Forvis Wealth Advisors, LLC Ishares Tr Ishares Esg Aware 1 Transaction History

Forvis Wealth Advisors, LLC

$3.96 Billion
Q2 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 22,056 shares of SUSB stock, worth $545,665. This represents 0.01% of its overall portfolio holdings.

Number of Shares

22,056

Previous 23,184 4.87%

Holding current value

$545,665

Previous $567,000 4.76%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	SELL	$24.19 - $24.51 $27,286 - $27,647	-1,128 Reduced 4.87%	22,056 $540,000
Q1 2024 Apr 19, 2024	SELL	$24.32 - $24.57 $152,413 - $153,980	-6,267 Reduced 21.28%	23,184 $567,000
Q4 2023 Jan 11, 2024	SELL	$23.56 - $24.48 $33,525 - $34,835	-1,423 Reduced 4.61%	29,451 $720,000
Q3 2023 Oct 25, 2023	SELL	$23.72 - $24.02 $90,491 - $91,636	-3,815 Reduced 11.0%	30,874 $733,000
Q2 2023 Aug 08, 2023	BUY	$23.84 - $24.2 $15,877 - $16,117	666 Added 1.96%	34,689 $829,000
Q1 2023 Apr 26, 2023	BUY	$23.63 - $24.19 $403,387 - $412,947	17,071 Added 100.7%	34,023 $818,000
Q4 2022 Feb 02, 2023	BUY	$23.19 - $23.94 $393,116 - $405,830	16,952 New	16,952 $402,000

Others Institutions Holding SUSB

# of Institutions

282

Shares Held

24.8M

Call Options Held

Put Options Held

View Full List

About ISHARES TR ISHARES ESG AWARE 1

Ticker SUSB
Sector ETFs
Industry ETFs

More about SUSB

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.

Account

Forvis Wealth Advisors, LLC Ishares Tr Ishares Esg Aware 1 Transaction History