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

Forvis Wealth Advisors, LLC

  • $4 Billion
  • Q1 2025

A detailed history of Forvis Wealth Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 6,053 shares of IWD stock, worth $1.14 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,053
Previous 6,736 10.14%
Holding current value
$1.14 Million
Previous $1.25 Million 8.74%
% of portfolio
0.03%
Previous 0.03%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
$182.82 - $196.21 $124,866 - $134,011
-683 Reduced 10.14%
6,053 $1.14 Million
Q4 2024

Feb 03, 2025
BUY
$183.23 - $199.79 $97,844 - $106,687
534 Added 8.61%
6,736 $1.25 Million
Q3 2024

Nov 14, 2024
SELL
$173.36 - $189.8 $227,101 - $248,638
-1,310 Reduced 17.44%
6,202 $1.18 Million
Q2 2024

Aug 09, 2024
SELL
$169.4 - $179.05 $116,886 - $123,544
-690 Reduced 8.41%
7,512 $1.31 Million
Q1 2024

Apr 19, 2024
SELL
$161.84 - $179.11 $176,243 - $195,050
-1,089 Reduced 11.72%
8,202 $1.47 Million
Q4 2023

Jan 11, 2024
SELL
$143.69 - $165.7 $176,020 - $202,982
-1,225 Reduced 11.65%
9,291 $1.54 Million
Q3 2023

Oct 25, 2023
BUY
$151.73 - $163.56 $83,906 - $90,448
553 Added 5.55%
10,516 $1.6 Million
Q2 2023

Aug 08, 2023
SELL
$148.55 - $157.83 $218,219 - $231,852
-1,469 Reduced 12.85%
9,963 $1.57 Million
Q1 2023

Apr 26, 2023
SELL
$145.2 - $161.56 $14.3 Million - $15.9 Million
-98,566 Reduced 89.61%
11,432 $1.74 Million
Q4 2022

Feb 02, 2023
BUY
$136.78 - $158.99 $173,573 - $201,758
1,269 Added 1.17%
109,998 $16.7 Million
Q3 2022

Oct 13, 2022
BUY
$135.99 - $161.15 $108,112 - $128,114
795 Added 0.74%
108,729 $14.8 Million
Q2 2022

Jul 22, 2022
BUY
$140.99 - $168.41 $3.84 Million - $4.59 Million
27,244 Added 33.76%
107,934 $15.6 Million
Q1 2022

May 10, 2022
BUY
$157.15 - $170.51 $1.94 Million - $2.11 Million
12,375 Added 18.11%
80,690 $13.4 Million
Q4 2021

Jan 14, 2022
BUY
$157.12 - $168.08 $513,153 - $548,949
3,266 Added 5.02%
68,315 $11.5 Million
Q3 2021

Oct 14, 2021
BUY
$154.62 - $164.07 $1.34 Million - $1.42 Million
8,680 Added 15.4%
65,049 $10.2 Million
Q2 2021

Jul 14, 2021
BUY
$152.86 - $162.4 $6.67 Million - $7.09 Million
43,649 Added 343.15%
56,369 $8.94 Million
Q4 2020

Jan 22, 2021
SELL
$115.84 - $136.73 $6,834 - $8,067
-59 Reduced 0.46%
12,720 $1.74 Million
Q3 2020

Nov 05, 2020
SELL
$111.27 - $124.26 $8,011 - $8,946
-72 Reduced 0.56%
12,779 $1.51 Million
Q2 2020

Jul 15, 2020
SELL
$94.52 - $125.14 $5,198 - $6,882
-55 Reduced 0.43%
12,851 $1.45 Million
Q1 2020

Apr 10, 2020
SELL
$85.17 - $138.52 $65,836 - $107,075
-773 Reduced 5.65%
12,906 $1.28 Million
Q3 2019

Oct 29, 2019
BUY
$127.92 - $130.25 $249,827 - $254,378
1,953 Added 16.66%
13,679 $1.75 Million
Q2 2019

Jul 10, 2019
SELL
N/A
-1,391 Reduced 10.6%
11,726 $1.49 Million
Q1 2019

Apr 10, 2019
BUY
N/A
2,745 Added 26.47%
13,117 $1.62 Million
Q4 2018

Jan 15, 2019
BUY
N/A
455 Added 4.59%
10,372 $1.15 Million
Q2 2018

Jul 13, 2018
BUY
N/A
932 Added 10.37%
9,917 $1.2 Million
Q1 2018

May 25, 2018
BUY
N/A
102 Added 1.15%
8,985 $1.08 Million
Q1 2018

Apr 20, 2018
BUY
N/A
4,638 Added 109.26%
8,883 $1.09 Million
Q3 2017

Oct 13, 2017
BUY
N/A
4,245
4,245 $503,000

Others Institutions Holding IWD

# of Institutions
1,907
Shares Held
279M
Call Options Held
617K
Put Options Held
5.88M
View Full List

About ISHARES RUSSELL 1000 VAL ETF

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