Forum Financial Management, LP Ishares Russell 1000 Val ETF Transaction History
Forum Financial Management, LP
- $5.24 Billion
- Q3 2024
A detailed history of Forum Financial Management, LP transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Forum Financial Management, LP holds 14,685 shares of IWD stock, worth $2.75 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
14,685
Previous 14,685
-0.0%
Holding current value
$2.75 Million
Previous $2.56 Million
8.78%
% of portfolio
0.05%
Previous 0.05%
Shares
11 transactions
Others Institutions Holding IWD
# of Institutions
1,716Shares Held
256MCall Options Held
606KPut Options Held
653K-
Bank Of America Corp Charlotte, NC49.4MShares$9.25 Billion0.79% of portfolio
-
Morgan Stanley New York, NY31.9MShares$5.97 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.2MShares$2.85 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.34MShares$1.75 Billion3.64% of portfolio
-
Jpmorgan Chase & CO New York, NY8.58MShares$1.61 Billion0.13% of portfolio