Forum Financial Management, LP Ishares Russell Mid Cap Growth Transaction History

Forum Financial Management, LP

  • $6.44 Billion
  • Q3 2025

A detailed history of Forum Financial Management, LP transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Forum Financial Management, LP holds 1,691 shares of IWP stock, worth $231,396. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,691
Previous 1,691 -0.0%
Holding current value
$231,396
Previous $234,000 2.56%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025
BUY
$104.34 - $138.68 $176,438 - $234,507
1,691 New
1,691 $234,000
Q4 2024

Feb 13, 2025
BUY
$116.4 - $138.52 $196,832 - $234,237
1,691 New
1,691 $214,000

Others Institutions Holding IWP

# of Institutions
1,325
Shares Held
127M
Call Options Held
167K
Put Options Held
267K
View Full List

About ISHARES RUSSELL MID-CAP GROWTH

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