Forvis Wealth Advisors, LLC Ishares Tr Transaction History

Forvis Wealth Advisors, LLC

  • $4 Billion
  • Q1 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 5,625 shares of IYH stock, worth $309,262. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,625
Previous 5,625 -0.0%
Holding current value
$309,262
Previous $327,000 4.59%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 19, 2024
BUY
$60.83 - $309.78 $273,735 - $1.39 Million
4,500 Added 400.0%
5,625 $348,000
Q3 2021

Oct 14, 2021
BUY
$275.57 - $296.34 $6,889 - $7,408
25 Added 2.27%
1,125 $310,000
Q1 2019

Apr 10, 2019
SELL
$174.36 - $196.3 $91,887 - $103,450
-527 Reduced 32.39%
1,100 $213,000
Q2 2018

Jul 13, 2018
BUY
$168.2 - $183.1 $273,661 - $297,903
1,627 New
1,627 $290,000

Others Institutions Holding IYH

# of Institutions
557
Shares Held
24.2M
Call Options Held
8K
Put Options Held
4.5K
View Full List

About ISHARES TR

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