Family Asset Management, LLC Ishares Tr Transaction History

Family Asset Management, LLC

$155 Billion
Q2 2024

A detailed history of Family Asset Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Family Asset Management, LLC holds 1,646 shares of IYM stock, worth $231,164. This represents 0.15% of its overall portfolio holdings.

Number of Shares

1,646

Previous 1,809 9.01%

Holding current value

$231,164

Previous $267 Million 13.77%

% of portfolio

0.15%

Previous 0.17%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 01, 2024	SELL	$140.01 - $149.03 $22,821 - $24,291	-163 Reduced 9.01%	1,646 $230 Million
Q1 2024 May 14, 2024	SELL	$130.2 - $147.73 $13,931 - $15,807	-107 Reduced 5.58%	1,809 $267 Million
Q4 2023 Feb 06, 2024	SELL	$119.29 - $139.6 $175,356 - $205,212	-1,470 Reduced 43.41%	1,916 $265 Million
Q3 2023 Nov 02, 2023	SELL	$124.84 - $138.68 $27,964 - $31,064	-224 Reduced 6.2%	3,386 $428 Million
Q2 2023 Jul 27, 2023	SELL	$120.69 - $133.93 $201,793 - $223,930	-1,672 Reduced 31.65%	3,610 $480 Million
Q1 2023 May 03, 2023	BUY	$124.32 - $140.43 $468,064 - $528,718	3,765 Added 248.19%	5,282 $700 Million
Q4 2022 Jan 18, 2023	BUY	$116.06 - $133.88 $176,063 - $203,095	1,517 New	1,517 $189 Million

Others Institutions Holding IYM

# of Institutions

216

Shares Held

2.92M

Call Options Held

5.2K

Put Options Held

View Full List

About ISHARES TR

Ticker IYM
Sector ETFs
Industry Closed-End Fund - Equity

More about IYM

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Family Asset Management, LLC Ishares Tr Transaction History