Forum Financial Management, LP Ishares Russell 1000 Gr 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 Gr ETF stock. As of the latest transaction made, Forum Financial Management, LP holds 18,682 shares of IWF stock, worth $7.61 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
18,682
Previous 18,266 2.28%
Holding current value
$7.61 Million
Previous $6.66 Million 5.32%
% of portfolio
0.13%
Previous 0.14%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024
BUY
$332.02 - $382.76 $138,120 - $159,228
416 Added 2.28%
18,682 $7.01 Million
Q2 2024

Jul 30, 2024
BUY
$316.15 - $367.33 $59,752 - $69,425
189 Added 1.05%
18,266 $6.66 Million
Q1 2024

May 09, 2024
SELL
$294.43 - $339.01 $418,090 - $481,394
-1,420 Reduced 7.28%
18,077 $6.09 Million
Q4 2023

Feb 07, 2024
SELL
$256.94 - $304.21 $72,457 - $85,787
-282 Reduced 1.43%
19,497 $5.91 Million
Q3 2023

Nov 03, 2023
SELL
$263.8 - $285.38 $8,705 - $9,417
-33 Reduced 0.17%
19,779 $5.26 Million
Q2 2023

Jul 26, 2023
SELL
$239.31 - $275.18 $52,169 - $59,989
-218 Reduced 1.09%
19,812 $5.45 Million
Q1 2023

Apr 19, 2023
SELL
$209.92 - $244.33 $39,045 - $45,445
-186 Reduced 0.92%
20,030 $4.89 Million
Q4 2022

Jan 24, 2023
BUY
$207.03 - $232.89 $844,268 - $949,725
4,078 Added 25.27%
20,216 $0
Q3 2022

Nov 07, 2022
SELL
$210.4 - $257.47 $23,144 - $28,321
-110 Reduced 0.68%
16,138 $3.4 Million
Q2 2022

Aug 15, 2022
BUY
$209.9 - $283.21 $26,867 - $36,250
128 Added 0.79%
16,248 $3.55 Million
Q1 2022

May 16, 2022
BUY
$246.62 - $307.78 $1,479 - $1,846
6 Added 0.04%
16,120 $4.48 Million
Q4 2021

Feb 18, 2022
BUY
$270.99 - $309.52 $4.37 Million - $4.99 Million
16,114 New
16,114 $4.92 Million

Others Institutions Holding IWF

# of Institutions
2,219
Shares Held
204M
Call Options Held
346K
Put Options Held
136K
View Full List

About ISHARES RUSSELL 1000 GR ETF

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