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
Others Institutions Holding IWV
# of Institutions
831Shares Held
26.4MCall Options Held
18.7KPut Options Held
4.9K-
Scs Capital Management LLC Boston, MA2.07MShares$648 Million13.22% of portfolio
-
Morgan Stanley New York, NY1.22MShares$380 Million0.03% of portfolio
-
Northern Trust Corp Chicago, IL1.08MShares$337 Million0.06% of portfolio
-
Black Rock Inc. New York, NY1.03MShares$323 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC933KShares$292 Million0.03% of portfolio