Forum Private Client Group LLC Ishares Core S&P Sm Cap ETF Transaction History

Forum Private Client Group LLC

$230 Billion
Q1 2025

A detailed history of Forum Private Client Group LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Forum Private Client Group LLC holds 11,229 shares of IJR stock, worth $1.2 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares

11,229

Previous 11,639 3.52%

Holding current value

$1.2 Million

Previous $1.34 Billion 12.44%

% of portfolio

0.51%

Previous 0.6%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	SELL	$102.49 - $119.96 $42,020 - $49,183	-410 Reduced 3.52%	11,229 $1.17 Billion
Q4 2024 Feb 13, 2025	BUY	$113.92 - $127.38 $50,010 - $55,919	439 Added 3.92%	11,639 $1.34 Billion
Q3 2024 Nov 12, 2024	SELL	$105.53 - $118.34 $97,931 - $109,819	-928 Reduced 7.65%	11,200 $1.31 Billion
Q2 2024 Aug 13, 2024	SELL	$102.13 - $110.88 $167,493 - $181,843	-1,640 Reduced 11.91%	12,128 $1.29 Billion
Q1 2024 May 15, 2024	SELL	$102.35 - $110.52 $60,591 - $65,427	-592 Reduced 4.12%	13,768 $1.52 Billion
Q4 2023 Jan 19, 2024	BUY	$87.61 - $110.11 $1.26 Million - $1.58 Million	14,360 New	14,360 $1.55 Billion
Q2 2023 Aug 02, 2023	SELL	$91.14 - $99.81 $73,094 - $80,047	-802 Reduced 4.46%	17,197 $1.71 Million
Q1 2023 May 15, 2023	SELL	$92.27 - $107.68 $206,869 - $241,418	-2,242 Reduced 11.08%	17,999 $1.74 Million
Q4 2022 Feb 10, 2023	SELL	$89.09 - $102.13 $33,765 - $38,707	-379 Reduced 1.84%	20,241 $1.92 Million
Q3 2022 Nov 10, 2022	SELL	$87.04 - $106.5 $31,421 - $38,446	-361 Reduced 1.72%	20,620 $1.8 Million
Q2 2022 Aug 05, 2022	BUY	$89.03 - $109.02 $411,763 - $504,217	4,625 Added 28.28%	20,981 $1.94 Million
Q1 2022 Aug 05, 2022	BUY	$102.32 - $116.69 $1.67 Million - $1.91 Million	16,356 New	16,356 $1.77 Million

Others Institutions Holding IJR

# of Institutions

2,816

Shares Held

548M

Call Options Held

533K

Put Options Held

389K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
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Forum Private Client Group LLC Ishares Core S&P Sm Cap ETF Transaction History