Forvis Wealth Advisors, LLC Ishares Tr Transaction History
Forvis Wealth Advisors, LLC
- $3.96 Billion
- Q2 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 4,348 shares of IYM stock, worth $634,112. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,348
Previous 4,522
3.85%
Holding current value
$634,112
Previous $668,000
8.98%
% of portfolio
0.02%
Previous 0.02%
Shares
21 transactions
Others Institutions Holding IYM
# of Institutions
210Shares Held
2.9MCall Options Held
5.2KPut Options Held
0-
Citigroup Inc450KShares$65.7 Million0.04% of portfolio
-
Manufacturers Life Insurance Company, The Toronto, A6308KShares$44.9 Million0.04% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ281KShares$40.9 Million0.89% of portfolio
-
Morgan Stanley New York, NY257KShares$37.5 Million0.0% of portfolio
-
Ubs Group Ag144KShares$21 Million0.01% of portfolio