Forum Private Client Group LLC Ishares Russell 1000 Val ETF Transaction History
Forum Private Client Group LLC
- $225 Billion
- Q3 2024
A detailed history of Forum Private Client Group LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Forum Private Client Group LLC holds 1,844 shares of IWD stock, worth $342,117. This represents 0.16% of its overall portfolio holdings.
Number of Shares
1,844
Previous 1,927
4.31%
Holding current value
$342,117
Previous $336 Million
4.1%
% of portfolio
0.16%
Previous 0.16%
Shares
9 transactions
Others Institutions Holding IWD
# of Institutions
1,716Shares Held
256MCall Options Held
606KPut Options Held
653K-
Bank Of America Corp Charlotte, NC49.4MShares$9.16 Billion0.79% of portfolio
-
Morgan Stanley New York, NY31.9MShares$5.91 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.2MShares$2.82 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.34MShares$1.73 Billion3.64% of portfolio
-
Jpmorgan Chase & CO New York, NY8.58MShares$1.59 Billion0.13% of portfolio