Forvis Wealth Advisors, LLC Ishares Tr Us Telecommunicatio Transaction History

Forvis Wealth Advisors, LLC

$4.26 Billion
Q3 2024

Shares

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

116

Shares Held

7.71M

Call Options Held

60.4K

Put Options Held

0

About ISHARES TR US TELECOMMUNICATIO

Ticker IYZ
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Forvis Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forvis Wealth Advisors, LLC with notifications on news.