Forum Financial Management, LP Ishares Russell 2000 ETF Transaction History

Forum Financial Management, LP

  • $4.85 Billion
  • Q2 2024

A detailed history of Forum Financial Management, LP transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Forum Financial Management, LP holds 2,917 shares of IWM stock, worth $658,221. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,917
Previous 2,913 0.14%
Holding current value
$658,221
Previous $612,000 3.43%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 30, 2024
BUY
$192.84 - $209.44 $771 - $837
4 Added 0.14%
2,917 $591,000
Q1 2024

May 09, 2024
BUY
$189.48 - $210.3 $14,779 - $16,403
78 Added 2.75%
2,913 $612,000
Q4 2023

Feb 07, 2024
SELL
$162.21 - $204.82 $136,094 - $171,843
-839 Reduced 22.84%
2,835 $569,000
Q3 2023

Nov 03, 2023
BUY
$174.36 - $198.71 $97,292 - $110,880
558 Added 17.91%
3,674 $649,000
Q2 2023

Jul 26, 2023
BUY
$170.4 - $187.93 $34,932 - $38,525
205 Added 7.04%
3,116 $583,000
Q1 2023

Apr 19, 2023
BUY
$170.25 - $198.32 $35,241 - $41,052
207 Added 7.66%
2,911 $519,000
Q4 2022

Jan 24, 2023
BUY
$166.81 - $188.05 $16,681 - $18,805
100 Added 3.84%
2,704 $0
Q3 2022

Nov 07, 2022
BUY
$164.17 - $201.07 $5,581 - $6,836
34 Added 1.32%
2,604 $429,000
Q2 2022

Aug 15, 2022
BUY
$163.9 - $207.91 $35,402 - $44,908
216 Added 9.18%
2,570 $435,000
Q1 2022

May 16, 2022
SELL
$191.52 - $225.32 $1,340 - $1,577
-7 Reduced 0.3%
2,354 $483,000
Q4 2021

Feb 18, 2022
BUY
$212.12 - $242.56 $500,815 - $572,684
2,361 New
2,361 $525,000

Others Institutions Holding IWM

# of Institutions
2,547
Shares Held
294M
Call Options Held
232M
Put Options Held
363M
View Full List

About ISHARES RUSSELL 2000 ETF

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