Forvis Wealth Advisors, LLC Ishares Russell 3000 ETF Transaction History

Forvis Wealth Advisors, LLC

  • $3.96 Billion
  • Q2 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 56,121 shares of IWV stock, worth $17.6 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
56,121
Previous 56,016 0.19%
Holding current value
$17.6 Million
Previous $16.8 Million 3.05%
% of portfolio
0.44%
Previous 0.43%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
BUY
$283.16 - $309.9 $29,731 - $32,539
105 Added 0.19%
56,121 $17.3 Million
Q1 2024

Apr 19, 2024
SELL
$268.36 - $300.08 $97,146 - $108,628
-362 Reduced 0.64%
56,016 $16.8 Million
Q4 2023

Jan 11, 2024
SELL
$234.36 - $274.87 $135,694 - $159,149
-579 Reduced 1.02%
56,378 $15.4 Million
Q3 2023

Oct 25, 2023
SELL
$243.9 - $263.56 $35,121 - $37,952
-144 Reduced 0.25%
56,957 $14 Million
Q2 2023

Aug 08, 2023
SELL
$231.57 - $254.48 $414,973 - $456,028
-1,792 Reduced 3.04%
57,101 $14.5 Million
Q1 2023

Apr 26, 2023
SELL
$218.83 - $242.18 $323,211 - $357,699
-1,477 Reduced 2.45%
58,893 $13.9 Million
Q4 2022

Feb 02, 2023
BUY
$216.25 - $235.47 $146,401 - $159,413
677 Added 1.13%
60,370 $13.3 Million
Q3 2022

Oct 13, 2022
BUY
N/A
871 Added 1.48%
59,693 $12.4 Million
Q2 2022

Jul 22, 2022
BUY
N/A
25,986 Added 79.14%
58,822 $12.8 Million
Q1 2022

May 10, 2022
BUY
N/A
519 Added 1.61%
32,836 $8.62 Million
Q2 2021

Jul 14, 2021
SELL
N/A
-45 Reduced 0.14%
32,317 $8.27 Million
Q1 2021

Apr 23, 2021
SELL
N/A
-570 Reduced 1.73%
32,362 $7.68 Million
Q4 2020

Jan 22, 2021
BUY
N/A
1,730 Added 5.54%
32,932 $7.36 Million
Q3 2020

Nov 05, 2020
SELL
N/A
-249 Reduced 0.79%
31,202 $6.11 Million
Q2 2020

Jul 15, 2020
SELL
N/A
-608 Reduced 1.9%
31,451 $5.66 Million
Q1 2020

Apr 10, 2020
SELL
N/A
-326 Reduced 1.01%
32,059 $4.76 Million
Q4 2019

Jan 13, 2020
SELL
N/A
-800 Reduced 2.41%
32,385 $6.1 Million
Q3 2019

Oct 29, 2019
SELL
N/A
-1,074 Reduced 3.13%
33,185 $5.77 Million
Q2 2019

Jul 10, 2019
SELL
N/A
-5,566 Reduced 13.98%
34,259 $5.91 Million
Q1 2019

Apr 10, 2019
BUY
N/A
600 Added 1.53%
39,825 $6.64 Million
Q4 2018

Jan 15, 2019
BUY
N/A
16 Added 0.04%
39,225 $5.76 Million
Q3 2018

Oct 09, 2018
SELL
N/A
-750 Reduced 1.88%
39,209 $6.76 Million
Q2 2018

Jul 13, 2018
SELL
N/A
-30 Reduced 0.08%
39,959 $6.49 Million
Q1 2018

Apr 20, 2018
SELL
N/A
-105 Reduced 0.26%
39,989 $6.42 Million
Q4 2017

Jan 18, 2018
SELL
N/A
-631 Reduced 1.55%
40,094 $6.34 Million
Q3 2017

Oct 13, 2017
BUY
N/A
40,725
40,725 $6.08 Million

Others Institutions Holding IWV

# of Institutions
831
Shares Held
26.4M
Call Options Held
18.7K
Put Options Held
4.9K
View Full List

About ISHARES RUSSELL 3000 ETF

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