Forth Right Wealth Management, LLC Ishares Core S&P Mid Cap ETF Transaction History

Forth Right Wealth Management, LLC

$288 Million
Q4 2024

A detailed history of Forth Right Wealth Management, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Forth Right Wealth Management, LLC holds 51,079 shares of IJH stock, worth $2.97 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares

51,079

Previous 52,648 2.98%

Holding current value

$2.97 Million

Previous $3.28 Million 3.02%

% of portfolio

1.11%

Previous 1.13%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$61.68 - $67.87 $96,775 - $106,488	-1,569 Reduced 2.98%	51,079 $3.18 Million
Q3 2024 Oct 28, 2024	SELL	$57.32 - $62.65 $469,737 - $513,416	-8,195 Reduced 13.47%	52,648 $3.28 Million
Q2 2024 Jul 12, 2024	SELL	$56.43 - $60.79 $137,407 - $148,023	-2,435 Reduced 3.85%	60,843 $3.56 Million
Q1 2024 Apr 23, 2024	BUY	$56.98 - $284.98 $2.87 Million - $14.3 Million	50,348 Added 389.39%	63,278 $3.84 Million
Q4 2023 Jan 23, 2024	BUY	$232.04 - $279.85 $15,778 - $19,029	68 Added 0.53%	12,930 $3.58 Million
Q3 2023 Oct 24, 2023	SELL	$246.15 - $272.4 $54,891 - $60,745	-223 Reduced 1.7%	12,862 $3.21 Million
Q2 2023 Jul 17, 2023	SELL	$240.22 - $261.48 $4.03 Million - $4.39 Million	-16,788 Reduced 56.2%	13,085 $3.42 Million
Q1 2023 Apr 18, 2023	SELL	$237.25 - $271.72 $1.23 Million - $1.41 Million	-5,193 Reduced 14.81%	29,873 $7.47 Million
Q4 2022 Jan 17, 2023	BUY	$44.74 - $257.0 $47,155 - $270,878	1,054 Added 3.1%	35,066 $0
Q3 2022 Oct 17, 2022	BUY	$43.85 - $263.28 $74,281 - $445,996	1,694 Added 5.24%	34,012 $7.46 Million
Q2 2022 Jul 15, 2022	BUY	$219.07 - $270.08 $300,783 - $370,819	1,373 Added 4.44%	32,318 $7.31 Million
Q1 2022 Apr 19, 2022	BUY	$251.21 - $285.37 $5.69 Million - $6.46 Million	22,641 Added 272.65%	30,945 $8.3 Million
Q1 2022 Apr 14, 2022	SELL	$251.21 - $285.37 $4.13 Million - $4.7 Million	-16,458 Reduced 66.46%	8,304 $8.3 Million
Q4 2021 Jan 24, 2022	BUY	$265.81 - $290.54 $154,169 - $168,513	580 Added 2.4%	24,762 $7.01 Million
Q3 2021 Oct 26, 2021	BUY	$256.44 - $277.04 $202,074 - $218,307	788 Added 3.37%	24,182 $6.36 Million
Q2 2021 Jul 23, 2021	BUY	$260.21 - $276.38 $41,893 - $44,497	161 Added 0.69%	23,394 $6.29 Million
Q1 2021 Apr 26, 2021	SELL	$226.3 - $267.93 $333,566 - $394,928	-1,474 Reduced 5.97%	23,233 $6.05 Million
Q4 2020 Jan 29, 2021	BUY	$187.77 - $230.69 $4.64 Million - $5.7 Million	24,707 New	24,707 $5.68 Million

Others Institutions Holding IJH

# of Institutions

2,657

Shares Held

1.14B

Call Options Held

773K

Put Options Held

70.2K

View Full List

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

More about IJH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Forth Right Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forth Right Wealth Management, LLC with notifications on news.

Account

Forth Right Wealth Management, LLC Ishares Core S&P Mid Cap ETF Transaction History