Forum Financial Management, LP Ishares S&P 500 Value ETF Transaction History

Forum Financial Management, LP

$5.76 Billion
Q2 2025

A detailed history of Forum Financial Management, LP transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Forum Financial Management, LP holds 8,212 shares of IVE stock, worth $1.63 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

8,212

Previous 8,212 -0.0%

Holding current value

$1.63 Million

Previous $1.57 Million 2.49%

% of portfolio

0.03%

Previous 0.03%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	SELL	$185.78 - $198.58 $51,275 - $54,808	-276 Reduced 3.25%	8,212 $1.57 Million
Q4 2024 Feb 13, 2025	SELL	$189.5 - $206.17 $18,381 - $19,998	-97 Reduced 1.13%	8,488 $1.62 Million
Q2 2024 Jul 30, 2024	BUY	$176.58 - $186.7 $13,243 - $14,002	75 Added 0.88%	8,585 $1.56 Million
Q1 2024 May 09, 2024	SELL	$171.09 - $186.81 $12,831 - $14,010	-75 Reduced 0.87%	8,510 $1.59 Million
Q4 2023 Feb 07, 2024	SELL	$147.64 - $174.21 $35,876 - $42,333	-243 Reduced 2.75%	8,585 $1.49 Million
Q1 2023 Apr 19, 2023	SELL	$144.21 - $159.47 $107,436 - $118,805	-745 Reduced 7.78%	8,828 $1.34 Million
Q4 2022 Jan 24, 2023	SELL	$129.68 - $151.79 $51,872 - $60,716	-400 Reduced 4.01%	9,573 $0
Q3 2022 Nov 07, 2022	BUY	$128.52 - $150.96 $13,623 - $16,001	106 Added 1.07%	9,973 $1.28 Million
Q2 2022 Aug 15, 2022	SELL	$133.27 - $158.52 $25,854 - $30,752	-194 Reduced 1.93%	9,867 $1.36 Million
Q1 2022 May 16, 2022	BUY	$147.46 - $159.06 $137,875 - $148,721	935 Added 10.25%	10,061 $1.57 Million
Q4 2021 Feb 18, 2022	BUY	$145.8 - $156.8 $1.33 Million - $1.43 Million	9,126 New	9,126 $1.43 Million

Others Institutions Holding IVE

# of Institutions

1,713

Shares Held

161M

Call Options Held

124K

Put Options Held

51.5K

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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Forum Financial Management, LP Ishares S&P 500 Value ETF Transaction History