FORVIS WEALTH ADVISORS, LLC – iShares MSCI USA Min Vol Factor ETF Transaction History
FORVIS WEALTH ADVISORS, LLC portfolio value:
$1.38M
portfolio value
FORVIS WEALTH ADVISORS, LLC quarter portfolio value change:
-5.85%
quarter
iShares MSCI USA Min Vol Factor ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +12.98% | 2.41K shares | 83K | $66.1 | 21.01K |
| Q2 2022 | share | Increase | +205.96% | 12.51K shares | 835K | $70.21 | 18.59K |
| Q1 2022 | share | Decrease | -12.37% | -858 shares | -90K | $77.57 | 6.07K |
| Q4 2021 | share | Decrease | -8.21% | -620 shares | 6K | $81 | 6.93K |
| Q3 2021 | share | Decrease | -18.60% | -1.72K shares | -128K | $73.5 | 7.55K |
| Q2 2021 | share | Decrease | -31.97% | -4.36K shares | -261K | $73.33 | 9.28K |
| Q1 2021 | share | Decrease | -33.40% | -6.84K shares | -447K | $68.73 | 13.64K |
| Q4 2020 | share | Decrease | -27.34% | -7.71K shares | -406K | $67.16 | 20.48K |
| Q3 2020 | share | Decrease | -13.66% | -4.46K shares | -183K | $62.77 | 28.19K |
| Q2 2020 | share | Decrease | -0.65% | -214 shares | 205K | $59.41 | 32.65K |
| Q1 2020 | share | Decrease | -0.54% | -179 shares | -393K | $52.66 | 32.87K |
| Q4 2019 | share | Decrease | -0.17% | -57 shares | 46K | $63.58 | 33.04K |
| Q3 2019 | share | Increase | +9.67% | 2.91K shares | 258K | $61.76 | 33.10K |
| Q2 2019 | share | Increase | +1.69% | 502 shares | 118K | $59.21 | 30.18K |
| Q1 2019 | share | Decrease | -0.45% | -133 shares | 183K | $56.1 | 29.68K |
| Q4 2018 | share | Increase | +9.45% | 2.57K shares | 9K | $49.79 | 29.81K |
| Q3 2018 | share | Decrease | -15.82% | -5.12K shares | -166K | $53.86 | 27.24K |
| Q2 2018 | share | Decrease | -3.52% | -1.18K shares | -22K | $49.98 | 32.36K |
| Q1 2018 | share | Decrease | -10.54% | -3.95K shares | -237K | $48.55 | 33.54K |
| Q4 2017 | share | Decrease | -4.90% | -1.93K shares | -6K | $49.12 | 37.49K |
| Q3 2017 | share | Decrease | -10.10% | -4.43K shares | -161K | $46.64 | 39.43K |
| Q2 2017 | share | Decrease | -21.84% | -12.25K shares | -532K | $45.13 | 43.86K |
| Q1 2017 | share | Decrease | -64.56% | -102.23K shares | -4.48M | $43.79 | 56.11K |
| Q4 2016 | share | Decrease | -23.56% | -48.81K shares | -2.25M | $41.31 | 158.35K |
| Q3 2016 | share | Decrease | -37.52% | -124.39K shares | -5.91M | $41.22 | 207.17K |
| Q2 2016 | share | Decrease | -1.48% | -4.97K shares | 538K | $41.7 | 331.56K |
| Q1 2016 | share | Increase | +21.34% | 59.19K shares | 3.18M | $39.44 | 336.54K |