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

Forvis Wealth Advisors, LLC

$4.26 Billion
Q3 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 15,134 shares of IWF stock, worth $5.94 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

15,134

Previous 19,003 20.36%

Holding current value

$5.94 Million

Previous $6.93 Million 17.98%

% of portfolio

0.13%

Previous 0.17%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$332.02 - $382.76 $1.28 Million - $1.48 Million	-3,869 Reduced 20.36%	15,134 $5.68 Million
Q2 2024 Aug 09, 2024	SELL	$316.15 - $367.33 $35,724 - $41,508	-113 Reduced 0.59%	19,003 $6.93 Million
Q1 2024 Apr 19, 2024	BUY	$294.43 - $339.01 $400,424 - $461,053	1,360 Added 7.66%	19,116 $6.44 Million
Q4 2023 Jan 11, 2024	SELL	$256.94 - $304.21 $119,734 - $141,761	-466 Reduced 2.56%	17,756 $5.38 Million
Q3 2023 Oct 25, 2023	SELL	$263.8 - $285.38 $87,054 - $94,175	-330 Reduced 1.78%	18,222 $4.85 Million
Q2 2023 Aug 08, 2023	SELL	$239.31 - $275.18 $471,440 - $542,104	-1,970 Reduced 9.6%	18,552 $5.11 Million
Q1 2023 Apr 26, 2023	SELL	$209.92 - $244.33 $879,354 - $1.02 Million	-4,189 Reduced 16.95%	20,522 $5.01 Million
Q4 2022 Feb 02, 2023	BUY	$207.03 - $232.89 $87,366 - $98,279	422 Added 1.74%	24,711 $5.29 Million
Q3 2022 Oct 13, 2022	SELL	$210.4 - $257.47 $2,945 - $3,604	-14 Reduced 0.06%	24,289 $5.11 Million
Q2 2022 Jul 22, 2022	BUY	$209.9 - $283.21 $163,512 - $220,620	779 Added 3.31%	24,303 $5.32 Million
Q1 2022 May 10, 2022	SELL	$246.62 - $307.78 $270,542 - $337,634	-1,097 Reduced 4.46%	23,524 $6.53 Million
Q4 2021 Jan 14, 2022	SELL	$270.99 - $309.52 $175,872 - $200,878	-649 Reduced 2.57%	24,621 $7.52 Million
Q3 2021 Oct 14, 2021	SELL	$272.07 - $292.68 $18,228 - $19,609	-67 Reduced 0.26%	25,270 $6.93 Million
Q2 2021 Jul 14, 2021	SELL	$244.58 - $272.16 $229,171 - $255,013	-937 Reduced 3.57%	25,337 $6.88 Million
Q1 2021 Apr 23, 2021	SELL	$230.04 - $254.69 $148,375 - $164,275	-645 Reduced 2.4%	26,274 $6.39 Million
Q4 2020 Jan 22, 2021	SELL	$209.58 - $241.25 $145,867 - $167,910	-696 Reduced 2.52%	26,919 $6.49 Million
Q3 2020 Nov 05, 2020	BUY	$194.64 - $233.83 $1.58 Million - $1.9 Million	8,138 Added 41.78%	27,615 $5.99 Million
Q2 2020 Jul 15, 2020	SELL	$144.16 - $193.61 $80,441 - $108,034	-558 Reduced 2.79%	19,477 $3.74 Million
Q1 2020 Apr 10, 2020	BUY	$131.63 - $192.29 $89,640 - $130,949	681 Added 3.52%	20,035 $3.02 Million
Q4 2019 Jan 13, 2020	SELL	$155.29 - $176.84 $24,380 - $27,763	-157 Reduced 0.8%	19,354 $3.41 Million
Q3 2019 Oct 29, 2019	BUY	$158.47 - $162.55 $210,923 - $216,354	1,331 Added 7.32%	19,511 $3.12 Million
Q2 2019 Jul 10, 2019	SELL	N/A	-305 Reduced 1.65%	18,180 $2.86 Million
Q1 2019 Apr 10, 2019	SELL	N/A	-73 Reduced 0.39%	18,485 $2.8 Million
Q4 2018 Jan 15, 2019	BUY	N/A	84 Added 0.45%	18,558 $2.43 Million
Q3 2018 Oct 09, 2018	SELL	N/A	-500 Reduced 2.64%	18,474 $2.88 Million
Q2 2018 Jul 13, 2018	BUY	N/A	1,075 Added 6.01%	18,974 $2.73 Million
Q1 2018 Apr 20, 2018	BUY	N/A	7,642 Added 74.51%	17,899 $2.51 Million
Q4 2017 Jan 18, 2018	SELL	N/A	-188 Reduced 1.8%	10,257 $1.38 Million
Q3 2017 Oct 13, 2017	BUY	N/A	10,445	10,445 $1.31 Million

Others Institutions Holding IWF

# of Institutions

2,217

Shares Held

204M

Call Options Held

346K

Put Options Held

136K

View Full List

About ISHARES RUSSELL 1000 GR ETF

Ticker IWF
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Forvis Wealth Advisors, LLC Ishares Russell 1000 Gr ETF Transaction History