Forvis Wealth Advisors, LLC Ishares Tr Us Telecommunicatio Transaction History

Forvis Wealth Advisors, LLC

$3.91 Billion
Q1 2024

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 22, 2022	SELL	$23.96 - $30.44 $209,122 - $265,680	-8,728 Closed	0 $0
Q1 2022 May 10, 2022	SELL	$28.69 - $33.15 $79,930 - $92,355	-2,786 Reduced 24.2%	8,728 $261,000
Q4 2021 Jan 14, 2022	SELL	$30.27 - $33.17 $56,786 - $62,226	-1,876 Reduced 14.01%	11,514 $379,000
Q2 2021 Jul 14, 2021	SELL	$32.49 - $33.93 $48,377 - $50,521	-1,489 Reduced 10.01%	13,390 $445,000
Q4 2020 Jan 22, 2021	SELL	$26.37 - $30.93 $137,229 - $160,959	-5,204 Reduced 25.91%	14,879 $450,000

Q3 2020 Nov 05, 2020	SELL	$26.63 - $29.5 $35,311 - $39,117	-1,326 Reduced 6.19%	20,083 $546,000
Q2 2020 Jul 15, 2020	SELL	$24.07 - $29.74 $76,253 - $94,216	-3,168 Reduced 12.89%	21,409 $590,000
Q1 2020 Apr 10, 2020	SELL	$22.65 - $30.78 $128,674 - $174,861	-5,681 Reduced 18.78%	24,577 $611,000
Q4 2019 Jan 13, 2020	SELL	$28.26 - $29.97 $56,859 - $60,299	-2,012 Reduced 6.23%	30,258 $904,000
Q3 2019 Oct 29, 2019	SELL	$27.65 - $30.64 $71,751 - $79,510	-2,595 Reduced 7.44%	32,270 $942,000
Q2 2019 Jul 10, 2019	SELL	$28.0 - $31.04 $53,088 - $58,851	-1,896 Reduced 5.16%	34,865 $1.03 Million
Q1 2019 Apr 10, 2019	SELL	$26.14 - $29.82 $138,071 - $157,509	-5,282 Reduced 12.56%	36,761 $1.09 Million
Q4 2018 Jan 15, 2019	SELL	$24.71 - $29.79 $1.06 Million - $1.27 Million	-42,787 Reduced 50.44%	42,043 $1.11 Million
Q3 2018 Oct 09, 2018	BUY	$27.56 - $30.08 $152,572 - $166,522	5,536 Added 6.98%	84,830 $2.52 Million
Q2 2018 Jul 13, 2018	SELL	$26.51 - $28.06 $164,229 - $173,831	-6,195 Reduced 7.25%	79,294 $2.19 Million
Q1 2018 May 25, 2018	BUY	$26.68 - $29.73 $5,736 - $6,391	215 Added 0.25%	85,489 $2.31 Million
Q1 2018 Apr 20, 2018	BUY	$26.68 - $29.73 $173,793 - $193,661	6,514 Added 8.27%	85,274 $2.39 Million
Q4 2017 Jan 18, 2018	BUY	$27.56 - $31.9 $362,028 - $419,038	13,136 Added 20.02%	78,760 $2.32 Million
Q3 2017 Oct 13, 2017	BUY	$30.41 - $30.78 $2 Million - $2.02 Million	65,624	65,624 $2 Million

Others Institutions Holding IYZ

# of Institutions

128

Shares Held

7.86M

Call Options Held

58.5K

Put Options Held

28.4K

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About ISHARES TR US TELECOMMUNICATIO

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