Forvis Wealth Advisors, LLC Ishares Tr Transaction History

Forvis Wealth Advisors, LLC

$4.41 Billion
Q2 2025

A detailed history of Forvis Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 5,994 shares of IYG stock, worth $532,267. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,994

Previous 5,994 -0.0%

Holding current value

$532,267

Previous $470,000 9.15%

% of portfolio

0.01%

Previous 0.01%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$74.6 - $84.81 $11,637 - $13,230	-156 Reduced 2.54%	5,994 $470,000
Q1 2024 Apr 19, 2024	BUY	$63.91 - $191.92 $252,444 - $758,084	3,950 Added 179.55%	6,150 $407,000
Q4 2022 Feb 02, 2023	SELL	$46.92 - $169.19 $31,201 - $112,511	-665 Reduced 23.21%	2,200 $346,000
Q3 2022 Oct 13, 2022	SELL	$47.08 - $57.16 $2,589 - $3,143	-55 Reduced 1.88%	2,865 $405,000
Q2 2022 Jul 22, 2022	SELL	$48.28 - $60.23 $4,345 - $5,420	-90 Reduced 2.99%	2,920 $433,000
Q1 2022 May 10, 2022	SELL	$55.98 - $67.65 $1,903 - $2,300	-34 Reduced 1.12%	3,010 $543,000
Q4 2021 Jan 14, 2022	BUY	$61.79 - $67.85 $2,100 - $2,306	34 Added 1.13%	3,044 $588,000
Q2 2021 Jul 14, 2021	SELL	$57.88 - $63.59 $16,090 - $17,678	-278 Reduced 8.45%	3,010 $558,000
Q4 2020 Jan 22, 2021	SELL	$39.45 - $50.02 $5,325 - $6,752	-135 Reduced 3.94%	3,288 $493,000
Q2 2020 Jul 15, 2020	SELL	$32.09 - $45.18 $3,209 - $4,518	-100 Reduced 2.84%	3,423 $409,000
Q1 2020 Apr 10, 2020	SELL	$28.97 - $52.03 $3,766 - $6,763	-130 Reduced 3.56%	3,523 $362,000
Q4 2019 Jan 13, 2020	SELL	$43.52 - $50.81 $6,528 - $7,621	-150 Reduced 3.94%	3,653 $555,000
Q2 2019 Jul 10, 2019	SELL	N/A	-40 Reduced 1.04%	3,803 $509,000
Q3 2018 Oct 09, 2018	SELL	N/A	-192 Reduced 4.76%	3,843 $512,000
Q1 2018 Apr 20, 2018	SELL	N/A	-325 Reduced 7.45%	4,035 $525,000
Q4 2017 Jan 18, 2018	SELL	N/A	-379 Reduced 8.0%	4,360 $569,000
Q3 2017 Oct 13, 2017	BUY	N/A	4,739	4,739 $568,000

Others Institutions Holding IYG

# of Institutions

286

Shares Held

13.9M

Call Options Held

62.6K

Put Options Held

50.1K

View Full List

About ISHARES TR

Ticker IYG
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Forvis Wealth Advisors, LLC Ishares Tr Transaction History