Forum Financial Management, LP Ishares Msci Intl Quality Fact Transaction History

Forum Financial Management, LP

$6.44 Billion
Q3 2025

A detailed history of Forum Financial Management, LP transactions in Ishares Msci Intl Quality Fact stock. As of the latest transaction made, Forum Financial Management, LP holds 4,659 shares of IQLT stock, worth $208,257. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,659

Previous 4,645 0.3%

Holding current value

$208,257

Previous $200,000 2.5%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	BUY	$41.43 - $44.2 $580 - $618	14 Added 0.3%	4,659 $205,000
Q2 2025 Jul 30, 2025	BUY	$35.9 - $43.76 $166,755 - $203,265	4,645 New	4,645 $200,000
Q1 2024 May 09, 2024	SELL	$36.14 - $39.86 $4,589 - $5,062	-127 Reduced 1.44%	8,662 $343,000
Q4 2023 Feb 07, 2024	SELL	$32.36 - $37.66 $55,012 - $64,021	-1,700 Reduced 16.21%	8,789 $330,000
Q3 2023 Nov 03, 2023	SELL	$33.33 - $36.49 $10,698 - $11,713	-321 Reduced 2.97%	10,489 $352,000
Q1 2023 Apr 19, 2023	BUY	$32.56 - $35.41 $10,451 - $11,366	321 Added 3.06%	10,810 $381,000
Q3 2022 Nov 07, 2022	BUY	$27.52 - $33.12 $288,657 - $347,395	10,489 New	10,489 $291,000

Others Institutions Holding IQLT

# of Institutions

623

Shares Held

270M

Call Options Held

Put Options Held

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About ISHARES MSCI INTL QUALITY FACT

Ticker IQLT
Sector ETFs
Industry ETFs

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Forum Financial Management, LP Ishares Msci Intl Quality Fact Transaction History