Forum Financial Management, LP Ishares Russell Mid Cap ETF Transaction History

Forum Financial Management, LP

  • $5.76 Billion
  • Q2 2025

A detailed history of Forum Financial Management, LP transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Forum Financial Management, LP holds 6,096 shares of IWR stock, worth $574,913. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,096
Previous 6,096 -0.0%
Holding current value
$574,913
Previous $518,000 8.11%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024
SELL
$75.37 - $84.09 $25,022 - $27,917
-332 Reduced 5.16%
6,096 $512,000
Q4 2023

Feb 07, 2024
SELL
$64.84 - $78.27 $33,651 - $40,622
-519 Reduced 7.47%
6,428 $499,000
Q2 2023

Jul 26, 2023
SELL
$67.49 - $73.03 $215,967 - $233,696
-3,200 Reduced 31.54%
6,947 $507,000
Q4 2021

Feb 18, 2022
BUY
$78.41 - $85.28 $795,626 - $865,336
10,147 New
10,147 $842,000

Others Institutions Holding IWR

# of Institutions
1,571
Shares Held
371M
Call Options Held
151K
Put Options Held
30.8K
View Full List

About ISHARES RUSSELL MID-CAP ETF

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