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 $3.16 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares

51,079

Previous 52,648 2.98%

Holding current value

$3.16 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

2,643

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