Forthright Family Wealth Advisory LLC Ishares Core S&P Mid Cap ETF Transaction History
Forthright Family Wealth Advisory LLC
- $156 Billion
- Q3 2024
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 3,640 shares of IJH stock, worth $229,283. This represents 0.16% of its overall portfolio holdings.
Number of Shares
3,640
Previous 4,550
20.0%
Holding current value
$229,283
Previous $266 Million
8.86%
% of portfolio
0.16%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding IJH
# of Institutions
2,465Shares Held
1.05BCall Options Held
888KPut Options Held
55.6K-
Northwestern Mutual Wealth Management CO107MShares$6.74 Billion5.95% of portfolio
-
Bank Of America Corp Charlotte, NC65.1MShares$4.1 Billion0.34% of portfolio
-
Wells Fargo & Company San Francisco, CA47.7MShares$3.01 Billion0.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC41.2MShares$2.59 Billion1.18% of portfolio
-
Jpmorgan Chase & CO New York, NY38.1MShares$2.4 Billion0.19% of portfolio