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

Forum Financial Management, LP

  • $5.76 Billion
  • Q2 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 1,566 shares of IWO stock, worth $456,551. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,566
Previous 1,563 0.19%
Holding current value
$456,551
Previous $399,000 12.03%
% of portfolio
0.01%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025
BUY
$224.16 - $285.86 $672 - $857
3 Added 0.19%
1,566 $447,000
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
1,100
Shares Held
33M
Call Options Held
39.4K
Put Options Held
28K
View Full List

About ISHARES RUSSELL 2000 GWT ETF

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