Forum Financial Management, LP Ishares Core S&P Sm Cap ETF Transaction History

Forum Financial Management, LP

$5.05 Billion
Q4 2024

A detailed history of Forum Financial Management, LP transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Forum Financial Management, LP holds 3,748 shares of IJR stock, worth $394,926. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,748

Previous 3,748 -0.0%

Holding current value

$394,926

Previous $431,000 -0.0%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$113.92 - $127.38 $125,312 - $140,118	1,100 Added 41.54%	3,748 $431,000
Q3 2024 Oct 29, 2024	BUY	$105.53 - $118.34 $41,684 - $46,744	395 Added 17.53%	2,648 $309,000
Q2 2024 Jul 30, 2024	SELL	$102.13 - $110.88 $5.06 Million - $5.5 Million	-49,559 Reduced 95.65%	2,253 $240,000
Q1 2024 May 09, 2024	BUY	$102.35 - $110.52 $5.11 Million - $5.52 Million	49,925 Added 2645.73%	51,812 $5.73 Million
Q4 2023 Feb 07, 2024	SELL	$87.61 - $110.11 $58,348 - $73,333	-666 Reduced 26.09%	1,887 $204,000
Q3 2023 Nov 03, 2023	BUY	$92.9 - $105.16 $17,651 - $19,980	190 Added 8.04%	2,553 $240,000
Q2 2023 Jul 26, 2023	BUY	$91.14 - $99.81 $215,363 - $235,851	2,363 New	2,363 $235,000
Q2 2022 Aug 15, 2022	BUY	$89.03 - $109.02 $201,920 - $247,257	2,268 New	2,268 $210,000

Others Institutions Holding IJR

# of Institutions

2,834

Shares Held

537M

Call Options Held

877K

Put Options Held

272K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

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Forum Financial Management, LP Ishares Core S&P Sm Cap ETF Transaction History