Forvis Wealth Advisors, LLC Ishares Tr Russell 1000 ETF Transaction History

Forvis Wealth Advisors, LLC

  • $3.96 Billion
  • Q2 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 11,954 shares of IWB stock, worth $3.75 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
11,954
Previous 12,201 2.02%
Holding current value
$3.75 Million
Previous $3.51 Million 1.2%
% of portfolio
0.09%
Previous 0.09%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
SELL
$272.21 - $298.72 $67,235 - $73,783
-247 Reduced 2.02%
11,954 $3.56 Million
Q1 2024

Apr 19, 2024
SELL
$257.46 - $288.1 $113,539 - $127,052
-441 Reduced 3.49%
12,201 $3.51 Million
Q4 2023

Jan 11, 2024
SELL
$225.16 - $263.17 $83,534 - $97,636
-371 Reduced 2.85%
12,642 $3.32 Million
Q3 2023

Oct 25, 2023
SELL
$234.05 - $252.17 $315,499 - $339,925
-1,348 Reduced 9.39%
13,013 $3.06 Million
Q2 2023

Aug 08, 2023
SELL
$221.85 - $243.74 $1,552 - $1,706
-7 Reduced 0.05%
14,361 $3.5 Million
Q1 2023

Apr 26, 2023
SELL
$208.78 - $230.55 $48,436 - $53,487
-232 Reduced 1.59%
14,368 $3.24 Million
Q4 2022

Feb 02, 2023
SELL
$196.94 - $224.49 $80,154 - $91,367
-407 Reduced 2.71%
14,600 $3.07 Million
Q3 2022

Oct 13, 2022
BUY
$197.33 - $237.63 $9,866 - $11,881
50 Added 0.33%
15,007 $2.96 Million
Q2 2022

Jul 22, 2022
SELL
$201.03 - $253.2 $69,355 - $87,354
-345 Reduced 2.25%
14,957 $3.11 Million
Q1 2022

May 10, 2022
SELL
$230.48 - $266.11 $21,434 - $24,748
-93 Reduced 0.6%
15,302 $3.83 Million
Q4 2021

Jan 14, 2022
SELL
$241.33 - $266.02 $95,808 - $105,609
-397 Reduced 2.51%
15,395 $4.07 Million
Q3 2021

Oct 14, 2021
BUY
$239.32 - $255.42 $64,137 - $68,452
268 Added 1.73%
15,792 $3.82 Million
Q1 2021

Apr 23, 2021
BUY
$208.89 - $225.24 $3,551 - $3,829
17 Added 0.11%
15,524 $3.48 Million
Q4 2020

Jan 22, 2021
SELL
$182.85 - $211.84 $430,794 - $499,095
-2,356 Reduced 13.19%
15,507 $3.29 Million
Q3 2020

Nov 05, 2020
BUY
$172.79 - $199.44 $149,981 - $173,113
868 Added 5.11%
17,863 $3.34 Million
Q2 2020

Jul 15, 2020
BUY
$135.3 - $179.75 $700,854 - $931,105
5,180 Added 43.84%
16,995 $2.92 Million
Q1 2020

Apr 10, 2020
BUY
$122.99 - $188.06 $37,511 - $57,358
305 Added 2.65%
11,815 $1.67 Million
Q4 2019

Jan 13, 2020
BUY
$159.7 - $178.97 $199,944 - $224,070
1,252 Added 12.21%
11,510 $2.05 Million
Q2 2019

Jul 10, 2019
SELL
N/A
-2,322 Reduced 18.46%
10,258 $1.67 Million
Q4 2018

Jan 15, 2019
SELL
N/A
-140 Reduced 1.1%
12,580 $1.75 Million
Q2 2018

Jul 13, 2018
BUY
N/A
45 Added 0.36%
12,720 $1.93 Million
Q4 2017

Jan 18, 2018
BUY
N/A
1,305 Added 11.48%
12,675 $1.88 Million
Q3 2017

Oct 13, 2017
BUY
N/A
11,370
11,370 $1.59 Million

Others Institutions Holding IWB

# of Institutions
1,351
Shares Held
92.9M
Call Options Held
56.9K
Put Options Held
46K
View Full List

About ISHARES TR RUSSELL 1000 ETF

IWB Quotes by TradingView
  • Ticker IWB
  • Sector ETFs
  • Industry ETFs
More about IWB
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