Forefront Wealth Partners, LLC Ishares Core S&P Sm Cap ETF Transaction History

Forefront Wealth Partners, LLC

  • $146 Billion
  • Q2 2025

A detailed history of Forefront Wealth Partners, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Forefront Wealth Partners, LLC holds 23,043 shares of IJR stock, worth $2.75 Million. This represents 1.82% of its overall portfolio holdings.

Number of Shares
23,043
Previous 22,250 3.56%
Holding current value
$2.75 Million
Previous $2.33 Billion 14.11%
% of portfolio
1.82%
Previous 1.58%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 20, 2025
BUY
$90.56 - $109.49 $71,814 - $86,825
793 Added 3.56%
23,043 $2.66 Billion
Q1 2025

May 14, 2025
SELL
$102.49 - $119.96 $81,274 - $95,128
-793 Reduced 3.44%
22,250 $2.33 Billion
Q4 2024

May 14, 2025
BUY
$113.92 - $127.38 $2.63 Million - $2.94 Million
23,043 New
23,043 $2.66 Billion

Others Institutions Holding IJR

# of Institutions
2,831
Shares Held
564M
Call Options Held
554K
Put Options Held
325K
View Full List

About ISHARES CORE S&P SM CAP ETF

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

Track Forefront Wealth Partners, LLC Portfolio

Follow Forefront Wealth Partners, LLC 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 Forefront Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forefront Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email