Forum Private Client Group LLC Ishares Russell Mid Cap ETF Transaction History

Forum Private Client Group LLC

  • $230 Billion
  • Q1 2025

A detailed history of Forum Private Client Group LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Forum Private Client Group LLC holds 5,746 shares of IWR stock, worth $516,507. This represents 0.21% of its overall portfolio holdings.

Number of Shares
5,746
Previous 5,986 4.01%
Holding current value
$516,507
Previous $529 Million 7.63%
% of portfolio
0.21%
Previous 0.24%

Shares

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

May 01, 2025
SELL
$82.81 - $92.93 $19,874 - $22,303
-240 Reduced 4.01%
5,746 $489 Million
Q4 2024

Feb 13, 2025
SELL
$87.25 - $95.52 $86,028 - $94,182
-986 Reduced 14.14%
5,986 $529 Million
Q3 2024

Nov 12, 2024
SELL
$79.92 - $88.19 $69,610 - $76,813
-871 Reduced 11.11%
6,972 $615 Million
Q2 2024

Aug 13, 2024
SELL
$78.66 - $83.59 $96,122 - $102,146
-1,222 Reduced 13.48%
7,843 $636 Million
Q1 2024

May 15, 2024
SELL
$75.37 - $84.09 $215,482 - $240,413
-2,859 Reduced 23.98%
9,065 $762 Million
Q4 2023

Jan 19, 2024
BUY
$64.84 - $78.27 $773,152 - $933,291
11,924 New
11,924 $927 Million
Q2 2023

Aug 02, 2023
SELL
$67.49 - $73.03 $30,775 - $33,301
-456 Reduced 3.08%
14,358 $1.05 Million
Q1 2023

May 15, 2023
SELL
$66.27 - $75.04 $23,790 - $26,939
-359 Reduced 2.37%
14,814 $1.04 Million
Q4 2022

Feb 10, 2023
BUY
$62.09 - $71.89 $16,453 - $19,050
265 Added 1.78%
15,173 $1.02 Million
Q2 2022

Aug 05, 2022
BUY
$62.75 - $78.76 $373,299 - $468,543
5,949 Added 66.4%
14,908 $964,000
Q1 2022

Aug 05, 2022
BUY
$72.29 - $82.89 $647,646 - $742,611
8,959 New
8,959 $699,000

Others Institutions Holding IWR

# of Institutions
1,539
Shares Held
382M
Call Options Held
151K
Put Options Held
164K
View Full List

About ISHARES RUSSELL MID-CAP ETF

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