051 43.65%

Holding current value

$1.16 Million

Previous $2.08 Million 41.07%

% of portfolio

0.03%

Previous 0.05%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

4.75M

Call Options Held

Put Options Held

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About INNOVATOR ETFS TR

Ticker IJUL
Sector ETFs
Industry ETFs

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Forvis Wealth Advisors, LLC Innovator Etfs Tr Transaction History