Forum Financial Management, LP Ishares Tr Transaction History

Forum Financial Management, LP

$4.96 Billion
Q4 2024

A detailed history of Forum Financial Management, LP transactions in Ishares Tr stock. As of the latest transaction made, Forum Financial Management, LP holds 9,756 shares of IEFA stock, worth $741,456. This represents 0.01% of its overall portfolio holdings.

Number of Shares

9,756

Previous 3,274 197.98%

Holding current value

$741,456

Previous $255,000 168.63%

% of portfolio

0.01%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$70.06 - $77.43 $454,128 - $501,901	6,482 Added 197.98%	9,756 $685,000
Q3 2024 Oct 29, 2024	SELL	$70.09 - $78.74 $36,937 - $41,495	-527 Reduced 13.86%	3,274 $255,000
Q2 2024 Jul 30, 2024	BUY	$70.77 - $76.19 $21,443 - $23,085	303 Added 8.66%	3,801 $276,000
Q1 2024 May 09, 2024	BUY	$68.14 - $74.43 $2,861 - $3,126	42 Added 1.22%	3,498 $259,000
Q4 2023 Feb 07, 2024	BUY	$61.3 - $70.47 $211,852 - $243,544	3,456 New	3,456 $243,000
Q1 2023 Apr 19, 2023	BUY	$62.17 - $67.7 $223,314 - $243,178	3,592 New	3,592 $240,000
Q1 2022 May 16, 2022	SELL	$63.26 - $75.48 $182,315 - $217,533	-2,882 Closed	0 $0
Q4 2021 Feb 18, 2022	BUY	$72.36 - $77.76 $208,541 - $224,104	2,882 New	2,882 $215,000

Others Institutions Holding IEFA

# of Institutions

2,132

Shares Held

1.52B

Call Options Held

117K

Put Options Held

10.5K

View Full List

About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

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Forum Financial Management, LP Ishares Tr Transaction History