Family Firm, Inc. Ishares Barclays Transaction History

Family Firm, Inc.

$445 Million
Q1 2025

A detailed history of Family Firm, Inc. transactions in Ishares Barclays stock. As of the latest transaction made, Family Firm, Inc. holds 29,479 shares of IEF stock, worth $2.81 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares

29,479

Previous 30,897 4.59%

Holding current value

$2.81 Million

Previous $2.86 Million 1.58%

% of portfolio

0.63%

Previous 0.49%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	SELL	$91.17 - $95.39 $129,279 - $135,263	-1,418 Reduced 4.59%	29,479 $2.81 Million
Q4 2024 Feb 10, 2025	BUY	$92.08 - $98.18 $226,608 - $241,620	2,461 Added 8.65%	30,897 $2.86 Million
Q3 2024 Oct 17, 2024	BUY	$92.67 - $99.14 $552,035 - $590,576	5,957 Added 26.5%	28,436 $2.79 Million
Q2 2024 Jul 24, 2024	BUY	$91.24 - $94.6 $95,528 - $99,046	1,047 Added 4.89%	22,479 $2.11 Million
Q1 2024 May 01, 2024	BUY	$93.54 - $96.82 $9,073 - $9,391	97 Added 0.45%	21,432 $2.03 Million
Q4 2023 Feb 05, 2024	BUY	$88.95 - $97.0 $42,162 - $45,978	474 Added 2.27%	21,335 $2.06 Million
Q3 2023 Oct 19, 2023	SELL	$91.32 - $97.13 $3,926 - $4,176	-43 Reduced 0.21%	20,861 $1.91 Million
Q2 2023 Aug 08, 2023	BUY	$96.39 - $100.48 $35,857 - $37,378	372 Added 1.81%	20,904 $2.02 Million
Q1 2023 May 01, 2023	BUY	$94.41 - $100.02 $173,147 - $183,436	1,834 Added 9.81%	20,532 $2.04 Million
Q4 2022 Feb 07, 2023	SELL	$92.93 - $99.14 $455,357 - $485,786	-4,900 Reduced 20.76%	18,698 $1.79 Million
Q3 2022 Nov 15, 2022	BUY	$94.56 - $105.6 $196,590 - $219,542	2,079 Added 9.66%	23,598 $2.27 Million
Q2 2022 Dec 01, 2022	BUY	$98.15 - $106.65 $79,501 - $86,386	810 Added 3.43%	24,408 $2.5 Million
Q1 2022 Nov 30, 2022	BUY	$106.08 - $113.93 $101,200 - $108,689	954 Added 4.04%	24,552 $2.64 Million
Q4 2021 Feb 02, 2022	BUY	$113.55 - $116.36 $65,518 - $67,139	577 Added 2.76%	21,519 $2.48 Million
Q3 2021 Oct 22, 2021	SELL	$114.96 - $118.18 $576,409 - $592,554	-5,014 Reduced 19.32%	20,942 $2.39 Million
Q2 2021 Jul 21, 2021	BUY	$113.04 - $115.78 $682,987 - $699,542	6,042 Added 30.34%	25,956 $3 Million
Q1 2021 May 06, 2021	BUY	$112.93 - $119.98 $194,126 - $206,245	1,719 Added 9.45%	19,914 $2.25 Million
Q4 2020 Jan 20, 2021	BUY	$119.27 - $121.81 $413,628 - $422,437	3,468 Added 23.55%	18,195 $2.16 Million
Q3 2020 Nov 04, 2020	SELL	$121.18 - $123.06 $6,786 - $6,891	-56 Reduced 0.38%	14,727 $1.79 Million
Q2 2020 Aug 10, 2020	SELL	$119.77 - $122.41 $140,490 - $143,586	-1,173 Reduced 7.35%	14,783 $1.8 Million
Q1 2020 Apr 29, 2020	SELL	$110.73 - $121.48 $356,772 - $391,408	-3,222 Reduced 16.8%	15,956 $1.94 Million
Q4 2019 Feb 04, 2020	SELL	$110.18 - $113.81 $10,136 - $10,470	-92 Reduced 0.48%	19,178 $2.11 Million
Q3 2019 Nov 12, 2019	SELL	$108.93 - $114.25 $87,470 - $91,742	-803 Reduced 4.0%	19,270 $2.17 Million
Q2 2019 Aug 06, 2019	BUY	$105.05 - $110.09 $22,165 - $23,228	211 Added 1.06%	20,073 $2.21 Million
Q1 2019 May 06, 2019	BUY	$103.43 - $106.84 $80,261 - $82,907	776 Added 4.07%	19,862 $2.12 Million
Q4 2018 Feb 05, 2019	SELL	$99.72 - $104.2 $36,098 - $37,720	-362 Reduced 1.86%	19,086 $1.99 Million
Q3 2018 Oct 31, 2018	BUY	$100.79 - $102.89 $296,322 - $302,496	2,940 Added 17.81%	19,448 $1.97 Million
Q2 2018 Aug 03, 2018	BUY	$100.36 - $103.12 $338,815 - $348,133	3,376 Added 25.71%	16,508 $1.69 Million
Q1 2018 Apr 26, 2018	BUY	$101.6 - $105.33 $216,712 - $224,668	2,133 Added 19.39%	13,132 $1.36 Million
Q4 2017 Feb 07, 2018	BUY	$105.0 - $106.86 $364,560 - $371,017	3,472 Added 46.13%	10,999 $1.16 Million
Q3 2017 Nov 07, 2017	BUY	$106.52 - $107.22 $3,089 - $3,109	29 Added 0.39%	7,527 $802,000
Q2 2017 Aug 08, 2017	BUY	N/A	7,498	7,498 $799,000

Others Institutions Holding IEF

# of Institutions

1,141

Shares Held

306M

Call Options Held

13M

Put Options Held

7.14M

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About ISHARES BARCLAYS

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