Forum Financial Management, LP Ishares Tr Transaction History

Forum Financial Management, LP

  • $4.85 Billion
  • Q2 2024

A detailed history of Forum Financial Management, LP transactions in Ishares Tr stock. As of the latest transaction made, Forum Financial Management, LP holds 42,306 shares of SHV stock, worth $4.68 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
42,306
Previous 32,007 32.18%
Holding current value
$4.68 Million
Previous $3.54 Million 32.11%
% of portfolio
0.1%
Previous 0.07%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
BUY
$110.04 - $110.51 $1.13 Million - $1.14 Million
10,299 Added 32.18%
42,306 $4.67 Million
Q1 2024

May 09, 2024
BUY
$110.11 - $110.57 $527,096 - $529,298
4,787 Added 17.59%
32,007 $3.54 Million
Q4 2023

Feb 07, 2024
SELL
$109.86 - $110.59 $190,277 - $191,541
-1,732 Reduced 5.98%
27,220 $3 Million
Q3 2023

Nov 03, 2023
SELL
$109.99 - $110.5 $96,461 - $96,908
-877 Reduced 2.94%
28,952 $3.2 Million
Q2 2023

Jul 26, 2023
BUY
$110.0 - $110.45 $1.28 Million - $1.28 Million
11,610 Added 63.72%
29,829 $3.29 Million
Q1 2023

Apr 19, 2023
BUY
$109.94 - $110.5 $2 Million - $2.01 Million
18,219 New
18,219 $2.01 Million

Others Institutions Holding SHV

# of Institutions
713
Shares Held
114M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

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