Forbes Financial Planning, Inc. Ishares S&P Smallcap 600 Value Transaction History

Forbes Financial Planning, Inc.

$139 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 29, 2024	BUY	$95.88 - $102.78 $7,191 - $7,708	75 Added 0.1%	78,966 $8.11 Million
Q4 2023 Feb 13, 2024	SELL	$82.1 - $104.53 $89,489 - $113,937	-1,090 Reduced 1.36%	78,891 $8.13 Million
Q3 2023 Nov 07, 2023	BUY	$87.64 - $100.82 $80,102 - $92,149	914 Added 1.16%	79,981 $7.14 Million
Q2 2023 Aug 08, 2023	BUY	$87.59 - $95.56 $19,795 - $21,596	226 Added 0.29%	79,067 $7.52 Million
Q1 2023 May 04, 2023	BUY	$88.82 - $106.56 $1.47 Million - $1.76 Million	16,506 Added 26.48%	78,841 $7.38 Million
Q3 2022 Oct 21, 2022	BUY	$82.45 - $101.32 $523,722 - $643,584	6,352 Added 11.35%	62,335 $5.14 Million
Q2 2022 Aug 15, 2022	BUY	$86.2 - $103.37 $59,391 - $71,221	689 Added 1.25%	55,983 $4.98 Million
Q1 2022 May 13, 2022	BUY	$97.08 - $107.22 $73,974 - $81,701	762 Added 1.4%	55,294 $5.67 Million
Q4 2021 Feb 18, 2022	BUY	$99.12 - $110.76 $5.41 Million - $6.04 Million	54,532 New	54,532 $5.7 Million

Others Institutions Holding IJS

# of Institutions

850

Shares Held

40.9M

Call Options Held

20K

Put Options Held

11.6K

About ISHARES S&P SMALLCAP 600 VALUE

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