Forum Private Client Group LLC Ishares S&P 500 Growth ETF Transaction History
Forum Private Client Group LLC
- $230 Billion
- Q1 2025
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 3,126 shares of IVW stock, worth $358,645. This represents 0.13% of its overall portfolio holdings.
Number of Shares
3,126
Previous 3,133
0.22%
Holding current value
$358,645
Previous $318 Million
8.77%
% of portfolio
0.13%
Previous 0.14%
Shares
10 transactions
Others Institutions Holding IVW
# of Institutions
2,069Shares Held
420MCall Options Held
196KPut Options Held
101K-
Envestnet Asset Management Inc45.4MShares$5.21 Billion1.53% of portfolio
-
Jpmorgan Chase & CO New York, NY43.8MShares$5.03 Billion0.32% of portfolio
-
Morgan Stanley New York, NY32.9MShares$3.78 Billion0.22% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.9MShares$2.17 Billion0.71% of portfolio
-
Bank Of America Corp Charlotte, NC18.8MShares$2.16 Billion0.14% of portfolio