A detailed history of Forvis Wealth Advisors, LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 2,215 shares of IUSG stock, worth $307,375. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,215
Previous 1,759 25.92%
Holding current value
$307,375
Previous $224,000 30.36%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024

BUY
$116.79 - $133.54 $53,256 - $60,894
456 Added 25.92%
2,215 $292,000
Q1 2024

Apr 19, 2024

SELL
$100.95 - $117.92 $18,473 - $21,579
-183 Reduced 9.42%
1,759 $206,000
Q4 2023

Jan 11, 2024

BUY
$91.06 - $104.51 $176,838 - $202,958
1,942 New
1,942 $202,000

Others Institutions Holding IUSG

About ISHARES CORE S&P U.S GROWTH ET


  • Ticker IUSG
  • Sector ETFs
  • Industry ETFs
More about IUSG
Track This Portfolio

Track Forvis Wealth Advisors, LLC Portfolio

Follow Forvis Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

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.