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

Forvis Wealth Advisors, LLC

$4.26 Billion
Q3 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 10,266 shares of IWB stock, worth $3.38 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

10,266

Previous 11,954 14.12%

Holding current value

$3.38 Million

Previous $3.56 Million 9.25%

% of portfolio

0.08%

Previous 0.09%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$283.28 - $314.39 $478,176 - $530,690	-1,688 Reduced 14.12%	10,266 $3.23 Million
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

1,373

Shares Held

93.2M

Call Options Held

221K

Put Options Held

52.5K

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
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Industry ETFs

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