Forum Financial Management, LP Ishares Tr Transaction History

Forum Financial Management, LP

  • $5.24 Billion
  • Q3 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 3,274 shares of IEFA stock, worth $230,129. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,274
Previous 3,801 13.86%
Holding current value
$230,129
Previous $276,000 7.61%
% of portfolio
0.0%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,003
Shares Held
1.43B
Call Options Held
164K
Put Options Held
52.1K
View Full List

About ISHARES TR

IEFA Quotes by TradingView
  • Ticker IEFA
  • Sector ETFs
  • Industry ETFs
More about IEFA
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