Forthright Family Wealth Advisory LLC Ishares Core S&P Sm Cap ETF Transaction History
Forthright Family Wealth Advisory LLC
- $155 Billion
- Q2 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 2,345 shares of IJR stock, worth $267,142. This represents 0.16% of its overall portfolio holdings.
Number of Shares
2,345
Previous 2,345
-0.0%
Holding current value
$267,142
Previous $259 Million
3.49%
% of portfolio
0.16%
Previous 0.17%
Shares
1 transactions
Others Institutions Holding IJR
# of Institutions
2,523Shares Held
494MCall Options Held
736KPut Options Held
97.4K-
Northwestern Mutual Wealth Management CO34.9MShares$3.98 Billion3.68% of portfolio
-
Bank Of America Corp Charlotte, NC30.4MShares$3.47 Billion0.29% of portfolio
-
Morgan Stanley New York, NY18.2MShares$2.08 Billion0.15% of portfolio
-
Envestnet Asset Management Inc17.1MShares$1.95 Billion0.65% of portfolio
-
Wells Fargo & Company San Francisco, CA15.9MShares$1.81 Billion0.42% of portfolio