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

Forvis Wealth Advisors, LLC

$4.21 Billion
Q4 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 20,965 shares of IWR stock, worth $1.94 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

20,965

Previous 22,246 5.76%

Holding current value

$1.94 Million

Previous $1.96 Million 5.46%

% of portfolio

0.04%

Previous 0.05%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	SELL	$87.25 - $95.52 $111,767 - $122,361	-1,281 Reduced 5.76%	20,965 $1.85 Million
Q3 2024 Nov 14, 2024	SELL	$79.92 - $88.19 $128,751 - $142,074	-1,611 Reduced 6.75%	22,246 $1.96 Million
Q2 2024 Aug 09, 2024	SELL	$78.66 - $83.59 $64,501 - $68,543	-820 Reduced 3.32%	23,857 $1.93 Million
Q1 2024 Apr 19, 2024	SELL	$75.37 - $84.09 $297,259 - $331,650	-3,944 Reduced 13.78%	24,677 $2.08 Million
Q4 2023 Jan 11, 2024	SELL	$64.84 - $78.27 $217,732 - $262,830	-3,358 Reduced 10.5%	28,621 $2.22 Million
Q3 2023 Oct 25, 2023	SELL	$68.54 - $75.91 $68,471 - $75,834	-999 Reduced 3.03%	31,979 $2.21 Million
Q2 2023 Aug 08, 2023	SELL	$67.49 - $73.03 $11,135 - $12,049	-165 Reduced 0.5%	32,978 $2.41 Million
Q1 2023 Apr 26, 2023	SELL	$66.27 - $75.04 $124,057 - $140,474	-1,872 Reduced 5.35%	33,143 $2.32 Million
Q4 2022 Feb 02, 2023	BUY	$62.09 - $71.89 $27,692 - $32,062	446 Added 1.29%	35,015 $2.36 Million
Q3 2022 Oct 13, 2022	SELL	$62.15 - $74.82 $10,876 - $13,093	-175 Reduced 0.5%	34,569 $2.15 Million
Q2 2022 Jul 22, 2022	BUY	$62.75 - $78.76 $196,972 - $247,227	3,139 Added 9.93%	34,744 $2.25 Million
Q1 2022 May 10, 2022	SELL	$72.29 - $82.89 $28,626 - $32,824	-396 Reduced 1.24%	31,605 $2.47 Million
Q4 2021 Jan 14, 2022	BUY	$78.41 - $85.28 $548 - $596	7 Added 0.02%	32,001 $2.66 Million
Q3 2021 Oct 14, 2021	BUY	$76.44 - $82.59 $152,344 - $164,601	1,993 Added 6.64%	31,994 $2.5 Million
Q2 2021 Jul 14, 2021	BUY	$74.82 - $79.61 $448 - $477	6 Added 0.02%	30,001 $2.38 Million
Q1 2021 Apr 23, 2021	BUY	$67.45 - $75.68 $67,450 - $75,680	1,000 Added 3.45%	29,995 $2.22 Million
Q4 2020 Jan 22, 2021	SELL	$57.75 - $68.61 $102,217 - $121,439	-1,770 Reduced 5.75%	28,995 $1.99 Million
Q3 2020 Nov 05, 2020	SELL	$53.47 - $60.19 $228,316 - $257,011	-4,270 Reduced 12.19%	30,765 $1.77 Million
Q2 2020 Jul 15, 2020	BUY	$40.64 - $57.63 $4,754 - $6,742	117 Added 0.34%	35,035 $1.88 Million
Q1 2020 Apr 10, 2020	SELL	$36.81 - $61.96 $97,104 - $163,450	-2,638 Reduced 7.02%	34,918 $1.51 Million
Q4 2019 Jan 13, 2020	SELL	$54.12 - $59.69 $40,535 - $44,707	-749 Reduced 1.96%	37,556 $2.24 Million
Q3 2019 Oct 29, 2019	SELL	$53.6 - $57.42 $1.06 Million - $1.14 Million	-19,853 Reduced 34.14%	38,305 $2.14 Million
Q2 2019 Jul 10, 2019	SELL	$52.53 - $56.11 $1.48 Million - $1.58 Million	-28,190 Reduced 32.65%	58,158 $3.25 Million
Q1 2019 Apr 10, 2019	SELL	$45.53 - $54.18 $985,770 - $1.17 Million	-21,651 Reduced 20.05%	86,348 $4.66 Million
Q4 2018 Jan 15, 2019	BUY	$43.7 - $54.95 $2.9 Million - $3.65 Million	66,389 Added 159.55%	107,999 $5.02 Million
Q3 2018 Oct 09, 2018	BUY	$52.87 - $56.02 $18,504 - $19,607	350 Added 0.85%	41,610 $9.18 Million
Q2 2018 Jul 13, 2018	BUY	$50.43 - $54.42 $47,404 - $51,154	940 Added 2.33%	41,260 $8.75 Million
Q1 2018 May 25, 2018	SELL	$49.67 - $55.0 $2,483 - $2,750	-50 Reduced 0.12%	40,320 $8.32 Million
Q1 2018 Apr 20, 2018	BUY	$49.67 - $55.0 $3,178 - $3,520	64 Added 0.16%	40,370 $8.51 Million
Q4 2017 Jan 18, 2018	SELL	$49.53 - $52.32 $54,235 - $57,290	-1,095 Reduced 2.64%	40,306 $8.39 Million
Q3 2017 Oct 13, 2017	BUY	$48.84 - $49.29 $2.02 Million - $2.04 Million	41,401	41,401 $8.16 Million

Others Institutions Holding IWR

# of Institutions

1,530

Shares Held

366M

Call Options Held

180K

Put Options Held

19.1K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Forvis Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forvis Wealth Advisors, LLC with notifications on news.

Account

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