Forum Financial Management, LP Ishares Russell 2000 Gwt ETF Transaction History

Forum Financial Management, LP

$5.28 Billion
Q1 2025

A detailed history of Forum Financial Management, LP transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Forum Financial Management, LP holds 1,563 shares of IWO stock, worth $431,903. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,563

Previous 1,163 34.39%

Holding current value

$431,903

Previous $334,000 19.46%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$254.58 - $302.92 $101,832 - $121,168	400 Added 34.39%	1,563 $399,000
Q1 2024 May 09, 2024	SELL	$239.5 - $270.8 $228,483 - $258,343	-954 Reduced 45.06%	1,163 $314,000
Q4 2023 Feb 07, 2024	SELL	$204.07 - $257.57 $41,630 - $52,544	-204 Reduced 8.79%	2,117 $533,000
Q2 2023 Jul 26, 2023	SELL	$219.8 - $242.66 $9,011 - $9,949	-41 Reduced 1.74%	2,321 $563,000
Q1 2023 Apr 19, 2023	BUY	$212.51 - $245.01 $15,938 - $18,375	75 Added 3.28%	2,362 $535,000
Q4 2022 Jan 24, 2023	BUY	$205.84 - $231.03 $617 - $693	3 Added 0.13%	2,287 $0
Q3 2022 Nov 07, 2022	BUY	$202.93 - $248.43 $9,740 - $11,924	48 Added 2.15%	2,284 $472,000
Q1 2022 May 16, 2022	BUY	$234.1 - $296.68 $4,213 - $5,340	18 Added 0.81%	2,236 $571,000
Q4 2021 Feb 18, 2022	BUY	$280.02 - $327.35 $621,084 - $726,062	2,218 New	2,218 $650,000

Others Institutions Holding IWO

# of Institutions

1,090

Shares Held

33.2M

Call Options Held

40.4K

Put Options Held

33.2K

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About ISHARES RUSSELL 2000 GWT ETF

Ticker IWO
Sector ETFs
Industry ETFs

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Forum Financial Management, LP Ishares Russell 2000 Gwt ETF Transaction History