Forum Financial Management, LP Ishares Russell 2000 ETF Transaction History
Forum Financial Management, LP
- $5.24 Billion
- Q3 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 3,210 shares of IWM stock, worth $712,363. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,210
Previous 2,917
10.04%
Holding current value
$712,363
Previous $591,000
19.97%
% of portfolio
0.01%
Previous 0.01%
Shares
12 transactions
Others Institutions Holding IWM
# of Institutions
2,663Shares Held
308MCall Options Held
232MPut Options Held
524M-
Bank Of America Corp Charlotte, NC40.2MShares$8.91 Billion0.75% of portfolio
-
Goldman Sachs Group Inc New York, NY22.8MShares$5.06 Billion0.83% of portfolio
-
Morgan Stanley New York, NY18.1MShares$4.02 Billion0.3% of portfolio
-
Wells Fargo & Company San Francisco, CA18.1MShares$4.01 Billion0.92% of portfolio
-
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A611.9MShares$2.65 Billion6.48% of portfolio