A detailed history of Forth Right Wealth Management, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Forth Right Wealth Management, LLC holds 52,648 shares of IJH stock, worth $3.33 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares
52,648
Previous 60,843 13.47%
Holding current value
$3.33 Million
Previous $3.56 Million 7.84%
% of portfolio
1.13%
Previous 1.31%

Shares

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

Oct 28, 2024

SELL
$57.32 - $62.65 $469,737 - $513,416
-8,195 Reduced 13.47%
52,648 $3.28 Million
Q2 2024

Jul 12, 2024

SELL
$56.43 - $60.79 $137,407 - $148,023
-2,435 Reduced 3.85%
60,843 $3.56 Million
Q1 2024

Apr 23, 2024

BUY
$56.98 - $284.98 $2.87 Million - $14.3 Million
50,348 Added 389.39%
63,278 $3.84 Million
Q4 2023

Jan 23, 2024

BUY
$232.04 - $279.85 $15,778 - $19,029
68 Added 0.53%
12,930 $3.58 Million
Q3 2023

Oct 24, 2023

SELL
$246.15 - $272.4 $54,891 - $60,745
-223 Reduced 1.7%
12,862 $3.21 Million
Q2 2023

Jul 17, 2023

SELL
$240.22 - $261.48 $4.03 Million - $4.39 Million
-16,788 Reduced 56.2%
13,085 $3.42 Million
Q1 2023

Apr 18, 2023

SELL
$237.25 - $271.72 $1.23 Million - $1.41 Million
-5,193 Reduced 14.81%
29,873 $7.47 Million
Q4 2022

Jan 17, 2023

BUY
$44.74 - $257.0 $47,155 - $270,878
1,054 Added 3.1%
35,066 $0
Q3 2022

Oct 17, 2022

BUY
$43.85 - $263.28 $74,281 - $445,996
1,694 Added 5.24%
34,012 $7.46 Million
Q2 2022

Jul 15, 2022

BUY
$219.07 - $270.08 $300,783 - $370,819
1,373 Added 4.44%
32,318 $7.31 Million
Q1 2022

Apr 19, 2022

BUY
$251.21 - $285.37 $5.69 Million - $6.46 Million
22,641 Added 272.65%
30,945 $8.3 Million
Q1 2022

Apr 14, 2022

SELL
$251.21 - $285.37 $4.13 Million - $4.7 Million
-16,458 Reduced 66.46%
8,304 $8.3 Million
Q4 2021

Jan 24, 2022

BUY
$265.81 - $290.54 $154,169 - $168,513
580 Added 2.4%
24,762 $7.01 Million
Q3 2021

Oct 26, 2021

BUY
$256.44 - $277.04 $202,074 - $218,307
788 Added 3.37%
24,182 $6.36 Million
Q2 2021

Jul 23, 2021

BUY
$260.21 - $276.38 $41,893 - $44,497
161 Added 0.69%
23,394 $6.29 Million
Q1 2021

Apr 26, 2021

SELL
$226.3 - $267.93 $333,566 - $394,928
-1,474 Reduced 5.97%
23,233 $6.05 Million
Q4 2020

Jan 29, 2021

BUY
$187.77 - $230.69 $4.64 Million - $5.7 Million
24,707 New
24,707 $5.68 Million

Others Institutions Holding IJH

About ISHARES CORE S&P MID-CAP ETF


  • Ticker IJH
  • Sector ETFs
  • Industry ETFs
More about IJH
Track This Portfolio

Track Forth Right Wealth Management, LLC Portfolio

Follow Forth Right Wealth Management, 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 Forth Right Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forth Right Wealth Management, LLC with notifications on news.