Forum Financial Management, LP Ishares Russell 1000 Val ETF Transaction History

Forum Financial Management, LP

  • $5.24 Billion
  • Q3 2024

A detailed history of Forum Financial Management, LP transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Forum Financial Management, LP holds 14,685 shares of IWD stock, worth $2.84 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
14,685
Previous 14,685 -0.0%
Holding current value
$2.84 Million
Previous $2.56 Million 8.78%
% of portfolio
0.05%
Previous 0.05%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
SELL
$169.4 - $179.05 $147,039 - $155,415
-868 Reduced 5.58%
14,685 $2.56 Million
Q1 2024

May 09, 2024
SELL
$161.84 - $179.11 $2,427 - $2,686
-15 Reduced 0.1%
15,553 $2.79 Million
Q4 2023

Feb 07, 2024
SELL
$143.69 - $165.7 $73,712 - $85,004
-513 Reduced 3.19%
15,568 $2.57 Million
Q3 2023

Nov 03, 2023
BUY
$151.73 - $163.56 $23,973 - $25,842
158 Added 0.99%
16,081 $2.44 Million
Q2 2023

Jul 26, 2023
BUY
$148.55 - $157.83 $117,800 - $125,159
793 Added 5.24%
15,923 $2.51 Million
Q1 2023

Apr 19, 2023
SELL
$145.2 - $161.56 $66,066 - $73,509
-455 Reduced 2.92%
15,130 $2.3 Million
Q4 2022

Jan 24, 2023
BUY
$136.78 - $158.99 $352,755 - $410,035
2,579 Added 19.83%
15,585 $0
Q3 2022

Nov 07, 2022
BUY
$135.99 - $161.15 $6,391 - $7,574
47 Added 0.36%
13,006 $1.77 Million
Q2 2022

Aug 15, 2022
BUY
$140.99 - $168.41 $32,286 - $38,565
229 Added 1.8%
12,959 $1.88 Million
Q1 2022

May 16, 2022
BUY
$157.15 - $170.51 $148,349 - $160,961
944 Added 8.01%
12,730 $2.11 Million
Q4 2021

Feb 18, 2022
BUY
$157.12 - $168.08 $1.85 Million - $1.98 Million
11,786 New
11,786 $1.98 Million

Others Institutions Holding IWD

# of Institutions
1,772
Shares Held
257M
Call Options Held
606K
Put Options Held
653K
View Full List

About ISHARES RUSSELL 1000 VAL ETF

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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