Family Firm, Inc. Ishares Tr Transaction History

Family Firm, Inc.

$431 Million
Q2 2025

A detailed history of Family Firm, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Family Firm, Inc. holds 13,422 shares of IEZ stock, worth $236,227. This represents 0.05% of its overall portfolio holdings.

Number of Shares

13,422

Previous 13,363 0.44%

Holding current value

$236,227

Previous $260,000 12.69%

% of portfolio

0.05%

Previous 0.06%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$14.77 - $19.84 $871 - $1,170	59 Added 0.44%	13,422 $227,000
Q1 2025 May 01, 2025	BUY	$18.42 - $22.2 $15,988 - $19,269	868 Added 6.95%	13,363 $260,000
Q4 2024 Feb 10, 2025	BUY	$18.93 - $22.09 $236,530 - $276,014	12,495 New	12,495 $247,000
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

# of Institutions

Shares Held

3.56M

Call Options Held

47.3K

Put Options Held

22.3K

View Full List

About ISHARES TR

Ticker IEZ
Sector ETFs
Industry ETFs

More about IEZ

Track This Portfolio

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.

Account