Forum Financial Management, LP Ishares Tr Russell 1000 ETF Transaction History

Forum Financial Management, LP

$6.44 Billion
Q3 2025

A detailed history of Forum Financial Management, LP transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Forum Financial Management, LP holds 6,719 shares of IWB stock, worth $2.47 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

6,719

Previous 6,719 -0.0%

Holding current value

$2.47 Million

Previous $2.28 Million 7.63%

% of portfolio

0.04%

Previous 0.04%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	SELL	$272.36 - $339.57 $31,866 - $39,729	-117 Reduced 1.71%	6,719 $2.28 Million
Q1 2025 May 02, 2025	BUY	$302.31 - $337.54 $35,370 - $39,492	117 Added 1.74%	6,836 $2.1 Million
Q4 2024 Feb 13, 2025	SELL	$311.11 - $335.64 $36,399 - $39,269	-117 Reduced 1.71%	6,719 $2.16 Million
Q3 2024 Oct 29, 2024	SELL	$283.28 - $314.39 $3,682 - $4,087	-13 Reduced 0.19%	6,836 $2.15 Million
Q2 2024 Jul 30, 2024	BUY	$272.21 - $298.72 $3,538 - $3,883	13 Added 0.19%	6,849 $2.04 Million

Q4 2023 Feb 07, 2024	SELL	$225.16 - $263.17 $31,072 - $36,317	-138 Reduced 1.98%	6,836 $1.79 Million
Q3 2023 Nov 03, 2023	BUY	$234.05 - $252.17 $28,086 - $30,260	120 Added 1.75%	6,974 $1.64 Million
Q2 2023 Jul 26, 2023	BUY	$221.85 - $243.74 $1.16 Million - $1.27 Million	5,212 Added 317.42%	6,854 $1.67 Million
Q4 2022 Jan 24, 2023	BUY	$196.94 - $224.49 $26,586 - $30,306	135 Added 8.96%	1,642 $0
Q3 2022 Nov 07, 2022	SELL	$197.33 - $237.63 $2,367 - $2,851	-12 Reduced 0.79%	1,507 $297,000
Q2 2022 Aug 15, 2022	BUY	$201.03 - $253.2 $2,412 - $3,038	12 Added 0.8%	1,519 $316,000
Q1 2022 May 16, 2022	SELL	$230.48 - $266.11 $5,762 - $6,652	-25 Reduced 1.63%	1,507 $376,000
Q4 2021 Feb 18, 2022	BUY	$241.33 - $266.02 $369,717 - $407,542	1,532 New	1,532 $405,000

Others Institutions Holding IWB

# of Institutions

1,631

Shares Held

98.5M

Call Options Held

65.9K

Put Options Held

60.7K

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

More about IWB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Forum Financial Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Forum Financial Management, LP with notifications on news.

Account

Forum Financial Management, LP Ishares Tr Russell 1000 ETF Transaction History