Forthright Family Wealth Advisory LLC Ishares Tr Transaction History

Forthright Family Wealth Advisory LLC

  • $138 Million
  • Q4 2024

A detailed history of Forthright Family Wealth Advisory LLC transactions in Ishares Tr stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 29,240 shares of IFRA stock, worth $1.32 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares
29,240
Previous 27,093 7.92%
Holding current value
$1.32 Million
Previous $1.36 Billion 99.9%
% of portfolio
0.98%
Previous 0.87%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Mar 03, 2025
BUY
$45.94 - $51.71 $98,633 - $111,021
2,147 Added 7.92%
29,240 $1.35 Million
Q3 2024

Dec 09, 2024
SELL
$41.55 - $46.97 $90,579 - $102,394
-2,180 Reduced 7.45%
27,093 $1.36 Billion
Q2 2024

Aug 12, 2024
BUY
$41.22 - $44.87 $5,152 - $5,608
125 Added 0.43%
29,273 $1.23 Billion
Q1 2024

Apr 29, 2024
BUY
$38.14 - $43.36 $55,417 - $63,002
1,453 Added 5.25%
29,148 $1.26 Billion
Q4 2023

Feb 28, 2024
BUY
$34.58 - $40.63 $957,693 - $1.13 Million
27,695 New
27,695 $1.12 Billion

Others Institutions Holding IFRA

# of Institutions
486
Shares Held
52.4M
Call Options Held
1K
Put Options Held
100
View Full List

About ISHARES TR

IFRA Quotes by TradingView
  • Ticker IFRA
  • Sector ETFs
  • Industry ETFs
More about IFRA
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