Forum Financial Management, LP Ishares Russell 3000 ETF Transaction History

Forum Financial Management, LP

  • $6.66 Billion
  • Q4 2025

A detailed history of Forum Financial Management, LP transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Forum Financial Management, LP holds 1,857 shares of IWV stock, worth $706,625. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,857
Previous 1,710 8.6%
Holding current value
$706,625
Previous $647,000 9.12%
% of portfolio
0.01%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 27, 2026
BUY
$371.33 - $389.89 $54,585 - $57,313
147 Added 8.6%
1,857 $706,000
Q3 2025

Oct 24, 2025
BUY
$351.04 - $379.81 $24,923 - $26,966
71 Added 4.33%
1,710 $647,000
Q2 2025

Jul 30, 2025
BUY
$281.67 - $351.0 $1,408 - $1,755
5 Added 0.31%
1,639 $575,000
Q1 2025

May 02, 2025
SELL
$313.1 - $349.83 $1,252 - $1,399
-4 Reduced 0.24%
1,634 $519,000
Q4 2024

Feb 13, 2025
BUY
$323.08 - $349.08 $3,876 - $4,188
12 Added 0.74%
1,638 $547,000
Q3 2024

Oct 29, 2024
BUY
$294.75 - $326.73 $13,263 - $14,702
45 Added 2.85%
1,626 $531,000
Q2 2024

Jul 30, 2024
BUY
$283.16 - $309.9 $849 - $929
3 Added 0.19%
1,581 $488,000
Q1 2024

May 09, 2024
BUY
$268.36 - $300.08 $3,220 - $3,600
12 Added 0.77%
1,578 $473,000
Q4 2023

Feb 07, 2024
BUY
$234.36 - $274.87 $367,007 - $430,446
1,566 New
1,566 $428,000
Q4 2022

Jan 24, 2023
BUY
$206.89 - $235.47 $196,959 - $224,167
952 New
952 $0
Q2 2022

Aug 15, 2022
SELL
$210.65 - $265.31 $52,241 - $65,796
-248 Reduced 20.36%
970 $211,000
Q1 2022

May 16, 2022
BUY
$242.02 - $279.09 $22,991 - $26,513
95 Added 8.46%
1,218 $319,000
Q4 2021

Feb 18, 2022
BUY
$254.66 - $279.11 $285,983 - $313,440
1,123 New
1,123 $312,000

Others Institutions Holding IWV

# of Institutions
956
Shares Held
26.8M
Call Options Held
22K
Put Options Held
5.3K
View Full List

About ISHARES RUSSELL 3000 ETF

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