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

Forvis Wealth Advisors, LLC

$4.26 Billion
Q3 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 21,886 shares of SUSB stock, worth $539,708. This represents 0.01% of its overall portfolio holdings.

Number of Shares

21,886

Previous 22,056 0.77%

Holding current value

$539,708

Previous $540,000 1.85%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$24.38 - $25.2 $4,144 - $4,284	-170 Reduced 0.77%	21,886 $550,000
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

310

Shares Held

28M

Call Options Held

Put Options Held

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About ISHARES TR ISHARES ESG AWARE 1

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