Forthright Family Wealth Advisory LLC Ishares Tr Transaction History

Forthright Family Wealth Advisory LLC

$134 Million
Q1 2025

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 30,276 shares of IFRA stock, worth $1.55 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares

30,276

Previous 29,240 3.54%

Holding current value

$1.55 Million

Previous $1.35 Million 0.81%

% of portfolio

1.01%

Previous 0.98%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$44.8 - $49.25 $46,412 - $51,023	1,036 Added 3.54%	30,276 $1.36 Million
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

406

Shares Held

31M

Call Options Held

800

Put Options Held

239

View Full List

About ISHARES TR

Ticker IFRA
Sector ETFs
Industry ETFs

More about IFRA

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Forthright Family Wealth Advisory LLC Ishares Tr Transaction History