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

Forum Financial Management, LP

$5.24 Billion
Q3 2024

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 22,039 shares of IVW stock, worth $2.26 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

22,039

Previous 22,102 0.29%

Holding current value

$2.26 Million

Previous $2.05 Million 3.18%

% of portfolio

0.04%

Previous 0.04%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,824

Shares Held

417M

Call Options Held

355K

Put Options Held

454K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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