A detailed history of Forvis Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 4,522 shares of IYM stock, worth $653,564. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,522
Previous 4,348 4.0%
Holding current value
$653,564
Previous $608,000 11.68%
% of portfolio
0.02%
Previous 0.02%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$136.13 - $151.64 $23,686 - $26,385
174 Added 4.0%
4,522 $679,000
Q2 2024

Aug 09, 2024

SELL
$140.01 - $149.03 $24,361 - $25,931
-174 Reduced 3.85%
4,348 $608,000
Q1 2024

Apr 19, 2024

BUY
$130.2 - $147.73 $11,848 - $13,443
91 Added 2.05%
4,522 $668,000
Q2 2023

Aug 08, 2023

SELL
$120.69 - $133.93 $12,069 - $13,393
-100 Reduced 2.21%
4,431 $589,000
Q4 2022

Feb 02, 2023

SELL
$109.29 - $133.88 $874 - $1,071
-8 Reduced 0.18%
4,531 $565,000
Q3 2022

Oct 13, 2022

SELL
$106.58 - $130.61 $1,065 - $1,306
-10 Reduced 0.22%
4,539 $491,000
Q2 2022

Jul 22, 2022

SELL
$117.72 - $154.02 $72,162 - $94,414
-613 Reduced 11.88%
4,549 $536,000
Q1 2022

May 10, 2022

BUY
$128.72 - $151.73 $257 - $303
2 Added 0.04%
5,162 $772,000
Q4 2021

Jan 14, 2022

BUY
$125.86 - $141.73 $629 - $708
5 Added 0.1%
5,160 $724,000
Q2 2021

Jul 14, 2021

SELL
$126.01 - $141.25 $31,628 - $35,453
-251 Reduced 4.64%
5,155 $672,000
Q4 2020

Jan 22, 2021

SELL
$95.24 - $113.41 $13,333 - $15,877
-140 Reduced 2.52%
5,406 $613,000
Q3 2020

Nov 05, 2020

SELL
$89.06 - $104.94 $44,351 - $52,260
-498 Reduced 8.24%
5,546 $548,000
Q2 2020

Jul 15, 2020

BUY
$65.8 - $95.31 $658 - $953
10 Added 0.17%
6,044 $539,000
Q1 2020

Apr 10, 2020

SELL
$59.63 - $96.97 $14,728 - $23,951
-247 Reduced 3.93%
6,034 $418,000
Q4 2019

Jan 13, 2020

SELL
$87.15 - $97.94 $1,481 - $1,664
-17 Reduced 0.27%
6,281 $615,000
Q2 2019

Jul 10, 2019

SELL
$84.8 - $96.2 $23,320 - $26,455
-275 Reduced 4.18%
6,298 $598,000
Q1 2019

Apr 10, 2019

BUY
$82.06 - $93.91 $410 - $469
5 Added 0.08%
6,573 $601,000
Q4 2018

Jan 15, 2019

SELL
$78.95 - $99.65 $26,527 - $33,482
-336 Reduced 4.87%
6,568 $551,000
Q3 2018

Oct 09, 2018

SELL
$97.95 - $102.95 $8,423 - $8,853
-86 Reduced 1.23%
6,904 $679,000
Q1 2018

Apr 20, 2018

SELL
$94.17 - $108.05 $2,448 - $2,809
-26 Reduced 0.37%
6,990 $715,000
Q4 2017

Jan 18, 2018

BUY
$96.74 - $102.54 $773 - $820
8 Added 0.11%
7,016 $717,000
Q3 2017

Oct 13, 2017

BUY
$95.26 - $95.84 $667,582 - $671,646
7,008
7,008 $671,000

Others Institutions Holding IYM

About ISHARES TR


  • Ticker IYM
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYM
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