Forum Financial Management, LP Ishares S&P 500 Growth 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 Growth ETF stock. As of the latest transaction made, Forum Financial Management, LP holds 21,756 shares of IVW stock, worth $2.61 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

21,756

Previous 21,768 0.06%

Holding current value

$2.61 Million

Previous $2.02 Million 18.56%

% of portfolio

0.04%

Previous 0.04%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	SELL	$82.96 - $110.1 $995 - $1,321	-12 Reduced 0.06%	21,756 $2.4 Million
Q1 2025 May 02, 2025	SELL	$92.45 - $106.69 $4,622 - $5,334	-50 Reduced 0.23%	21,768 $2.02 Million
Q4 2024 Feb 13, 2025	SELL	$94.43 - $105.47 $20,869 - $23,308	-221 Reduced 1.0%	21,818 $2.22 Million
Q3 2024 Oct 29, 2024	SELL	$84.77 - $97.13 $5,340 - $6,119	-63 Reduced 0.29%	22,039 $2.11 Million
Q2 2024 Jul 30, 2024	BUY	$79.31 - $93.31 $33,151 - $39,003	418 Added 1.93%	22,102 $2.05 Million
Q1 2024 May 09, 2024	BUY	$72.87 - $85.14 $6,412 - $7,492	88 Added 0.41%	21,684 $1.83 Million
Q4 2023 Feb 07, 2024	SELL	$65.78 - $75.4 $62,227 - $71,328	-946 Reduced 4.2%	21,596 $1.62 Million
Q2 2023 Jul 26, 2023	SELL	$63.21 - $70.48 $17,509 - $19,522	-277 Reduced 1.21%	22,542 $1.59 Million
Q1 2023 Apr 19, 2023	SELL	$57.25 - $63.89 $15,629 - $17,441	-273 Reduced 1.18%	22,819 $1.46 Million
Q4 2022 Jan 24, 2023	BUY	$56.73 - $63.56 $7,261 - $8,135	128 Added 0.56%	23,092 $0
Q3 2022 Nov 07, 2022	BUY	$57.85 - $71.43 $18,049 - $22,286	312 Added 1.38%	22,964 $1.33 Million
Q1 2022 May 16, 2022	BUY	$68.33 - $84.32 $159,208 - $196,465	2,330 Added 11.47%	22,652 $1.73 Million
Q4 2021 Feb 18, 2022	BUY	$73.18 - $84.81 $1.49 Million - $1.72 Million	20,322 New	20,322 $1.7 Million

Others Institutions Holding IVW

# of Institutions

2,106

Shares Held

422M

Call Options Held

246K

Put Options Held

101K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Forum Financial Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Forum Financial Management, LP with notifications on news.

Account

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