Forth Right Wealth Management, LLC Ishares Tr Transaction History

Forth Right Wealth Management, LLC

$288 Million
Q4 2024

A detailed history of Forth Right Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Forth Right Wealth Management, LLC holds 9,872 shares of INTF stock, worth $286,189. This represents 0.1% of its overall portfolio holdings.

Number of Shares

9,872

Previous 12,014 17.83%

Holding current value

$286,189

Previous $377,000 24.93%

% of portfolio

0.1%

Previous 0.13%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$28.54 - $31.26 $61,132 - $66,958	-2,142 Reduced 17.83%	9,872 $283,000
Q4 2022 Jan 17, 2023	SELL	$20.88 - $25.33 $38,628 - $46,860	-1,850 Reduced 13.34%	12,014 $0
Q3 2022 Oct 17, 2022	SELL	$20.83 - $24.99 $32,348 - $38,809	-1,553 Reduced 10.07%	13,864 $290,000
Q1 2022 Apr 19, 2022	BUY	$25.58 - $29.4 $383,444 - $440,706	14,990 Added 3510.54%	15,417 $427,000
Q1 2022 Apr 14, 2022	SELL	$25.58 - $29.4 $400,659 - $460,492	-15,663 Reduced 97.35%	427 $427,000
Q4 2021 Jan 24, 2022	SELL	$28.11 - $30.24 $18,918 - $20,351	-673 Reduced 4.01%	16,090 $464,000
Q3 2021 Oct 26, 2021	SELL	$29.02 - $30.98 $19,588 - $20,911	-675 Reduced 3.87%	16,763 $486,000
Q1 2021 Apr 26, 2021	SELL	$27.02 - $29.01 $4,701 - $5,047	-174 Reduced 0.99%	17,438 $501,000
Q4 2020 Jan 29, 2021	BUY	$23.31 - $27.33 $410,535 - $481,335	17,612 New	17,612 $479,000

Others Institutions Holding INTF

# of Institutions

148

Shares Held

40.8M

Call Options Held

Put Options Held

View Full List

About ISHARES TR

Ticker INTF
Sector ETFs
Industry ETFs

More about INTF

Track This Portfolio

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.

Account

Forth Right Wealth Management, LLC Ishares Tr Transaction History