Forum Private Client Group LLC Sells in Q3 2024

Forum Private Client Group LLC

  • $225 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-32.2K
- 12.57%
$49.77 - $51.95 $1.6M - $1.67M
224K $11.6B
LLY
Eli Lilly & CO

Healthcare
-510
- 7.84%
$772.14 - $960.02 $394K - $490K
6K $5.31B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-5.68K
- 11.27%
$71.45 - $75.64 $406K - $429K
44.7K $3.36B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-3.99K
- 13.7%
$83.76 - $91.82 $334K - $366K
25.1K $2.29B
DFAR
Dimensional ETF Tr Dimensional

ETFs
-19.1K
- 19.83%
$21.91 - $26.03 $419K - $498K
77.3K $1.98B
VUG
Vanguard Growth ETF

ETFs
-458
- 5.16%
$341.08 - $391.94 $156K - $180K
8.41K $3.23B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-1.1K
- 15.97%
$81.31 - $83.29 $89.1K - $91.3K
5.77K $479M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-1.78K
- 19.65%
$39.37 - $41.68 $69.9K - $74K
7.26K $300M
IWM
Ishares Russell 2000 ETF

ETFs
-397
- 22.54%
$200.87 - $224.6 $79.7K - $89.2K
1.36K $301M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-368
- 3.28%
$285.48 - $330.24 $105K - $122K
10.8K $3.49B
VTV
Vanguard Value ETF

ETFs
-266
- 16.8%
$159.75 - $174.57 $42.5K - $46.4K
1.32K $230M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-987
- 13.46%
$69.31 - $77.34 $68.4K - $76.3K
6.35K $487M
IWR
Ishares Russell Mid Cap ETF

ETFs
-871
- 11.11%
$79.92 - $88.19 $69.6K - $76.8K
6.97K $615M
DFAU
Dimensional ETF Tr

ETFs
-2.64K
- 6.84%
$35.8 - $39.69 $94.6K - $105K
36K $1.43B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-2.45K
- 4.42%
$96.25 - $101.98 $235K - $249K
52.9K $5.35B
IWL
Ishares Tr Russell 200 ETF

ETFs
-291
- 6.52%
$126.32 - $140.44 $36.8K - $40.9K
4.17K $586M
ELV
Elevance Health, Inc.

Healthcare
-2
- 0.46%
$500.12 - $562.29 $1K - $1.12K
432 $225M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-490
- 3.06%
$51.02 - $52.74 $25K - $25.8K
15.5K $818M
IVW
Ishares S&P 500 Growth ETF

ETFs
-36
- 1.12%
$84.77 - $97.13 $3.05K - $3.5K
3.17K $303M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-70
- 4.42%
$475.2 - $527.7 $33.3K - $36.9K
1.52K $799M
VB
Vanguard Small Cap ETF

ETFs
-82
- 5.13%
$214.77 - $237.72 $17.6K - $19.5K
1.52K $359M
IWD
Ishares Russell 1000 Val ETF

ETFs
-83
- 4.31%
$173.36 - $189.8 $14.4K - $15.8K
1.84K $350M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-337
- 4.22%
$75.32 - $84.37 $25.4K - $28.4K
7.66K $640M
VNQ
Vanguard Specialized Funds Van

ETFs
-291
- 9.29%
$82.97 - $98.97 $24.1K - $28.8K
2.84K $277M
JNJ
Johnson & Johnson

Healthcare
-40
- 2.87%
$145.48 - $167.38 $5.82K - $6.7K
1.36K $220M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-928
- 7.65%
$105.53 - $118.34 $97.9K - $110K
11.2K $1.31B
RDVY
First Trust Rising Dividend Ac

ETFs
-2
- 0.05%
$53.68 - $59.24 $107 - $118
4.02K $238M
JPM
Jpmorgan Chase & CO

Financial Services
-4
- 0.18%
$194.9 - $224.8 $780 - $899
2.18K $459M
VCIT
Vanguard Intermediate Term Cor

ETFs
-471
- 3.01%
$79.29 - $84.02 $37.3K - $39.6K
15.2K $1.27B
SPY
Spdr S&P 500 ETF Trust

ETFs
-4
- 0.51%
$517.38 - $573.86 $2.07K - $2.3K
779 $447M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-23
- 0.58%
$332.02 - $382.76 $7.64K - $8.8K
3.92K $1.47B
DFUS
Dimensional ETF Tr U S Equity

ETFs
-122
- 0.92%
$56.04 - $62.2 $6.84K - $7.59K
13.1K $816M
VIG
Vanguard Dividend Appreciation

ETFs
-2.24K
- 7.21%
$182.15 - $182.15 $407K - $407K
28.8K $5.7B
VOE
Vanguard Mid Cap Value Index F

ETFs
-21
- 0.84%
$149.02 - $167.67 $3.13K - $3.52K
2.48K $416M
KR
Kroger CO

Consumer Defensive
-121
- 1.91%
$50.43 - $57.3 $6.1K - $6.93K
6.22K $356M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-388
- 4.68%
$95.81 - $109.03 $37.2K - $42.3K
7.9K $850M
AAPL
Apple Inc.

Technology
-16
- 0.6%
$207.23 - $234.82 $3.32K - $3.76K
2.67K $622M
T
At&T Inc.

Communication Services
-65
- 0.25%
$18.21 - $22.28 $1.18K - $1.45K
26.3K $578M
IWY
Ishares Tr Russell 200 Growth

ETFs
-819
- 1.17%
$194.66 - $225.97 $159K - $185K
68.9K $15.2B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-346
- 0.48%
$57.32 - $62.65 $19.8K - $21.7K
72.4K $4.51B
Activity Summary
Buys All Purchases 28 New Holdings 1 Increased Positions 27 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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