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 10,772 shares of SHV stock, worth $1.19 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

10,772

Previous 5,677 89.75%

Holding current value

$1.19 Million

Previous $628,000 88.85%

% of portfolio

0.03%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	BUY	$109.92 - $110.57 $560,042 - $563,354	5,095 Added 89.75%	10,772 $1.19 Million
Q3 2024 Nov 14, 2024	SELL	$110.05 - $110.63 $10,014 - $10,067	-91 Reduced 1.58%	5,677 $628,000
Q2 2024 Aug 09, 2024	BUY	$110.04 - $110.51 $43,905 - $44,093	399 Added 7.43%	5,768 $637,000
Q1 2024 Apr 19, 2024	SELL	$110.11 - $110.57 $87,647 - $88,013	-796 Reduced 12.91%	5,369 $593,000
Q4 2023 Jan 11, 2024	SELL	$109.86 - $110.59 $81,186 - $81,726	-739 Reduced 10.7%	6,165 $678,000
Q3 2023 Oct 25, 2023	BUY	$109.99 - $110.5 $192,262 - $193,154	1,748 Added 33.9%	6,904 $762,000
Q2 2023 Aug 08, 2023	SELL	$110.0 - $110.45 $455,510 - $457,373	-4,141 Reduced 44.54%	5,156 $569,000
Q1 2023 Apr 26, 2023	SELL	$109.94 - $110.5 $962,084 - $966,985	-8,751 Reduced 48.49%	9,297 $1.03 Million
Q4 2022 Feb 02, 2023	SELL	$109.74 - $110.1 $1.09 Million - $1.1 Million	-9,965 Reduced 35.57%	18,048 $1.98 Million
Q3 2022 Oct 13, 2022	BUY	$109.92 - $110.13 $3.08 Million - $3.09 Million	28,013 New	28,013 $3.08 Million

Others Institutions Holding SHV

# of Institutions

773

Shares Held

94.6M

Call Options Held

Put Options Held

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About ISHARES TR

Ticker SHV
Sector ETFs
Industry ETFs

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Forvis Wealth Advisors, LLC Ishares Tr Transaction History