Forbes Financial Planning, Inc. Ishares S&P Smallcap 600 Value Transaction History

Forbes Financial Planning, Inc.

$116 Million
Q1 2024

A detailed history of Forbes Financial Planning, Inc. transactions in Ishares S&P Smallcap 600 Value stock. As of the latest transaction made, Forbes Financial Planning, Inc. holds 78,966 shares of IJS stock, worth $7.63 Million. This represents 7.0% of its overall portfolio holdings.

Number of Shares

78,966

Previous 78,891 0.1%

Holding current value

$7.63 Million

Previous $8.13 Million 0.21%

% of portfolio

7.0%

Previous 7.58%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 29, 2024	BUY	$95.88 - $102.78 $7,191 - $7,708	75 Added 0.1%	78,966 $8.11 Million
Q4 2023 Feb 13, 2024	SELL	$82.1 - $104.53 $89,489 - $113,937	-1,090 Reduced 1.36%	78,891 $8.13 Million
Q3 2023 Nov 07, 2023	BUY	$87.64 - $100.82 $80,102 - $92,149	914 Added 1.16%	79,981 $7.14 Million
Q2 2023 Aug 08, 2023	BUY	$87.59 - $95.56 $19,795 - $21,596	226 Added 0.29%	79,067 $7.52 Million
Q1 2023 May 04, 2023	BUY	$88.82 - $106.56 $1.47 Million - $1.76 Million	16,506 Added 26.48%	78,841 $7.38 Million

Q3 2022 Oct 21, 2022	BUY	N/A	6,352 Added 11.35%	62,335 $5.14 Million
Q2 2022 Aug 15, 2022	BUY	N/A	689 Added 1.25%	55,983 $4.98 Million
Q1 2022 May 13, 2022	BUY	N/A	762 Added 1.4%	55,294 $5.67 Million
Q4 2021 Feb 18, 2022	BUY	N/A	54,532 New	54,532 $5.7 Million

Others Institutions Holding IJS

# of Institutions

809

Shares Held

42.2M

Call Options Held

38.3K

Put Options Held

16K

View Full List

About ISHARES S&P SMALLCAP 600 VALUE

Ticker IJS
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Forbes Financial Planning, Inc. Ishares S&P Smallcap 600 Value Transaction History