Forum Private Client Group LLC Ishares Tr Russell 200 Growth Transaction History

Forum Private Client Group LLC

  • $225 Billion
  • Q3 2024

A detailed history of Forum Private Client Group LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Forum Private Client Group LLC holds 68,899 shares of IWY stock, worth $16.7 Million. This represents 6.73% of its overall portfolio holdings.

Number of Shares
68,899
Previous 69,718 1.17%
Holding current value
$16.7 Million
Previous $15 Billion 1.37%
% of portfolio
6.73%
Previous 7.11%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$194.66 - $225.97 $159,426 - $185,069
-819 Reduced 1.17%
68,899 $15.2 Billion
Q2 2024

Aug 13, 2024
SELL
$183.56 - $216.15 $162,450 - $191,292
-885 Reduced 1.25%
69,718 $15 Billion
Q1 2024

May 15, 2024
BUY
$170.38 - $196.82 $220,642 - $254,881
1,295 Added 1.87%
70,603 $13.8 Billion
Q4 2023

Jan 19, 2024
BUY
$149.01 - $175.92 $10.3 Million - $12.2 Million
69,308 New
69,308 $12.1 Billion
Q2 2023

Aug 02, 2023
BUY
$136.24 - $158.56 $978,203 - $1.14 Million
7,180 Added 11.87%
67,650 $10.7 Million
Q1 2023

May 15, 2023
BUY
$117.74 - $138.93 $1.16 Million - $1.37 Million
9,883 Added 19.54%
60,470 $8.4 Million
Q4 2022

Feb 10, 2023
BUY
$117.55 - $131.34 $929,467 - $1.04 Million
7,907 Added 18.53%
50,587 $6.1 Million
Q3 2022

Nov 10, 2022
BUY
$119.49 - $146.95 $1.58 Million - $1.95 Million
13,239 Added 44.97%
42,680 $5.1 Million
Q2 2022

Aug 05, 2022
BUY
$120.18 - $161.96 $2.59 Million - $3.49 Million
21,579 Added 274.47%
29,441 $3.69 Million
Q1 2022

Aug 05, 2022
BUY
$141.01 - $175.1 $1.11 Million - $1.38 Million
7,862 New
7,862 $1.25 Million

Others Institutions Holding IWY

# of Institutions
530
Shares Held
49.9M
Call Options Held
12.3K
Put Options Held
5.1K
View Full List

About ISHARES TR RUSSELL 200 GROWTH

IWY Quotes by TradingView
  • Ticker IWY
  • Sector ETFs
  • Industry ETFs
More about IWY
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