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

Forum Financial Management, LP

$5.28 Billion
Q1 2025

A detailed history of Forum Financial Management, LP transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Forum Financial Management, LP holds 15,345 shares of IWF stock, worth $6.11 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

15,345

Previous 18,268 16.0%

Holding current value

$6.11 Million

Previous $7.34 Million 24.48%

% of portfolio

0.1%

Previous 0.15%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	SELL	$360.07 - $417.26 $1.05 Million - $1.22 Million	-2,923 Reduced 16.0%	15,345 $5.54 Million
Q4 2024 Feb 13, 2025	SELL	$370.24 - $418.94 $153,279 - $173,441	-414 Reduced 2.22%	18,268 $7.34 Million
Q3 2024 Oct 29, 2024	BUY	$332.02 - $382.76 $138,120 - $159,228	416 Added 2.28%	18,682 $7.01 Million
Q2 2024 Jul 30, 2024	BUY	$316.15 - $367.33 $59,752 - $69,425	189 Added 1.05%	18,266 $6.66 Million
Q1 2024 May 09, 2024	SELL	$294.43 - $339.01 $418,090 - $481,394	-1,420 Reduced 7.28%	18,077 $6.09 Million
Q4 2023 Feb 07, 2024	SELL	$256.94 - $304.21 $72,457 - $85,787	-282 Reduced 1.43%	19,497 $5.91 Million
Q3 2023 Nov 03, 2023	SELL	$263.8 - $285.38 $8,705 - $9,417	-33 Reduced 0.17%	19,779 $5.26 Million
Q2 2023 Jul 26, 2023	SELL	$239.31 - $275.18 $52,169 - $59,989	-218 Reduced 1.09%	19,812 $5.45 Million
Q1 2023 Apr 19, 2023	SELL	$209.92 - $244.33 $39,045 - $45,445	-186 Reduced 0.92%	20,030 $4.89 Million
Q4 2022 Jan 24, 2023	BUY	$207.03 - $232.89 $844,268 - $949,725	4,078 Added 25.27%	20,216 $0
Q3 2022 Nov 07, 2022	SELL	$210.4 - $257.47 $23,144 - $28,321	-110 Reduced 0.68%	16,138 $3.4 Million
Q2 2022 Aug 15, 2022	BUY	$209.9 - $283.21 $26,867 - $36,250	128 Added 0.79%	16,248 $3.55 Million
Q1 2022 May 16, 2022	BUY	$246.62 - $307.78 $1,479 - $1,846	6 Added 0.04%	16,120 $4.48 Million
Q4 2021 Feb 18, 2022	BUY	$270.99 - $309.52 $4.37 Million - $4.99 Million	16,114 New	16,114 $4.92 Million

Others Institutions Holding IWF

# of Institutions

2,434

Shares Held

213M

Call Options Held

356K

Put Options Held

86.1K

View Full List

About ISHARES RUSSELL 1000 GR ETF

Ticker IWF
Sector ETFs
Industry ETFs

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