Forbes Financial Planning, Inc. Ishares S&P Small Cap 600 Grow Transaction History

Forbes Financial Planning, Inc.

  • $139 Million
  • Q3 2024

A detailed history of Forbes Financial Planning, Inc. transactions in Ishares S&P Small Cap 600 Grow stock. As of the latest transaction made, Forbes Financial Planning, Inc. holds 20,111 shares of IJT stock, worth $2.86 Million. This represents 2.02% of its overall portfolio holdings.

Number of Shares
20,111
Previous 20,386 1.35%
Holding current value
$2.86 Million
Previous $2.62 Million 7.14%
% of portfolio
2.02%
Previous 2.06%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024
SELL
$127.29 - $141.5 $35,004 - $38,912
-275 Reduced 1.35%
20,111 $2.81 Million
Q2 2024

Jul 25, 2024
SELL
$121.57 - $132.2 $95,797 - $104,173
-788 Reduced 3.72%
20,386 $2.62 Million
Q1 2024

Apr 29, 2024
SELL
$119.97 - $130.73 $98,735 - $107,590
-823 Reduced 3.74%
21,174 $2.77 Million
Q4 2023

Feb 13, 2024
SELL
$103.08 - $127.26 $18,966 - $23,415
-184 Reduced 0.83%
21,997 $2.75 Million
Q3 2023

Nov 07, 2023
SELL
$108.37 - $120.85 $45,190 - $50,394
-417 Reduced 1.85%
22,181 $2.43 Million
Q2 2023

Aug 08, 2023
SELL
$104.35 - $114.93 $19,200 - $21,147
-184 Reduced 0.81%
22,598 $2.6 Million
Q1 2023

May 04, 2023
SELL
$105.46 - $120.16 $45,242 - $51,548
-429 Reduced 1.85%
22,782 $2.5 Million
Q3 2022

Oct 21, 2022
SELL
$100.74 - $123.41 $2,115 - $2,591
-21 Reduced 0.09%
23,211 $2.36 Million
Q2 2022

Aug 15, 2022
SELL
$101.11 - $126.58 $70,777 - $88,606
-700 Reduced 2.92%
23,232 $2.46 Million
Q1 2022

May 13, 2022
SELL
$119.16 - $140.17 $10,486 - $12,334
-88 Reduced 0.37%
23,932 $3.01 Million
Q4 2021

Feb 18, 2022
BUY
$130.52 - $143.62 $3.14 Million - $3.45 Million
24,020 New
24,020 $3.33 Million

Others Institutions Holding IJT

# of Institutions
765
Shares Held
30.6M
Call Options Held
9.6K
Put Options Held
5.7K
View Full List

About ISHARES S&P SMALL CAP 600 GROW

IJT Quotes by TradingView
  • Ticker IJT
  • Sector ETFs
  • Industry ETFs
More about IJT
Track This Portfolio

Track Forbes Financial Planning, Inc. Portfolio

Follow Forbes Financial Planning, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Forbes Financial Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Forbes Financial Planning, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email