Family Asset Management, LLC Ishares Trust Ishares 1 5 Year Transaction History

Family Asset Management, LLC

$166 Billion
Q3 2024

A detailed history of Family Asset Management, LLC transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Family Asset Management, LLC holds 13,420 shares of IGSB stock, worth $693,008. This represents 0.43% of its overall portfolio holdings.

Number of Shares

13,420

Previous 21,202 36.7%

Holding current value

$693,008

Previous $1.09 Billion 34.95%

% of portfolio

0.43%

Previous 0.7%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	SELL	$51.02 - $52.74 $397,037 - $410,422	-7,782 Reduced 36.7%	13,420 $707 Million
Q2 2024 Aug 01, 2024	SELL	$50.64 - $51.3 $96,367 - $97,623	-1,903 Reduced 8.24%	21,202 $1.09 Billion
Q1 2024 May 14, 2024	BUY	$50.95 - $51.48 $164,517 - $166,228	3,229 Added 16.25%	23,105 $1.18 Billion
Q4 2023 Feb 06, 2024	SELL	$49.4 - $51.28 $349,011 - $362,293	-7,065 Reduced 26.22%	19,876 $1.02 Billion
Q3 2023 Nov 02, 2023	BUY	$49.74 - $50.37 $872,638 - $883,691	17,544 Added 186.7%	26,941 $1.34 Billion
Q2 2023 Jul 27, 2023	BUY	$50.02 - $50.76 $211,284 - $214,410	4,224 Added 81.65%	9,397 $471 Million
Q1 2023 May 03, 2023	BUY	$49.56 - $50.75 $238,284 - $244,006	4,808 Added 1317.26%	5,173 $261 Million
Q4 2022 Jan 18, 2023	BUY	$48.63 - $50.19 $17,749 - $18,319	365 New	365 $18.2 Million

Others Institutions Holding IGSB

# of Institutions

977

Shares Held

315M

Call Options Held

Put Options Held

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Family Asset Management, LLC Ishares Trust Ishares 1 5 Year Transaction History