Forum Private Client Group LLC Ishares Tr Russell 200 ETF Transaction History

Forum Private Client Group LLC

  • $230 Billion
  • Q1 2025

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 4,528 shares of IWL stock, worth $659,548. This represents 0.27% of its overall portfolio holdings.

Number of Shares
4,528
Previous 4,523 0.11%
Holding current value
$659,548
Previous $655 Million 4.93%
% of portfolio
0.27%
Previous 0.29%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 01, 2025
BUY
$135.83 - $151.73 $679 - $758
5 Added 0.11%
4,528 $622 Million
Q4 2024

Feb 13, 2025
BUY
$138.92 - $149.97 $48,899 - $52,789
352 Added 8.44%
4,523 $655 Million
Q3 2024

Nov 12, 2024
SELL
$126.32 - $140.44 $36,759 - $40,868
-291 Reduced 6.52%
4,171 $586 Million
Q2 2024

Aug 13, 2024
SELL
$120.51 - $134.58 $19,402 - $21,667
-161 Reduced 3.48%
4,462 $598 Million
Q1 2024

May 15, 2024
SELL
$113.2 - $127.12 $56,939 - $63,941
-503 Reduced 9.81%
4,623 $588 Million
Q4 2023

Jan 19, 2024
BUY
$99.76 - $115.49 $511,369 - $592,001
5,126 New
5,126 $590 Million
Q2 2023

Aug 02, 2023
SELL
$96.37 - $106.64 $105,814 - $117,090
-1,098 Reduced 15.98%
5,771 $615,000
Q1 2023

May 15, 2023
SELL
$89.07 - $98.04 $27,611 - $30,392
-310 Reduced 4.32%
6,869 $668,000
Q4 2022

Feb 10, 2023
SELL
$84.55 - $96.02 $124,626 - $141,533
-1,474 Reduced 17.03%
7,179 $645,000
Q3 2022

Nov 10, 2022
SELL
$84.9 - $102.29 $342,911 - $413,149
-4,039 Reduced 31.82%
8,653 $735,000
Q2 2022

Aug 05, 2022
BUY
$86.81 - $109.4 $2,430 - $3,063
28 Added 0.22%
12,692 $1.14 Million
Q1 2022

Aug 05, 2022
BUY
$99.32 - $114.92 $1.26 Million - $1.46 Million
12,664 New
12,664 $1.37 Million

Others Institutions Holding IWL

# of Institutions
205
Shares Held
8.2M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR RUSSELL 200 ETF

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