Forum Financial Management, LP Ishares Russell2000 Val ETF Transaction History
Forum Financial Management, LP
- $5.05 Billion
- Q4 2024
A detailed history of Forum Financial Management, LP transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Forum Financial Management, LP holds 3,105 shares of IWN stock, worth $475,375. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,105
Previous 3,105
-0.0%
Holding current value
$475,375
Previous $509,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
12 transactions
Others Institutions Holding IWN
# of Institutions
1,150Shares Held
60.4MCall Options Held
540KPut Options Held
149K-
Bank Of America Corp Charlotte, NC6.72MShares$1.03 Billion0.09% of portfolio
-
Morgan Stanley New York, NY5.48MShares$839 Million0.06% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.74MShares$419 Million1.36% of portfolio
-
Jones Financial Companies Lllp2.73MShares$418 Million0.43% of portfolio
-
Tiaa, Fsb St. Louis, MO2.5MShares$382 Million1.27% of portfolio