Forbes Financial Planning, Inc. Ishares S&P Small Cap 600 Grow Transaction History
Forbes Financial Planning, Inc.
- $139 Million
- Q3 2024
A detailed history of Forbes Financial Planning, Inc. transactions in Ishares S&P Small Cap 600 Grow stock. As of the latest transaction made, Forbes Financial Planning, Inc. holds 20,111 shares of IJT stock, worth $2.83 Million. This represents 2.02% of its overall portfolio holdings.
Number of Shares
20,111
Previous 20,386
1.35%
Holding current value
$2.83 Million
Previous $2.62 Million
7.14%
% of portfolio
2.02%
Previous 2.06%
Shares
11 transactions
Others Institutions Holding IJT
# of Institutions
782Shares Held
30.7MCall Options Held
9.6KPut Options Held
5.7K-
Dynasty Wealth Management, LLC St. Petersburg, FL4.35MShares$613 Million4.66% of portfolio
-
Morgan Stanley New York, NY3.2MShares$450 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.87MShares$263 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA1.16MShares$163 Million0.04% of portfolio
-
Ubs Group Ag1.14MShares$160 Million0.04% of portfolio