Forthright Family Wealth Advisory LLC Ishares Tr Transaction History

Forthright Family Wealth Advisory LLC

  • $155 Billion
  • Q2 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 29,273 shares of IFRA stock, worth $1.37 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares
29,273
Previous 29,148 0.43%
Holding current value
$1.37 Million
Previous $1.26 Billion 2.44%
% of portfolio
0.79%
Previous 0.85%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
436
Shares Held
42M
Call Options Held
36K
Put Options Held
100
View Full List

About ISHARES TR

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

Track Forthright Family Wealth Advisory LLC Portfolio

Follow Forthright Family Wealth Advisory 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 Forthright Family Wealth Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forthright Family Wealth Advisory LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email