Forthright Family Wealth Advisory LLC Ishares Core S&P Mid Cap ETF Transaction History
Forthright Family Wealth Advisory LLC
- $155 Billion
- Q2 2024
A detailed history of Forthright Family Wealth Advisory LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 4,550 shares of IJH stock, worth $303,394. This represents 0.17% of its overall portfolio holdings.
Number of Shares
4,550
Previous 4,560
0.22%
Holding current value
$303,394
Previous $277 Million
3.87%
% of portfolio
0.17%
Previous 0.19%
Shares
2 transactions
Others Institutions Holding IJH
# of Institutions
2,463Shares Held
1.05BCall Options Held
888KPut Options Held
55.6K-
Northwestern Mutual Wealth Management CO107MShares$7.14 Billion5.95% of portfolio
-
Bank Of America Corp Charlotte, NC65.1MShares$4.34 Billion0.34% of portfolio
-
Wells Fargo & Company San Francisco, CA47.7MShares$3.18 Billion0.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC41.2MShares$2.75 Billion1.18% of portfolio
-
Jpmorgan Chase & CO New York, NY38.1MShares$2.54 Billion0.19% of portfolio