Forum Private Client Group LLC Ishares Russell 2000 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 2000 ETF stock. As of the latest transaction made, Forum Private Client Group LLC holds 1,364 shares of IWM stock, worth $302,398. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,364
Previous 1,761 22.54%
Holding current value
$302,398
Previous $357 Million 15.67%
% of portfolio
0.13%
Previous 0.17%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,667
Shares Held
305M
Call Options Held
232M
Put Options Held
524M
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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