A detailed history of Forum Private Client Group LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Forum Private Client Group LLC holds 3,169 shares of IVW stock, worth $325,646. This represents 0.13% of its overall portfolio holdings.

Number of Shares
3,169
Previous 3,205 1.12%
Holding current value
$325,646
Previous $297 Million 2.3%
% of portfolio
0.13%
Previous 0.14%

Shares

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

Nov 12, 2024

SELL
$84.77 - $97.13 $3,051 - $3,496
-36 Reduced 1.12%
3,169 $303 Million
Q2 2024

Aug 13, 2024

SELL
$79.31 - $93.31 $25,696 - $30,232
-324 Reduced 9.18%
3,205 $297 Million
Q1 2024

May 15, 2024

SELL
$72.87 - $85.14 $14,136 - $16,517
-194 Reduced 5.21%
3,529 $298 Million
Q4 2023

Jan 19, 2024

BUY
$65.78 - $75.4 $244,898 - $280,714
3,723 New
3,723 $280 Million
Q2 2023

Aug 02, 2023

BUY
$63.21 - $70.48 $316 - $352
5 Added 0.12%
4,262 $300,000
Q3 2022

Nov 10, 2022

SELL
$57.85 - $71.43 $404 - $500
-7 Reduced 0.16%
4,257 $246,000
Q2 2022

Aug 05, 2022

BUY
$58.13 - $77.8 $53,188 - $71,187
915 Added 27.32%
4,264 $257,000
Q1 2022

Aug 05, 2022

BUY
$68.33 - $84.32 $228,837 - $282,387
3,349 New
3,349 $256,000

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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