Forthright Family Wealth Advisory LLC Ishares Core S&P Mid Cap ETF Transaction History

Forthright Family Wealth Advisory LLC

  • $140 Million
  • Q3 2025

A detailed history of Forthright Family Wealth Advisory LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 6,891 shares of IJH stock, worth $442,402. This represents 0.32% of its overall portfolio holdings.

Number of Shares
6,891
Previous 6,218 10.82%
Holding current value
$442,402
Previous $385,000 16.62%
% of portfolio
0.32%
Previous 0.27%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
BUY
$62.09 - $66.51 $41,786 - $44,761
673 Added 10.82%
6,891 $449,000
Q2 2025

Aug 13, 2025
BUY
$51.16 - $62.02 $131,890 - $159,887
2,578 Added 70.82%
6,218 $385,000
Q3 2024

Dec 09, 2024
SELL
$57.32 - $62.65 $52,161 - $57,011
-910 Reduced 20.0%
3,640 $243 Million
Q2 2024

Aug 12, 2024
SELL
$56.43 - $60.79 $564 - $607
-10 Reduced 0.22%
4,550 $266 Million
Q1 2024

Apr 29, 2024
BUY
$56.98 - $284.98 $259,828 - $1.3 Million
4,560 New
4,560 $277 Million

Others Institutions Holding IJH

# of Institutions
2,769
Shares Held
1.17B
Call Options Held
569K
Put Options Held
75.3K
View Full List

About ISHARES CORE S&P MID-CAP ETF

IJH Quotes by TradingView
  • Ticker IJH
  • Sector ETFs
  • Industry ETFs
More about IJH
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