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 $203,547. This represents 0.16% of its overall portfolio holdings.

Number of Shares
1,957
Previous 1,957 -0.0%
Holding current value
$203,547
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
2,836
Shares Held
538M
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
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