Forum Private Client Group LLC IXUS Holdings History
Forum Private Client Group LLC's iShares Core MSCI Total International Stock ETF Holding Summary
As of 2025-03-31, Forum Private Client Group LLC held 164,117.00 shares of iShares Core MSCI Total International Stock ETF(IXUS), totaling $11.46 Mil. This investment constitutes 4.97% of their stock portfolio, and Forum Private Client Group LLC now holds 0.03% of the outstanding iShares Core MSCI Total International Stock ETF(IXUS) stock.
The initial trade took place in 2022Q2. And since then Forum Private Client Group LLC has made 11 purchases of IXUS, at an average price of $61.32, for a total of 288,927.00 shares. In addition, there have been 1 sales at an average price of $62.36 for 124,810.00 shares. Based on historical transaction data and IXUS's current price of $76.93, Forum Private Client Group LLC's estimated gain on his IXUS holdings is $2.69 Mil, reflecting a 15.20% gain to date.
Forum Private Client Group LLC IXUS ($76.93) Holding Chart
Forum Private Client Group LLC IXUS ($76.93) 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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