Forvis Wealth Advisors, LLC Ishares Tr Transaction History
Forvis Wealth Advisors, LLC
- $4.26 Billion
- Q3 2024
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
Others Institutions Holding IYM
# of Institutions
211Shares Held
2.51MCall Options Held
3.9KPut Options Held
100-
Citigroup Inc451KShares$65.2 Million0.04% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ291KShares$42.1 Million0.89% of portfolio
-
Morgan Stanley New York, NY251KShares$36.3 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC129KShares$18.6 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA119KShares$17.2 Million0.0% of portfolio