Forum Financial Management, LP Ishares Russell2000 Val ETF Transaction History

Forum Financial Management, LP

  • $5.05 Billion
  • Q4 2024

A detailed history of Forum Financial Management, LP transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Forum Financial Management, LP holds 3,105 shares of IWN stock, worth $434,917. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,105
Previous 3,105 -0.0%
Holding current value
$434,917
Previous $509,000 -0.0%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$162.69 - $181.35 $70,119 - $78,161
431 Added 16.12%
3,105 $509,000
Q3 2024

Oct 29, 2024
BUY
$150.05 - $171.34 $900 - $1,028
6 Added 0.22%
2,674 $446,000
Q2 2024

Jul 30, 2024
BUY
$146.03 - $158.93 $730 - $794
5 Added 0.19%
2,668 $406,000
Q1 2024

May 09, 2024
BUY
$145.61 - $158.81 $582 - $635
4 Added 0.15%
2,663 $422,000
Q4 2023

Feb 07, 2024
SELL
$125.51 - $158.2 $214,120 - $269,889
-1,706 Reduced 39.08%
2,659 $413,000
Q2 2023

Jul 26, 2023
SELL
$128.93 - $142.33 $30,556 - $33,732
-237 Reduced 5.15%
4,365 $614,000
Q1 2023

Apr 19, 2023
BUY
$130.78 - $156.96 $30,733 - $36,885
235 Added 5.38%
4,602 $630,000
Q4 2022

Jan 24, 2023
BUY
$131.32 - $149.64 $4,858 - $5,536
37 Added 0.85%
4,367 $0
Q3 2022

Nov 07, 2022
BUY
$128.93 - $159.38 $386 - $478
3 Added 0.07%
4,330 $558,000
Q2 2022

Aug 15, 2022
BUY
$134.47 - $162.71 $672 - $813
5 Added 0.12%
4,327 $589,000
Q1 2022

May 16, 2022
BUY
$151.25 - $169.21 $2,873 - $3,214
19 Added 0.44%
4,322 $697,000
Q4 2021

Feb 18, 2022
BUY
$157.31 - $176.88 $676,904 - $761,114
4,303 New
4,303 $714,000

Others Institutions Holding IWN

# of Institutions
1,140
Shares Held
61.5M
Call Options Held
540K
Put Options Held
149K
View Full List

About ISHARES RUSSELL2000 VAL ETF

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