A detailed history of Family Firm, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Family Firm, Inc. holds 4,546 shares of IEZ stock, worth $91,329. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,546
Holding current value
$91,329
% of portfolio
0.01%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 24, 2024

BUY
$20.73 - $24.62 $94,238 - $111,922
4,546 New
4,546 $101,000
Q3 2021

Oct 22, 2021

SELL
$11.77 - $15.94 $120,230 - $162,827
-10,215 Closed
0 $0
Q2 2021

Jul 21, 2021

SELL
$12.23 - $17.07 $1,724 - $2,406
-141 Reduced 1.36%
10,215 $156,000
Q1 2021

May 06, 2021

SELL
$11.38 - $15.9 $24,535 - $34,280
-2,156 Reduced 17.23%
10,356 $139,000
Q4 2020

Jan 20, 2021

SELL
$6.74 - $12.06 $3,781 - $6,765
-561 Reduced 4.29%
12,512 $162,000
Q3 2020

Nov 04, 2020

SELL
$7.21 - $10.21 $23,158 - $32,794
-3,212 Reduced 19.72%
13,073 $94,000
Q2 2020

Aug 10, 2020

SELL
$5.54 - $11.92 $23,340 - $50,218
-4,213 Reduced 20.55%
16,285 $140,000
Q4 2019

Feb 04, 2020

SELL
$16.26 - $20.54 $5,658 - $7,147
-348 Reduced 1.67%
20,498 $417,000
Q3 2019

Nov 12, 2019

BUY
$17.61 - $20.88 $1,074 - $1,273
61 Added 0.29%
20,846 $367,000
Q2 2019

Aug 06, 2019

SELL
N/A
-1,153 Reduced 5.26%
20,785 $451,000
Q1 2019

May 06, 2019

BUY
N/A
2,157 Added 10.9%
21,938 $554,000
Q4 2018

Feb 05, 2019

BUY
N/A
10,096 Added 104.24%
19,781 $404,000
Q3 2018

Oct 31, 2018

BUY
N/A
2,051 Added 26.87%
9,685 $346,000
Q2 2018

Aug 03, 2018

BUY
N/A
117 Added 1.56%
7,634 $279,000
Q1 2018

Apr 26, 2018

BUY
N/A
7,517 New
7,517 $244,000

Others Institutions Holding IEZ

About ISHARES TR


  • Ticker IEZ
  • Sector ETFs
  • Industry ETFs
More about IEZ
Track This Portfolio

Track Family Firm, Inc. Portfolio

Follow Family Firm, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Family Firm, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Family Firm, Inc. with notifications on news.