Forvis Wealth Advisors, LLC Ishares S&P Midcap 400 Growth Transaction History

Forvis Wealth Advisors, LLC

$4.21 Billion
Q4 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 2,980 shares of IJK stock, worth $247,846. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,980

Previous 2,980 -0.0%

Holding current value

$247,846

Previous $273,000 1.1%

% of portfolio

0.01%

Previous 0.01%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$84.81 - $93.54 $29,937 - $33,019	-353 Reduced 10.59%	2,980 $273,000
Q2 2024 Aug 09, 2024	BUY	$84.85 - $91.12 $16,970 - $18,224	200 Added 6.38%	3,333 $293,000
Q1 2024 Apr 19, 2024	SELL	$76.81 - $91.25 $7,757 - $9,216	-101 Reduced 3.12%	3,133 $285,000
Q3 2023 Oct 25, 2023	SELL	$71.48 - $77.94 $8,363 - $9,118	-117 Reduced 3.49%	3,234 $233,000
Q1 2023 Apr 26, 2023	SELL	$67.77 - $74.78 $52,860 - $58,328	-780 Reduced 18.88%	3,351 $239,000
Q2 2022 Jul 22, 2022	SELL	$61.85 - $78.06 $18,060 - $22,793	-292 Reduced 6.6%	4,131 $263,000
Q1 2022 May 10, 2022	SELL	$72.34 - $85.19 $44,850 - $52,817	-620 Reduced 12.29%	4,423 $342,000
Q4 2021 Jan 14, 2022	SELL	$79.13 - $87.9 $47,082 - $52,300	-595 Reduced 10.55%	5,043 $430,000
Q1 2021 Apr 23, 2021	SELL	$71.22 - $80.18 $37,746 - $42,495	-530 Reduced 8.59%	5,638 $442,000
Q4 2020 Jan 22, 2021	BUY	$60.53 - $72.82 $280,011 - $336,865	4,626 Added 300.0%	6,168 $445,000
Q3 2020 Nov 05, 2020	BUY	$55.44 - $62.69 $5,377 - $6,080	97 Added 6.71%	1,542 $369,000
Q2 2020 Jul 15, 2020	SELL	$41.56 - $59.34 $2,285 - $3,263	-55 Reduced 3.67%	1,445 $324,000
Q1 2020 Apr 10, 2020	SELL	$37.62 - $61.93 $2,821 - $4,644	-75 Reduced 4.76%	1,500 $268,000
Q4 2019 Jan 13, 2020	SELL	$54.21 - $59.65 $758 - $835	-14 Reduced 0.88%	1,575 $375,000
Q2 2019 Jul 10, 2019	BUY	N/A	395 Added 33.08%	1,589 $360,000
Q1 2019 Apr 10, 2019	SELL	N/A	-30 Reduced 2.45%	1,194 $262,000
Q4 2018 Jan 15, 2019	BUY	N/A	1 Added 0.08%	1,224 $234,000
Q2 2018 Jul 13, 2018	SELL	N/A	-92 Reduced 7.0%	1,223 $275,000
Q1 2018 May 25, 2018	BUY	N/A	57 Added 4.53%	1,315 $287,000
Q1 2018 Apr 20, 2018	SELL	N/A	-57 Reduced 4.33%	1,258 $280,000
Q4 2017 Jan 18, 2018	BUY	N/A	1,315	1,315 $284,000

Others Institutions Holding IJK

# of Institutions

976

Shares Held

70.6M

Call Options Held

4.2K

Put Options Held

800

View Full List

About ISHARES S&P MIDCAP 400 GROWTH

Ticker IJK
Sector ETFs
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Forvis Wealth Advisors, LLC Ishares S&P Midcap 400 Growth Transaction History