Forvis Wealth Advisors, LLC Ishares Russell Mid Cap Growth Transaction History

Forvis Wealth Advisors, LLC

  • $4.41 Billion
  • Q2 2025

A detailed history of Forvis Wealth Advisors, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 121,192 shares of IWP stock, worth $17.4 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
121,192
Previous 122,652 1.19%
Holding current value
$17.4 Million
Previous $14.4 Million 16.63%
% of portfolio
0.38%
Previous 0.36%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
SELL
$104.34 - $138.68 $152,336 - $202,472
-1,460 Reduced 1.19%
121,192 $16.8 Million
Q1 2025

May 13, 2025
SELL
$114.9 - $139.6 $137,880 - $167,520
-1,200 Reduced 0.97%
122,652 $14.4 Million
Q4 2024

Feb 03, 2025
SELL
$116.4 - $138.52 $1.96 Million - $2.33 Million
-16,822 Reduced 11.96%
123,852 $15.7 Million
Q3 2024

Nov 14, 2024
SELL
$103.87 - $117.59 $1.67 Million - $1.89 Million
-16,098 Reduced 10.27%
140,674 $16.5 Million
Q2 2024

Aug 09, 2024
SELL
$105.7 - $113.43 $2.99 Million - $3.2 Million
-28,251 Reduced 15.27%
156,772 $17.3 Million
Q1 2024

Apr 19, 2024
SELL
$100.66 - $114.14 $1.79 Million - $2.03 Million
-17,812 Reduced 8.78%
185,023 $21.1 Million
Q4 2023

Jan 11, 2024
SELL
$85.66 - $105.12 $1.1 Million - $1.35 Million
-12,828 Reduced 5.95%
202,835 $21.2 Million
Q3 2023

Oct 25, 2023
SELL
$89.97 - $100.32 $1.23 Million - $1.37 Million
-13,651 Reduced 5.95%
215,663 $19.7 Million
Q2 2023

Aug 08, 2023
SELL
$87.72 - $96.63 $1.17 Million - $1.29 Million
-13,370 Reduced 5.51%
229,314 $22.2 Million
Q1 2023

Apr 26, 2023
SELL
$82.89 - $94.68 $582,550 - $665,411
-7,028 Reduced 2.81%
242,684 $22.1 Million
Q4 2022

Feb 02, 2023
SELL
$77.4 - $89.88 $148,530 - $172,479
-1,919 Reduced 0.76%
249,712 $20.9 Million
Q3 2022

Oct 13, 2022
SELL
$78.02 - $94.38 $286,177 - $346,185
-3,668 Reduced 1.44%
251,631 $19.7 Million
Q2 2022

Jul 22, 2022
SELL
$75.41 - $102.47 $798,290 - $1.08 Million
-10,586 Reduced 3.98%
255,299 $20.2 Million
Q1 2022

May 10, 2022
SELL
$89.52 - $114.03 $827,433 - $1.05 Million
-9,243 Reduced 3.36%
265,885 $26.7 Million
Q4 2021

Jan 14, 2022
SELL
$109.8 - $123.28 $55,009 - $61,763
-501 Reduced 0.18%
275,128 $31.7 Million
Q3 2021

Oct 14, 2021
BUY
$109.39 - $119.47 $29,097 - $31,779
266 Added 0.1%
275,629 $30.9 Million
Q2 2021

Jul 14, 2021
SELL
$99.98 - $113.73 $829,234 - $943,276
-8,294 Reduced 2.92%
275,363 $31.2 Million
Q1 2021

Apr 23, 2021
BUY
$96.94 - $112.05 $644,360 - $744,796
6,647 Added 2.4%
283,657 $29 Million
Q4 2020

Jan 22, 2021
BUY
$86.54 - $104.78 $12.3 Million - $14.9 Million
142,536 Added 106.0%
277,010 $28.4 Million
Q3 2020

Nov 05, 2020
BUY
$79.56 - $90.13 $1.79 Million - $2.03 Million
22,510 Added 20.1%
134,474 $23.2 Million
Q2 2020

Jul 15, 2020
BUY
$57.59 - $81.27 $109,996 - $155,225
1,910 Added 1.74%
111,964 $17.7 Million
Q1 2020

Apr 10, 2020
BUY
$52.32 - $81.58 $374,611 - $584,112
7,160 Added 6.96%
110,054 $13.4 Million
Q4 2019

Jan 13, 2020
BUY
$68.8 - $76.63 $87,926 - $97,933
1,278 Added 1.26%
102,894 $15.7 Million
Q3 2019

Oct 29, 2019
SELL
$70.16 - $72.24 $322,244 - $331,798
-4,593 Reduced 4.32%
101,616 $14.4 Million
Q2 2019

Jul 10, 2019
SELL
N/A
-1,565 Reduced 1.45%
106,209 $15.1 Million
Q1 2019

Apr 10, 2019
BUY
N/A
10,886 Added 11.24%
107,774 $14.6 Million
Q4 2018

Jan 15, 2019
SELL
N/A
-69,802 Reduced 41.88%
96,888 $11 Million
Q3 2018

Oct 09, 2018
SELL
N/A
-12,014 Reduced 6.72%
166,690 $22.6 Million
Q2 2018

Jul 13, 2018
BUY
N/A
1,466 Added 0.83%
178,704 $22.6 Million
Q1 2018

May 25, 2018
SELL
N/A
-210 Reduced 0.12%
177,238 $21.8 Million
Q1 2018

Apr 20, 2018
BUY
N/A
99,483 Added 127.6%
177,448 $22.3 Million
Q4 2017

Jan 18, 2018
BUY
N/A
8,243 Added 11.82%
77,965 $9.41 Million
Q3 2017

Oct 13, 2017
BUY
N/A
69,722
69,722 $7.89 Million

Others Institutions Holding IWP

# of Institutions
1,310
Shares Held
117M
Call Options Held
196K
Put Options Held
340K
View Full List

About ISHARES RUSSELL MID-CAP GROWTH

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