Forum Private Client Group LLC IVV Holdings History
Forum Private Client Group LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Forum Private Client Group LLC held 15,865.00 shares of iShares Core S&P 500 ETF(IVV), totaling $8.91 Mil. This investment constitutes 3.87% of their stock portfolio, and Forum Private Client Group LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2022Q2. And since then Forum Private Client Group LLC has made 11 purchases of IVV, at an average price of $439.18, for a total of 24,530.00 shares. In addition, there have been 1 sales at an average price of $447.30 for 8,665.00 shares. Based on historical transaction data and IVV's current price of $628.17, Forum Private Client Group LLC's estimated gain on his IVV holdings is $3.07 Mil, reflecting a 28.48% gain to date.
Forum Private Client Group LLC IVV ($628.17) Holding Chart
Forum Private Client Group LLC IVV ($628.17) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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