Forum Private Client Group LLC Ishares Tr Russell 200 Growth Transaction History
Forum Private Client Group LLC
- $225 Billion
- Q4 2024
A detailed history of Forum Private Client Group LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Forum Private Client Group LLC holds 67,219 shares of IWY stock, worth $16 Million. This represents 7.04% of its overall portfolio holdings.
Number of Shares
67,219
Previous 68,899
2.44%
Holding current value
$16 Million
Previous $15.2 Billion
4.31%
% of portfolio
7.04%
Previous 6.73%
Shares
11 transactions
Others Institutions Holding IWY
# of Institutions
589Shares Held
52.9MCall Options Held
10.4KPut Options Held
4.8K-
Tiaa Trust, National Association Charlotte, NC6.25MShares$1.49 Billion4.46% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.41 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.37MShares$1.28 Billion4.54% of portfolio
-
First Citizens Bank & Trust CO5.05MShares$1.2 Billion18.48% of portfolio
-
Envestnet Asset Management Inc2.79MShares$665 Million0.22% of portfolio