Forthright Family Wealth Advisory LLC Ishares Core S&P Sm 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 Sm Cap ETF stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 1,957 shares of IJR stock, worth $228,186. This represents 0.16% of its overall portfolio holdings.
Number of Shares
1,957
Previous 2,345
16.55%
Holding current value
$228,186
Previous $250 Million
2.57%
% of portfolio
0.16%
Previous 0.16%
Shares
2 transactions
Others Institutions Holding IJR
# of Institutions
2,569Shares Held
500MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.24 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.62 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.18 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.07 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$1.88 Billion0.44% of portfolio