A detailed history of Forvis Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 6,150 shares of IYG stock, worth $503,500. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,150
Previous 6,150 -0.0%
Holding current value
$503,500
Previous $436,000 9.63%
% of portfolio
0.01%
Previous 0.01%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 19, 2024

BUY
$63.91 - $191.92 $252,444 - $758,084
3,950 Added 179.55%
6,150 $407,000
Q4 2022

Feb 02, 2023

SELL
$46.92 - $169.19 $31,201 - $112,511
-665 Reduced 23.21%
2,200 $346,000
Q3 2022

Oct 13, 2022

SELL
$47.08 - $57.16 $2,589 - $3,143
-55 Reduced 1.88%
2,865 $405,000
Q2 2022

Jul 22, 2022

SELL
$48.28 - $60.23 $4,345 - $5,420
-90 Reduced 2.99%
2,920 $433,000
Q1 2022

May 10, 2022

SELL
$55.98 - $67.65 $1,903 - $2,300
-34 Reduced 1.12%
3,010 $543,000
Q4 2021

Jan 14, 2022

BUY
$61.79 - $67.85 $2,100 - $2,306
34 Added 1.13%
3,044 $588,000
Q2 2021

Jul 14, 2021

SELL
$57.88 - $63.59 $16,090 - $17,678
-278 Reduced 8.45%
3,010 $558,000
Q4 2020

Jan 22, 2021

SELL
$39.45 - $50.02 $5,325 - $6,752
-135 Reduced 3.94%
3,288 $493,000
Q2 2020

Jul 15, 2020

SELL
$32.09 - $45.18 $3,209 - $4,518
-100 Reduced 2.84%
3,423 $409,000
Q1 2020

Apr 10, 2020

SELL
$28.97 - $52.03 $3,766 - $6,763
-130 Reduced 3.56%
3,523 $362,000
Q4 2019

Jan 13, 2020

SELL
$43.52 - $50.81 $6,528 - $7,621
-150 Reduced 3.94%
3,653 $555,000
Q2 2019

Jul 10, 2019

SELL
N/A
-40 Reduced 1.04%
3,803 $509,000
Q3 2018

Oct 09, 2018

SELL
N/A
-192 Reduced 4.76%
3,843 $512,000
Q1 2018

Apr 20, 2018

SELL
N/A
-325 Reduced 7.45%
4,035 $525,000
Q4 2017

Jan 18, 2018

SELL
N/A
-379 Reduced 8.0%
4,360 $569,000
Q3 2017

Oct 13, 2017

BUY
N/A
4,739
4,739 $568,000

Others Institutions Holding IYG

About ISHARES TR


  • Ticker IYG
  • Sector ETFs
  • Industry ETFs
More about IYG
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