Forvis Wealth Advisors, LLC ISHARES TR Transaction History

Forvis Wealth Advisors, LLC

  • $4.26 Billion
  • Q3 2024

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2021

Jan 14, 2022
SELL
N/A
-18,275 Closed
0 $0
Q2 2021

Jul 14, 2021
SELL
N/A
-1,862 Reduced 9.25%
18,275 $453,000
Q1 2021

Apr 23, 2021
SELL
N/A
-600 Reduced 2.89%
20,137 $500,000
Q3 2020

Nov 05, 2020
BUY
N/A
1,992 Added 10.63%
20,737 $519,000
Q1 2020

Apr 10, 2020
SELL
N/A
-8,718 Reduced 31.74%
18,745 $462,000
Q3 2019

Oct 29, 2019
BUY
N/A
11,709 Added 74.32%
27,463 $687,000
Q2 2019

Jul 10, 2019
BUY
N/A
15,754 New
15,754 $393,000
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