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 $2.17 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
22,039
Previous 22,102
0.29%
Holding current value
$2.17 Million
Previous $2.05 Million
3.18%
% of portfolio
0.04%
Previous 0.04%
Shares
10 transactions
Others Institutions Holding IVW
# of Institutions
1,816Shares Held
414MCall Options Held
355KPut Options Held
454K-
Envestnet Asset Management Inc46.5MShares$4.57 Billion1.47% of portfolio
-
Jpmorgan Chase & CO New York, NY44.1MShares$4.34 Billion0.35% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.28 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.83 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.7MShares$1.54 Billion0.69% of portfolio