Ownership history in Forum Private Client Group LLC · 14 quarters on record
This page tracks every 13F SEC filing in which Forum Private Client Group LLC reported a position in ISHARES TR (IUSB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 336,479 | +15,431 | +4.8% | 5.34% | $15.7M | $46.22 |
| 2025 Q3 | ADDED | 321,048 | +5,335 | +1.7% | 5.34% | $15.0M | $45.75 |
| 2025 Q2 | ADDED | 315,713 | +14,209 | +4.7% | 5.63% | $14.6M | $44.80 |
| 2025 Q1 | ADDED | 301,504 | +11,720 | +4.0% | 6.03% | $13.9M | $44.18 |
| 2024 Q4 | ADDED | 289,784 | +13,247 | +4.8% | 5.83% | $13.1M | $43.04 |
| 2024 Q3 | ADDED | 276,537 | +12,851 | +4.9% | 5.79% | $13.0M | $44.26 |
| 2024 Q2 | ADDED | 263,686 | +7,882 | +3.1% | 5.67% | $11.9M | $42.05 |
| 2024 Q1 | ADDED | 255,804 | +15,112 | +6.3% | 5.64% | $11.7M | $41.97 |
| 2023 Q4 | ADDED | 240,692 | +28,460 | +13.4% | 5.79% | $11.1M | $42.15 |
| 2023 Q2 | ADDED | 212,232 | +19,925 | +10.4% | 5.53% | $9.7M | $40.72 |
As of 2025 Q4 — sorted by position size