Forvis Wealth Advisors, LLC Ishares Tr Transaction History

Forvis Wealth Advisors, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Jul 15, 2020	SELL	$69.37 - $91.69 $200,271 - $264,709	-2,887 Closed	0 $0
Q1 2020 Apr 10, 2020	SELL	$62.67 - $107.3 $76,645 - $131,227	-1,223 Reduced 29.76%	2,887 $212,000
Q4 2019 Jan 13, 2020	SELL	$98.25 - $105.76 $5,698 - $6,134	-58 Reduced 1.39%	4,110 $434,000
Q3 2019 Oct 29, 2019	BUY	$100.87 - $103.22 $204,261 - $209,020	2,025 Added 94.49%	4,168 $425,000
Q2 2019 Jul 10, 2019	BUY	N/A	2,143 New	2,143 $213,000

1,360

70.5M

1.1M

383K

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