Forvis Wealth Advisors, LLC Ishares S&P 500 Value ETF Transaction History

Forvis Wealth Advisors, LLC

  • $4.21 Billion
  • Q4 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 38,085 shares of IVE stock, worth $7.48 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
38,085
Previous 34,422 10.64%
Holding current value
$7.48 Million
Previous $6.79 Million 7.12%
% of portfolio
0.17%
Previous 0.16%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
BUY
$189.5 - $206.17 $694,138 - $755,200
3,663 Added 10.64%
38,085 $7.27 Million
Q3 2024

Nov 14, 2024
SELL
$181.06 - $197.17 $206,046 - $224,379
-1,138 Reduced 3.2%
34,422 $6.79 Million
Q2 2024

Aug 09, 2024
SELL
$176.58 - $186.7 $1.26 Million - $1.33 Million
-7,119 Reduced 16.68%
35,560 $6.47 Million
Q1 2024

Apr 19, 2024
BUY
$171.09 - $186.81 $876,322 - $956,840
5,122 Added 13.64%
42,679 $7.97 Million
Q3 2023

Oct 25, 2023
SELL
$153.33 - $166.75 $55,352 - $60,196
-361 Reduced 0.95%
37,557 $5.78 Million
Q2 2023

Aug 08, 2023
SELL
$149.72 - $161.19 $234,910 - $252,907
-1,569 Reduced 3.97%
37,918 $6.11 Million
Q1 2023

Apr 26, 2023
SELL
$144.21 - $159.47 $306,446 - $338,873
-2,125 Reduced 5.11%
39,487 $5.99 Million
Q4 2022

Feb 02, 2023
SELL
$129.68 - $151.79 $258,452 - $302,517
-1,993 Reduced 4.57%
41,612 $6.04 Million
Q3 2022

Oct 13, 2022
BUY
$128.52 - $150.96 $162,834 - $191,266
1,267 Added 2.99%
43,605 $5.6 Million
Q2 2022

Jul 22, 2022
BUY
$133.27 - $158.52 $370,490 - $440,685
2,780 Added 7.03%
42,338 $5.82 Million
Q1 2022

May 10, 2022
BUY
$147.46 - $159.06 $2.38 Million - $2.57 Million
16,159 Added 69.06%
39,558 $6.16 Million
Q4 2021

Jan 14, 2022
BUY
$145.8 - $156.8 $389,723 - $419,126
2,673 Added 12.9%
23,399 $3.67 Million
Q3 2021

Oct 14, 2021
BUY
$143.75 - $152.0 $246,387 - $260,528
1,714 Added 9.02%
20,726 $3.01 Million
Q2 2021

Jul 14, 2021
BUY
$142.18 - $151.25 $6,113 - $6,503
43 Added 0.23%
19,012 $2.81 Million
Q1 2021

Apr 23, 2021
SELL
$125.98 - $142.4 $2.04 Million - $2.3 Million
-16,156 Reduced 46.0%
18,969 $2.68 Million
Q4 2020

Jan 22, 2021
SELL
$109.93 - $128.18 $5.63 Million - $6.57 Million
-51,242 Reduced 59.33%
35,125 $4.5 Million
Q3 2020

Nov 05, 2020
SELL
$106.77 - $118.22 $2.96 Million - $3.28 Million
-27,757 Reduced 24.32%
86,367 $9.71 Million
Q2 2020

Jul 15, 2020
SELL
$91.94 - $119.67 $28,409 - $36,978
-309 Reduced 0.27%
114,124 $12.3 Million
Q1 2020

Apr 10, 2020
BUY
$82.97 - $131.79 $630,406 - $1 Million
7,598 Added 7.11%
114,433 $11 Million
Q4 2019

Jan 13, 2020
BUY
$115.41 - $130.26 $8.9 Million - $10 Million
77,130 Added 259.65%
106,835 $13.9 Million
Q3 2019

Oct 29, 2019
BUY
$112.0 - $120.88 $1.4 Million - $1.51 Million
12,481 Added 72.46%
29,705 $3.54 Million
Q2 2019

Jul 10, 2019
SELL
$108.5 - $117.48 $634,182 - $686,670
-5,845 Reduced 25.34%
17,224 $2.01 Million
Q1 2019

Apr 10, 2019
SELL
$99.16 - $114.4 $17.8 Million - $20.5 Million
-179,575 Reduced 88.62%
23,069 $2.6 Million
Q4 2018

Jan 15, 2019
BUY
$95.36 - $116.8 $2.32 Million - $2.84 Million
24,292 Added 13.62%
202,644 $20.5 Million
Q3 2018

Oct 09, 2018
BUY
$110.03 - $118.53 $2.94 Million - $3.17 Million
26,737 Added 17.63%
178,352 $20.7 Million
Q2 2018

Jul 13, 2018
BUY
$107.03 - $113.19 $15.8 Million - $16.7 Million
147,915 Added 3997.7%
151,615 $16.7 Million
Q1 2018

May 25, 2018
BUY
$106.61 - $121.11 $5,863 - $6,661
55 Added 1.51%
3,700 $405,000
Q1 2018

Apr 20, 2018
SELL
$106.61 - $121.11 $5.28 Million - $6 Million
-49,521 Reduced 93.14%
3,645 $407,000
Q4 2017

Jan 18, 2018
BUY
$108.39 - $114.78 $5.29 Million - $5.6 Million
48,817 Added 1122.49%
53,166 $6.07 Million
Q3 2017

Oct 13, 2017
BUY
$107.31 - $107.91 $466,691 - $469,300
4,349
4,349 $469,000

Others Institutions Holding IVE

# of Institutions
1,663
Shares Held
146M
Call Options Held
107K
Put Options Held
60.7K
View Full List

About ISHARES S&P 500 VALUE ETF

IVE Quotes by TradingView
  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
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