Forvis Wealth Advisors, LLC Ishares Tr Transaction History

Forvis Wealth Advisors, LLC

  • $3.91 Billion
  • Q1 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 5,369 shares of SHV stock, worth $593,274. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,369
Previous 6,165 12.91%
Holding current value
$593,274
Previous $678,000 12.54%
% of portfolio
0.02%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 19, 2024
SELL
$110.11 - $110.57 $87,647 - $88,013
-796 Reduced 12.91%
5,369 $593,000
Q4 2023

Jan 11, 2024
SELL
$109.86 - $110.59 $81,186 - $81,726
-739 Reduced 10.7%
6,165 $678,000
Q3 2023

Oct 25, 2023
BUY
$109.99 - $110.5 $192,262 - $193,154
1,748 Added 33.9%
6,904 $762,000
Q2 2023

Aug 08, 2023
SELL
$110.0 - $110.45 $455,510 - $457,373
-4,141 Reduced 44.54%
5,156 $569,000
Q1 2023

Apr 26, 2023
SELL
$109.94 - $110.5 $962,084 - $966,985
-8,751 Reduced 48.49%
9,297 $1.03 Million
Q4 2022

Feb 02, 2023
SELL
$109.74 - $110.1 $1.09 Million - $1.1 Million
-9,965 Reduced 35.57%
18,048 $1.98 Million
Q3 2022

Oct 13, 2022
BUY
$109.92 - $110.13 $3.08 Million - $3.09 Million
28,013 New
28,013 $3.08 Million

Others Institutions Holding SHV

# of Institutions
710
Shares Held
94.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

SHV Quotes by TradingView
  • Ticker SHV
  • Sector ETFs
  • Industry ETFs
More about SHV
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