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 $16.3 Million. This represents 7.04% of its overall portfolio holdings.

Number of Shares

67,219

Previous 68,899 2.44%

Holding current value

$16.3 Million

Previous $15.2 Billion 4.31%

% of portfolio

7.04%

Previous 6.73%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$216.72 - $244.71 $364,089 - $411,112	-1,680 Reduced 2.44%	67,219 $15.8 Billion
Q3 2024 Nov 12, 2024	SELL	$194.66 - $225.97 $159,426 - $185,069	-819 Reduced 1.17%	68,899 $15.2 Billion
Q2 2024 Aug 13, 2024	SELL	$183.56 - $216.15 $162,450 - $191,292	-885 Reduced 1.25%	69,718 $15 Billion
Q1 2024 May 15, 2024	BUY	$170.38 - $196.82 $220,642 - $254,881	1,295 Added 1.87%	70,603 $13.8 Billion
Q4 2023 Jan 19, 2024	BUY	$149.01 - $175.92 $10.3 Million - $12.2 Million	69,308 New	69,308 $12.1 Billion
Q2 2023 Aug 02, 2023	BUY	$136.24 - $158.56 $978,203 - $1.14 Million	7,180 Added 11.87%	67,650 $10.7 Million
Q1 2023 May 15, 2023	BUY	$117.74 - $138.93 $1.16 Million - $1.37 Million	9,883 Added 19.54%	60,470 $8.4 Million
Q4 2022 Feb 10, 2023	BUY	$117.55 - $131.34 $929,467 - $1.04 Million	7,907 Added 18.53%	50,587 $6.1 Million
Q3 2022 Nov 10, 2022	BUY	$119.49 - $146.95 $1.58 Million - $1.95 Million	13,239 Added 44.97%	42,680 $5.1 Million
Q2 2022 Aug 05, 2022	BUY	$120.18 - $161.96 $2.59 Million - $3.49 Million	21,579 Added 274.47%	29,441 $3.69 Million
Q1 2022 Aug 05, 2022	BUY	$141.01 - $175.1 $1.11 Million - $1.38 Million	7,862 New	7,862 $1.25 Million

Others Institutions Holding IWY

# of Institutions

602

Shares Held

57.6M

Call Options Held

10.4K

Put Options Held

4.8K

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About ISHARES TR RUSSELL 200 GROWTH

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