Forvis Wealth Advisors, LLC Ishares Russell Mid Cap Growth Transaction History

Forvis Wealth Advisors, LLC

$4.21 Billion
Q4 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 123,852 shares of IWP stock, worth $16.2 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

123,852

Previous 140,674 11.96%

Holding current value

$16.2 Million

Previous $16.5 Million 4.85%

% of portfolio

0.37%

Previous 0.39%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	SELL	$116.4 - $138.52 $1.96 Million - $2.33 Million	-16,822 Reduced 11.96%	123,852 $15.7 Million
Q3 2024 Nov 14, 2024	SELL	$103.87 - $117.59 $1.67 Million - $1.89 Million	-16,098 Reduced 10.27%	140,674 $16.5 Million
Q2 2024 Aug 09, 2024	SELL	$105.7 - $113.43 $2.99 Million - $3.2 Million	-28,251 Reduced 15.27%	156,772 $17.3 Million
Q1 2024 Apr 19, 2024	SELL	$100.66 - $114.14 $1.79 Million - $2.03 Million	-17,812 Reduced 8.78%	185,023 $21.1 Million
Q4 2023 Jan 11, 2024	SELL	$85.66 - $105.12 $1.1 Million - $1.35 Million	-12,828 Reduced 5.95%	202,835 $21.2 Million
Q3 2023 Oct 25, 2023	SELL	$89.97 - $100.32 $1.23 Million - $1.37 Million	-13,651 Reduced 5.95%	215,663 $19.7 Million
Q2 2023 Aug 08, 2023	SELL	$87.72 - $96.63 $1.17 Million - $1.29 Million	-13,370 Reduced 5.51%	229,314 $22.2 Million
Q1 2023 Apr 26, 2023	SELL	$82.89 - $94.68 $582,550 - $665,411	-7,028 Reduced 2.81%	242,684 $22.1 Million
Q4 2022 Feb 02, 2023	SELL	$77.4 - $89.88 $148,530 - $172,479	-1,919 Reduced 0.76%	249,712 $20.9 Million
Q3 2022 Oct 13, 2022	SELL	$78.02 - $94.38 $286,177 - $346,185	-3,668 Reduced 1.44%	251,631 $19.7 Million
Q2 2022 Jul 22, 2022	SELL	$75.41 - $102.47 $798,290 - $1.08 Million	-10,586 Reduced 3.98%	255,299 $20.2 Million
Q1 2022 May 10, 2022	SELL	$89.52 - $114.03 $827,433 - $1.05 Million	-9,243 Reduced 3.36%	265,885 $26.7 Million
Q4 2021 Jan 14, 2022	SELL	$109.8 - $123.28 $55,009 - $61,763	-501 Reduced 0.18%	275,128 $31.7 Million
Q3 2021 Oct 14, 2021	BUY	$109.39 - $119.47 $29,097 - $31,779	266 Added 0.1%	275,629 $30.9 Million
Q2 2021 Jul 14, 2021	SELL	$99.98 - $113.73 $829,234 - $943,276	-8,294 Reduced 2.92%	275,363 $31.2 Million
Q1 2021 Apr 23, 2021	BUY	$96.94 - $112.05 $644,360 - $744,796	6,647 Added 2.4%	283,657 $29 Million
Q4 2020 Jan 22, 2021	BUY	$86.54 - $104.78 $12.3 Million - $14.9 Million	142,536 Added 106.0%	277,010 $28.4 Million
Q3 2020 Nov 05, 2020	BUY	$79.56 - $90.13 $1.79 Million - $2.03 Million	22,510 Added 20.1%	134,474 $23.2 Million
Q2 2020 Jul 15, 2020	BUY	$57.59 - $81.27 $109,996 - $155,225	1,910 Added 1.74%	111,964 $17.7 Million
Q1 2020 Apr 10, 2020	BUY	$52.32 - $81.58 $374,611 - $584,112	7,160 Added 6.96%	110,054 $13.4 Million
Q4 2019 Jan 13, 2020	BUY	$68.8 - $76.63 $87,926 - $97,933	1,278 Added 1.26%	102,894 $15.7 Million
Q3 2019 Oct 29, 2019	SELL	$70.16 - $72.24 $322,244 - $331,798	-4,593 Reduced 4.32%	101,616 $14.4 Million
Q2 2019 Jul 10, 2019	SELL	N/A	-1,565 Reduced 1.45%	106,209 $15.1 Million
Q1 2019 Apr 10, 2019	BUY	N/A	10,886 Added 11.24%	107,774 $14.6 Million
Q4 2018 Jan 15, 2019	SELL	N/A	-69,802 Reduced 41.88%	96,888 $11 Million
Q3 2018 Oct 09, 2018	SELL	N/A	-12,014 Reduced 6.72%	166,690 $22.6 Million
Q2 2018 Jul 13, 2018	BUY	N/A	1,466 Added 0.83%	178,704 $22.6 Million
Q1 2018 May 25, 2018	SELL	N/A	-210 Reduced 0.12%	177,238 $21.8 Million
Q1 2018 Apr 20, 2018	BUY	N/A	99,483 Added 127.6%	177,448 $22.3 Million
Q4 2017 Jan 18, 2018	BUY	N/A	8,243 Added 11.82%	77,965 $9.41 Million
Q3 2017 Oct 13, 2017	BUY	N/A	69,722	69,722 $7.89 Million

Others Institutions Holding IWP

# of Institutions

1,216

Shares Held

116M

Call Options Held

84.8K

Put Options Held

13.5K

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About ISHARES RUSSELL MID-CAP GROWTH

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Forvis Wealth Advisors, LLC Ishares Russell Mid Cap Growth Transaction History