Forum Private Client Group LLC Ishares Trust Ishares 1 5 Year Transaction History

Forum Private Client Group LLC

$259 Billion
Q2 2025

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 15,251 shares of IGSB stock, worth $807,082. This represents 0.31% of its overall portfolio holdings.

Number of Shares

15,251

Previous 15,665 2.64%

Holding current value

$807,082

Previous $820 Million 1.92%

% of portfolio

0.31%

Previous 0.36%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	SELL	$51.68 - $52.76 $21,395 - $21,842	-414 Reduced 2.64%	15,251 $805 Million
Q1 2025 May 01, 2025	SELL	$51.52 - $52.37 $18,598 - $18,905	-361 Reduced 2.25%	15,665 $820 Million
Q4 2024 Feb 13, 2025	BUY	$51.54 - $52.55 $25,254 - $25,749	490 Added 3.15%	16,026 $829 Million
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

# of Institutions

1,078

Shares Held

394M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES 1-5 YEAR

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Forum Private Client Group LLC Ishares Trust Ishares 1 5 Year Transaction History