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 $233,506. This represents 0.16% of its overall portfolio holdings.

Number of Shares
3,640
Previous 3,640 -0.0%
Holding current value
$233,506
Previous $226,000 6.19%
% of portfolio
0.16%
Previous 0.16%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Dec 09, 2024
SELL
$57.32 - $62.65 $52,161 - $57,011
-910 Reduced 20.0%
3,640 $243 Million
Q2 2024

Aug 12, 2024
SELL
$56.43 - $60.79 $564 - $607
-10 Reduced 0.22%
4,550 $266 Million
Q1 2024

Apr 29, 2024
BUY
$56.98 - $284.98 $259,828 - $1.3 Million
4,560 New
4,560 $277 Million

Others Institutions Holding IJH

# of Institutions
2,691
Shares Held
1.16B
Call Options Held
634K
Put Options Held
150K
View Full List

About ISHARES CORE S&P MID-CAP ETF

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