A detailed history of Forum Private Client Group LLC transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Forum Private Client Group LLC holds 15,536 shares of IGSB stock, worth $803,055. This represents 0.36% of its overall portfolio holdings.

Number of Shares
15,536
Previous 16,026 3.06%
Holding current value
$803,055
Previous $821 Million 0.37%
% of portfolio
0.36%
Previous 0.39%

Shares

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

Nov 12, 2024

SELL
$51.02 - $52.74 $24,999 - $25,842
-490 Reduced 3.06%
15,536 $818 Million
Q2 2024

Aug 13, 2024

SELL
$50.64 - $51.3 $206,763 - $209,457
-4,083 Reduced 20.3%
16,026 $821 Million
Q1 2024

May 15, 2024

SELL
$50.95 - $51.48 $430,425 - $434,903
-8,448 Reduced 29.58%
20,109 $1.03 Billion
Q4 2023

Jan 19, 2024

BUY
$49.4 - $51.28 $1.41 Million - $1.46 Million
28,557 New
28,557 $1.46 Billion
Q2 2023

Aug 02, 2023

SELL
$50.02 - $50.76 $52,821 - $53,602
-1,056 Reduced 2.91%
35,224 $1.77 Million
Q1 2023

May 15, 2023

BUY
$49.56 - $50.75 $26,514 - $27,151
535 Added 1.5%
36,280 $1.83 Million
Q4 2022

Feb 10, 2023

SELL
$48.63 - $50.19 $78,197 - $80,705
-1,608 Reduced 4.3%
35,745 $1.78 Million
Q3 2022

Nov 10, 2022

BUY
$49.08 - $51.27 $65,963 - $68,906
1,344 Added 3.73%
37,353 $1.84 Million
Q2 2022

Aug 05, 2022

BUY
$49.84 - $51.62 $228,018 - $236,161
4,575 Added 14.55%
36,009 $1.82 Million
Q1 2022

Aug 05, 2022

BUY
$51.49 - $53.86 $1.62 Million - $1.69 Million
31,434 New
31,434 $1.63 Million

Others Institutions Holding IGSB

About ISHARES TRUST ISHARES 1-5 YEAR


  • Ticker IGSB
  • Sector ETFs
  • Industry ETFs
More about IGSB
Track This Portfolio

Track Forum Private Client Group LLC Portfolio

Follow Forum Private Client Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Forum Private Client Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forum Private Client Group LLC with notifications on news.