Forum Financial Management, LP Ishares Russell 2000 ETF Transaction History

Forum Financial Management, LP

$5.05 Billion
Q4 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 3,647 shares of IWM stock, worth $782,682. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,647

Previous 3,647 -0.0%

Holding current value

$782,682

Previous $805,000 -0.0%

% of portfolio

0.02%

Previous 0.02%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$216.13 - $242.4 $94,448 - $105,928	437 Added 13.61%	3,647 $805,000
Q3 2024 Oct 29, 2024	BUY	$200.87 - $224.6 $58,854 - $65,807	293 Added 10.04%	3,210 $709,000
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

2,938

Shares Held

302M

Call Options Held

213M

Put Options Held

497M

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About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

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Forum Financial Management, LP Ishares Russell 2000 ETF Transaction History