Forum Financial Management, LP Ishares Dj Us Tech ETF Transaction History
Forum Financial Management, LP
- $6.66 Billion
- Q4 2025
A detailed history of Forum Financial Management, LP transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Forum Financial Management, LP holds 1,096 shares of IYW stock, worth $218,279. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,096Holding current value
$218,279% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding IYW
# of Institutions
1,374Shares Held
66.9MCall Options Held
103KPut Options Held
183K-
Morgan Stanley New York, NY5.59MShares$1.11 Billion0.07% of portfolio
-
Bank Of America Corp Charlotte, NC4.41MShares$879 Million0.06% of portfolio
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Pgim Custom Harvest LLC Newark, NJ4.33MShares$862 Million13.06% of portfolio
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Lpl Financial LLC Fort Mill, SC3.6MShares$717 Million0.22% of portfolio
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Jpmorgan Chase & CO New York, NY3MShares$598 Million0.04% of portfolio