Forvis Wealth Advisors, LLC Ishares Tr Transaction History

Forvis Wealth Advisors, LLC

$4.26 Billion
Q3 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 3,369 shares of ICF stock, worth $203,554. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,369

Previous 9,189 63.34%

Holding current value

$203,554

Previous $526,000 57.79%

% of portfolio

0.01%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$56.77 - $67.33 $330,401 - $391,860	-5,820 Reduced 63.34%	3,369 $222,000
Q2 2024 Aug 09, 2024	SELL	$52.54 - $57.29 $100,456 - $109,538	-1,912 Reduced 17.22%	9,189 $526,000
Q1 2024 Apr 19, 2024	SELL	$55.12 - $59.38 $77,939 - $83,963	-1,414 Reduced 11.3%	11,101 $640,000
Q4 2023 Jan 11, 2024	BUY	$47.45 - $59.42 $42,325 - $53,002	892 Added 7.67%	12,515 $735,000
Q3 2023 Oct 25, 2023	SELL	$49.48 - $57.6 $294,851 - $343,238	-5,959 Reduced 33.89%	11,623 $583,000
Q2 2023 Aug 08, 2023	SELL	$51.82 - $55.73 $56,794 - $61,080	-1,096 Reduced 5.87%	17,582 $977,000
Q1 2023 Apr 26, 2023	SELL	$51.21 - $61.91 $293,074 - $354,310	-5,723 Reduced 23.45%	18,678 $1.04 Million
Q4 2022 Feb 02, 2023	BUY	$50.15 - $58.03 $38,916 - $45,031	776 Added 3.28%	24,401 $1.34 Million
Q3 2022 Oct 13, 2022	BUY	$53.07 - $67.74 $854,904 - $1.09 Million	16,109 Added 214.33%	23,625 $1.27 Million
Q2 2022 Jul 22, 2022	BUY	$57.32 - $74.48 $430,817 - $559,791	7,516 New	7,516 $457,000

Others Institutions Holding ICF

# of Institutions

378

Shares Held

22M

Call Options Held

31.4K

Put Options Held

3.9K

View Full List

About ISHARES TR

Ticker ICF
Sector ETFs
Industry ETFs

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Forvis Wealth Advisors, LLC Ishares Tr Transaction History