Forum Private Client Group LLC Ishares Russell 1000 Val ETF Transaction History

Forum Private Client Group LLC

  • $259 Billion
  • Q2 2025

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 1,743 shares of IWD stock, worth $353,184. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,743
Previous 1,740 0.17%
Holding current value
$353,184
Previous $327 Million 3.4%
% of portfolio
0.13%
Previous 0.14%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
BUY
$166.82 - $194.23 $500 - $582
3 Added 0.17%
1,743 $339 Million
Q1 2025

May 01, 2025
SELL
$182.82 - $196.21 $28,337 - $30,412
-155 Reduced 8.18%
1,740 $327 Million
Q4 2024

Feb 13, 2025
BUY
$183.23 - $199.79 $9,344 - $10,189
51 Added 2.77%
1,895 $351 Million
Q3 2024

Nov 12, 2024
SELL
$173.36 - $189.8 $14,388 - $15,753
-83 Reduced 4.31%
1,844 $350 Million
Q2 2024

Aug 13, 2024
SELL
$169.4 - $179.05 $8,808 - $9,310
-52 Reduced 2.63%
1,927 $336 Million
Q1 2024

May 15, 2024
SELL
$161.84 - $179.11 $18,449 - $20,418
-114 Reduced 5.45%
1,979 $354 Million
Q4 2023

Jan 19, 2024
BUY
$143.69 - $165.7 $300,743 - $346,810
2,093 New
2,093 $346 Million
Q2 2023

Aug 02, 2023
SELL
$148.55 - $157.83 $6,833 - $7,260
-46 Reduced 1.8%
2,515 $396,000
Q1 2023

May 15, 2023
SELL
$145.2 - $161.56 $84,796 - $94,351
-584 Reduced 18.57%
2,561 $389,000
Q4 2022

Feb 10, 2023
BUY
$136.78 - $158.99 $141,293 - $164,236
1,033 Added 48.91%
3,145 $476,000
Q2 2022

Aug 05, 2022
BUY
$140.99 - $168.41 $15,085 - $18,019
107 Added 5.34%
2,112 $306,000
Q1 2022

Aug 05, 2022
BUY
$157.15 - $170.51 $315,085 - $341,872
2,005 New
2,005 $333,000

Others Institutions Holding IWD

# of Institutions
1,949
Shares Held
267M
Call Options Held
722K
Put Options Held
5.49M
View Full List

About ISHARES RUSSELL 1000 VAL ETF

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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