Forvis Wealth Advisors, LLC Ishares Tr Transaction History

Forvis Wealth Advisors, LLC

$4.21 Billion
Q4 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 4,348 shares of IYM stock, worth $598,545. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,348

Previous 4,522 3.85%

Holding current value

$598,545

Previous $679,000 16.94%

% of portfolio

0.01%

Previous 0.02%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	SELL	$129.15 - $153.25 $22,472 - $26,665	-174 Reduced 3.85%	4,348 $564,000
Q3 2024 Nov 14, 2024	BUY	$136.13 - $151.64 $23,686 - $26,385	174 Added 4.0%	4,522 $679,000
Q2 2024 Aug 09, 2024	SELL	$140.01 - $149.03 $24,361 - $25,931	-174 Reduced 3.85%	4,348 $608,000
Q1 2024 Apr 19, 2024	BUY	$130.2 - $147.73 $11,848 - $13,443	91 Added 2.05%	4,522 $668,000
Q2 2023 Aug 08, 2023	SELL	$120.69 - $133.93 $12,069 - $13,393	-100 Reduced 2.21%	4,431 $589,000
Q4 2022 Feb 02, 2023	SELL	$109.29 - $133.88 $874 - $1,071	-8 Reduced 0.18%	4,531 $565,000
Q3 2022 Oct 13, 2022	SELL	$106.58 - $130.61 $1,065 - $1,306	-10 Reduced 0.22%	4,539 $491,000
Q2 2022 Jul 22, 2022	SELL	$117.72 - $154.02 $72,162 - $94,414	-613 Reduced 11.88%	4,549 $536,000
Q1 2022 May 10, 2022	BUY	$128.72 - $151.73 $257 - $303	2 Added 0.04%	5,162 $772,000
Q4 2021 Jan 14, 2022	BUY	$125.86 - $141.73 $629 - $708	5 Added 0.1%	5,160 $724,000
Q2 2021 Jul 14, 2021	SELL	$126.01 - $141.25 $31,628 - $35,453	-251 Reduced 4.64%	5,155 $672,000
Q4 2020 Jan 22, 2021	SELL	$95.24 - $113.41 $13,333 - $15,877	-140 Reduced 2.52%	5,406 $613,000
Q3 2020 Nov 05, 2020	SELL	$89.06 - $104.94 $44,351 - $52,260	-498 Reduced 8.24%	5,546 $548,000
Q2 2020 Jul 15, 2020	BUY	$65.8 - $95.31 $658 - $953	10 Added 0.17%	6,044 $539,000
Q1 2020 Apr 10, 2020	SELL	$59.63 - $96.97 $14,728 - $23,951	-247 Reduced 3.93%	6,034 $418,000
Q4 2019 Jan 13, 2020	SELL	$87.15 - $97.94 $1,481 - $1,664	-17 Reduced 0.27%	6,281 $615,000
Q2 2019 Jul 10, 2019	SELL	$84.8 - $96.2 $23,320 - $26,455	-275 Reduced 4.18%	6,298 $598,000
Q1 2019 Apr 10, 2019	BUY	$82.06 - $93.91 $410 - $469	5 Added 0.08%	6,573 $601,000
Q4 2018 Jan 15, 2019	SELL	$78.95 - $99.65 $26,527 - $33,482	-336 Reduced 4.87%	6,568 $551,000
Q3 2018 Oct 09, 2018	SELL	$97.95 - $102.95 $8,423 - $8,853	-86 Reduced 1.23%	6,904 $679,000
Q1 2018 Apr 20, 2018	SELL	$94.17 - $108.05 $2,448 - $2,809	-26 Reduced 0.37%	6,990 $715,000
Q4 2017 Jan 18, 2018	BUY	$96.74 - $102.54 $773 - $820	8 Added 0.11%	7,016 $717,000
Q3 2017 Oct 13, 2017	BUY	$95.26 - $95.84 $667,582 - $671,646	7,008	7,008 $671,000

Others Institutions Holding IYM

# of Institutions

206

Shares Held

2.49M

Call Options Held

900

Put Options Held

200

View Full List

About ISHARES TR

Ticker IYM
Sector ETFs
Industry Closed-End Fund - Equity

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Forvis Wealth Advisors, LLC Ishares Tr Transaction History