Forthright Family Wealth Advisory LLC Ishares Tr Transaction History

Forthright Family Wealth Advisory LLC

$140 Million
Q3 2025

A detailed history of Forthright Family Wealth Advisory LLC transactions in Ishares Tr stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 47,644 shares of IFRA stock, worth $2.48 Million. This represents 1.79% of its overall portfolio holdings.

Number of Shares

47,644

Previous 28,881 64.97%

Holding current value

$2.48 Million

Previous $1.42 Million 77.18%

% of portfolio

1.79%

Previous 1.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$49.77 - $52.82 $933,834 - $991,061	18,763 Added 64.97%	47,644 $2.52 Million
Q2 2025 Aug 13, 2025	SELL	$40.97 - $49.19 $57,153 - $68,620	-1,395 Reduced 4.61%	28,881 $1.42 Million
Q1 2025 Apr 30, 2025	BUY	$44.8 - $49.25 $46,412 - $51,023	1,036 Added 3.54%	30,276 $1.36 Million
Q4 2024 Mar 03, 2025	BUY	$45.94 - $51.71 $98,633 - $111,021	2,147 Added 7.92%	29,240 $1.35 Million
Q3 2024 Dec 09, 2024	SELL	$41.55 - $46.97 $90,579 - $102,394	-2,180 Reduced 7.45%	27,093 $1.36 Billion

Q2 2024 Aug 12, 2024	BUY	$41.22 - $44.87 $5,152 - $5,608	125 Added 0.43%	29,273 $1.23 Billion
Q1 2024 Apr 29, 2024	BUY	$38.14 - $43.36 $55,417 - $63,002	1,453 Added 5.25%	29,148 $1.26 Billion
Q4 2023 Feb 28, 2024	BUY	$34.58 - $40.63 $957,693 - $1.13 Million	27,695 New	27,695 $1.12 Billion

Others Institutions Holding IFRA

# of Institutions

398

Shares Held

31.6M

Call Options Held

Put Options Held

View Full List

About ISHARES TR

Ticker IFRA
Sector ETFs
Industry ETFs

More about IFRA

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Forthright Family Wealth Advisory LLC Ishares Tr Transaction History