Forthright Family Wealth Advisory LLC Ishares Core S&P Sm Cap ETF Transaction History

Forthright Family Wealth Advisory LLC

  • $138 Million
  • Q4 2024

A detailed history of Forthright Family Wealth Advisory LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 1,957 shares of IJR stock, worth $197,343. This represents 0.16% of its overall portfolio holdings.

Number of Shares
1,957
Previous 1,957 -0.0%
Holding current value
$197,343
Previous $244 Million 99.91%
% of portfolio
0.16%
Previous 0.16%

Shares

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

Dec 09, 2024
SELL
$105.53 - $118.34 $40,945 - $45,915
-388 Reduced 16.55%
1,957 $244 Million
Q1 2024

Apr 29, 2024
BUY
$102.35 - $110.52 $240,010 - $259,169
2,345 New
2,345 $259 Million

Others Institutions Holding IJR

# of Institutions
2,819
Shares Held
535M
Call Options Held
877K
Put Options Held
272K
View Full List

About ISHARES CORE S&P SM CAP ETF

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