Forthright Family Wealth Advisory LLC Ishares Core S&P Mid Cap ETF Transaction History
Forthright Family Wealth Advisory LLC
- $134 Million
- Q1 2025
A detailed history of Forthright Family Wealth Advisory LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 3,640 shares of IJH stock, worth $207,152. This represents 0.16% of its overall portfolio holdings.
Number of Shares
3,640
Previous 3,640
-0.0%
Holding current value
$207,152
Previous $226,000
6.19%
% of portfolio
0.16%
Previous 0.16%
Shares
3 transactions
Others Institutions Holding IJH
# of Institutions
2,657Shares Held
1.15BCall Options Held
773KPut Options Held
70.2K-
Northwestern Mutual Wealth Management CO111MShares$6.3 Billion5.85% of portfolio
-
Bank Of America Corp Charlotte, NC67.8MShares$3.86 Billion0.36% of portfolio
-
Wells Fargo & Company San Francisco, CA51.2MShares$2.92 Billion0.74% of portfolio
-
Lpl Financial LLC Fort Mill, SC42.6MShares$2.42 Billion1.12% of portfolio
-
Jpmorgan Chase & CO New York, NY39MShares$2.22 Billion0.2% of portfolio