Forum Financial Management, LP Ishares Tr Transaction History

Forum Financial Management, LP

$5.05 Billion
Q4 2024

A detailed history of Forum Financial Management, LP transactions in Ishares Tr stock. As of the latest transaction made, Forum Financial Management, LP holds 31,184 shares of SHV stock, worth $3.44 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

31,184

Previous 31,184 -0.0%

Holding current value

$3.44 Million

Previous $3.43 Million -0.0%

% of portfolio

0.07%

Previous 0.07%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$109.92 - $110.57 $667,104 - $671,049	6,069 Added 24.16%	31,184 $3.43 Million
Q3 2024 Oct 29, 2024	SELL	$110.05 - $110.63 $1.89 Million - $1.9 Million	-17,191 Reduced 40.63%	25,115 $2.78 Million
Q2 2024 Jul 30, 2024	BUY	$110.04 - $110.51 $1.13 Million - $1.14 Million	10,299 Added 32.18%	42,306 $4.67 Million
Q1 2024 May 09, 2024	BUY	$110.11 - $110.57 $527,096 - $529,298	4,787 Added 17.59%	32,007 $3.54 Million
Q4 2023 Feb 07, 2024	SELL	$109.86 - $110.59 $190,277 - $191,541	-1,732 Reduced 5.98%	27,220 $3 Million
Q3 2023 Nov 03, 2023	SELL	$109.99 - $110.5 $96,461 - $96,908	-877 Reduced 2.94%	28,952 $3.2 Million
Q2 2023 Jul 26, 2023	BUY	$110.0 - $110.45 $1.28 Million - $1.28 Million	11,610 Added 63.72%	29,829 $3.29 Million
Q1 2023 Apr 19, 2023	BUY	$109.94 - $110.5 $2 Million - $2.01 Million	18,219 New	18,219 $2.01 Million

Others Institutions Holding SHV

# of Institutions

773

Shares Held

94.4M

Call Options Held

Put Options Held

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About ISHARES TR

Ticker SHV
Sector ETFs
Industry ETFs

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Forum Financial Management, LP Ishares Tr Transaction History