Forum Private Client Group LLC Ishares Russell 2000 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 2000 ETF stock. As of the latest transaction made, Forum Private Client Group LLC holds 1,170 shares of IWM stock, worth $287,632. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,170
Previous 1,171 0.09%
Holding current value
$287,632
Previous $234 Million 8.08%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Aug 12, 2025
SELL
$174.82 - $215.79 $174 - $215
-1 Reduced 0.09%
1,170 $252 Million
Q1 2025

May 01, 2025
SELL
$198.1 - $229.79 $3,763 - $4,366
-19 Reduced 1.6%
1,171 $234 Million
Q4 2024

Feb 13, 2025
SELL
$216.13 - $242.4 $37,606 - $42,177
-174 Reduced 12.76%
1,190 $263 Million
Q3 2024

Nov 12, 2024
SELL
$200.87 - $224.6 $79,745 - $89,166
-397 Reduced 22.54%
1,364 $301 Million
Q2 2024

Aug 13, 2024
SELL
$192.84 - $209.44 $65,372 - $71,000
-339 Reduced 16.14%
1,761 $357 Million
Q1 2024

May 15, 2024
SELL
$189.48 - $210.3 $38,843 - $43,111
-205 Reduced 8.89%
2,100 $442 Million
Q4 2023

Jan 19, 2024
BUY
$162.21 - $204.82 $373,894 - $472,110
2,305 New
2,305 $463 Million
Q2 2023

Aug 02, 2023
SELL
$170.4 - $187.93 $32,376 - $35,706
-190 Reduced 6.68%
2,656 $497,000
Q1 2023

May 15, 2023
SELL
$170.25 - $198.32 $3,575 - $4,164
-21 Reduced 0.73%
2,846 $507,000
Q4 2022

Feb 10, 2023
BUY
$166.81 - $188.05 $9,841 - $11,094
59 Added 2.1%
2,867 $499,000
Q2 2022

Aug 05, 2022
BUY
$163.9 - $207.91 $150,951 - $191,485
921 Added 48.81%
2,808 $476,000
Q1 2022

Aug 05, 2022
BUY
$191.52 - $225.32 $361,398 - $425,178
1,887 New
1,887 $387,000

Others Institutions Holding IWM

# of Institutions
2,923
Shares Held
304M
Call Options Held
285M
Put Options Held
617M
View Full List

About ISHARES RUSSELL 2000 ETF

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