Forum Private Client Group LLC Ishares Tr Russell 200 ETF Transaction History
Forum Private Client Group LLC
- $210 Billion
- Q2 2024
A detailed history of Forum Private Client Group LLC transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Forum Private Client Group LLC holds 4,462 shares of IWL stock, worth $623,966. This represents 0.28% of its overall portfolio holdings.
Number of Shares
4,462
Previous 4,623
3.48%
Holding current value
$623,966
Previous $588 Million
1.7%
% of portfolio
0.28%
Previous 0.28%
Shares
9 transactions
Others Institutions Holding IWL
# of Institutions
161Shares Held
7.21MCall Options Held
0Put Options Held
0-
Tompkins Financial Corp927KShares$130 Million13.02% of portfolio
-
Morgan Stanley New York, NY583KShares$81.5 Million0.01% of portfolio
-
Gilbert & Cook, Inc.483KShares$67.5 Million9.56% of portfolio
-
Bank Of America Corp Charlotte, NC405KShares$56.6 Million0.0% of portfolio
-
Mc Kinley Carter Wealth Services, Inc.394KShares$55.1 Million3.43% of portfolio