Family Firm, Inc. Ishares Tr Transaction History

Family Firm, Inc.

$445 Million
Q1 2025

A detailed history of Family Firm, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Family Firm, Inc. holds 9,691 shares of IHE stock, worth $660,344. This represents 0.15% of its overall portfolio holdings.

Number of Shares

9,691

Previous 10,054 3.61%

Holding current value

$660,344

Previous $660,000 3.48%

% of portfolio

0.15%

Previous 0.11%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	SELL	$65.36 - $72.85 $23,725 - $26,444	-363 Reduced 3.61%	9,691 $683,000
Q4 2024 Feb 10, 2025	BUY	$65.15 - $71.86 $2,019 - $2,227	31 Added 0.31%	10,054 $660,000
Q3 2024 Oct 17, 2024	BUY	$65.61 - $72.86 $3,346 - $3,715	51 Added 0.51%	10,023 $707,000
Q2 2024 Jul 24, 2024	BUY	$62.73 - $67.4 $2,760 - $2,965	44 Added 0.44%	9,972 $661,000
Q1 2024 May 01, 2024	BUY	$66.67 - $208.65 $432,154 - $1.35 Million	6,482 Added 188.1%	9,928 $674,000
Q4 2023 Feb 05, 2024	BUY	$166.63 - $185.76 $18,495 - $20,619	111 Added 3.33%	3,446 $638,000
Q3 2023 Oct 19, 2023	SELL	$173.7 - $191.47 $23,970 - $26,422	-138 Reduced 3.97%	3,335 $590,000
Q2 2023 Aug 08, 2023	SELL	$170.31 - $183.88 $26,568 - $28,685	-156 Reduced 4.3%	3,473 $622,000
Q1 2023 May 01, 2023	BUY	$169.94 - $188.72 $27,870 - $30,950	164 Added 4.73%	3,629 $636,000
Q4 2022 Feb 07, 2023	SELL	$55.99 - $189.96 $22,004 - $74,654	-393 Reduced 10.19%	3,465 $644,000
Q3 2022 Nov 15, 2022	SELL	$56.37 - $195.56 $51,353 - $178,155	-911 Reduced 19.1%	3,858 $654,000
Q2 2022 Dec 01, 2022	BUY	$178.46 - $201.82 $9,815 - $11,100	55 Added 1.43%	3,913 $750,000
Q1 2022 Nov 30, 2022	BUY	$180.82 - $198.07 $27,123 - $29,710	150 Added 3.89%	4,008 $779,000
Q4 2021 Feb 02, 2022	BUY	$182.18 - $200.3 $3,461 - $3,805	19 Added 0.4%	4,769 $952,000
Q3 2021 Oct 22, 2021	BUY	$183.15 - $198.47 $130,219 - $141,112	711 Added 17.6%	4,750 $885,000
Q2 2021 Jul 21, 2021	BUY	$174.94 - $189.58 $34,113 - $36,968	195 Added 5.07%	4,039 $750,000
Q1 2021 May 06, 2021	BUY	$171.78 - $186.35 $171 - $186	1 Added 0.03%	3,844 $683,000
Q4 2020 Jan 20, 2021	SELL	$159.02 - $179.44 $17,651 - $19,917	-111 Reduced 2.81%	3,843 $706,000
Q3 2020 Nov 04, 2020	BUY	$154.14 - $168.25 $2,774 - $3,028	18 Added 0.46%	3,954 $647,000
Q2 2020 Aug 10, 2020	BUY	$129.66 - $158.8 $51,604 - $63,202	398 Added 11.25%	3,936 $606,000
Q4 2019 Feb 04, 2020	SELL	$137.35 - $161.75 $6,180 - $7,278	-45 Reduced 1.26%	3,538 $567,000
Q3 2019 Nov 12, 2019	BUY	$137.34 - $153.9 $116,052 - $130,045	845 Added 30.86%	3,583 $501,000
Q2 2019 Aug 06, 2019	BUY	$141.13 - $154.65 $51,512 - $56,447	365 Added 15.38%	2,738 $413,000
Q1 2019 May 06, 2019	BUY	$137.01 - $157.28 $58,366 - $67,001	426 Added 21.88%	2,373 $365,000
Q4 2018 Feb 05, 2019	BUY	$132.01 - $167.62 $1,188 - $1,508	9 Added 0.46%	1,947 $274,000
Q3 2018 Oct 31, 2018	BUY	$151.16 - $169.55 $10,883 - $12,207	72 Added 3.86%	1,938 $325,000
Q2 2018 Aug 03, 2018	SELL	$140.48 - $156.38 $77,123 - $85,852	-549 Reduced 22.73%	1,866 $282,000
Q1 2018 Apr 26, 2018	BUY	$144.38 - $165.42 $95,002 - $108,846	658 Added 37.45%	2,415 $356,000
Q4 2017 Feb 07, 2018	BUY	$149.13 - $160.77 $262,021 - $282,472	1,757	1,757 $271,000

Others Institutions Holding IHE

# of Institutions

163

Shares Held

5.49M

Call Options Held

100

Put Options Held

View Full List

About ISHARES TR

Ticker IHE
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