Forum Private Client Group LLC Ishares S&P 500 Growth ETF Transaction History

Forum Private Client Group LLC

$225 Billion
Q4 2024

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 3,133 shares of IVW stock, worth $324,046. This represents 0.14% of its overall portfolio holdings.

Number of Shares

3,133

Previous 3,169 1.14%

Holding current value

$324,046

Previous $303 Million 4.83%

% of portfolio

0.14%

Previous 0.13%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$94.43 - $105.47 $3,399 - $3,796	-36 Reduced 1.14%	3,133 $318 Million
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

# of Institutions

1,999

Shares Held

428M

Call Options Held

183K

Put Options Held

101K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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Forum Private Client Group LLC Ishares S&P 500 Growth ETF Transaction History