Forum Financial Management, LP Ishares Core S&P Mid Cap ETF Transaction History

Forum Financial Management, LP

$5.05 Billion
Q4 2024

A detailed history of Forum Financial Management, LP transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Forum Financial Management, LP holds 5,612 shares of IJH stock, worth $326,674. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,612

Previous 5,612 -0.0%

Holding current value

$326,674

Previous $349,000 -0.0%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$61.68 - $67.87 $42,189 - $46,423	-684 Reduced 10.86%	5,612 $349,000
Q3 2024 Oct 29, 2024	BUY	$57.32 - $62.65 $22,985 - $25,122	401 Added 6.8%	6,296 $392,000
Q2 2024 Jul 30, 2024	BUY	$56.43 - $60.79 $72,173 - $77,750	1,279 Added 27.71%	5,895 $344,000
Q1 2024 May 09, 2024	BUY	$56.98 - $284.98 $211,965 - $1.06 Million	3,720 Added 415.18%	4,616 $280,000
Q4 2023 Feb 07, 2024	BUY	$232.04 - $279.85 $7,657 - $9,235	33 Added 3.82%	896 $248,000
Q3 2023 Nov 03, 2023	SELL	$246.15 - $272.4 $3,199 - $3,541	-13 Reduced 1.48%	863 $215,000
Q2 2023 Jul 26, 2023	SELL	$240.22 - $261.48 $20,178 - $21,964	-84 Reduced 8.75%	876 $229,000
Q1 2023 Apr 19, 2023	BUY	$237.25 - $271.72 $227,760 - $260,851	960 New	960 $240,000

Others Institutions Holding IJH

# of Institutions

2,657

Shares Held

1.14B

Call Options Held

773K

Put Options Held

70.2K

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About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

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Forum Financial Management, LP Ishares Core S&P Mid Cap ETF Transaction History