Family Firm, Inc. Ishares Core S&P U.S. Value Et Transaction History

Family Firm, Inc.

$932 Million
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 24, 2024	BUY	$85.39 - $90.42 $46,452 - $49,188	544 New	544 $47,000
Q4 2019 Feb 04, 2020	SELL	$55.95 - $63.08 $13.9 Million - $15.7 Million	-248,690 Closed	0 $0
Q3 2019 Nov 12, 2019	SELL	$54.3 - $58.65 $237,236 - $256,241	-4,369 Reduced 1.73%	248,690 $43.2 Million
Q2 2019 Aug 06, 2019	SELL	$52.68 - $57.18 $67,693 - $73,476	-1,285 Reduced 0.51%	253,059 $43.6 Million
Q1 2019 May 06, 2019	SELL	$48.21 - $55.66 $69,711 - $80,484	-1,446 Reduced 0.57%	254,344 $42.4 Million
Q4 2018 Feb 05, 2019	BUY	$46.36 - $56.72 $35,233 - $43,107	760 Added 0.3%	255,790 $37.6 Million
Q3 2018 Oct 31, 2018	SELL	$53.63 - $57.68 $491,518 - $528,637	-9,165 Reduced 3.47%	255,030 $43.9 Million
Q2 2018 Aug 03, 2018	SELL	$51.95 - $55.12 $6,545 - $6,945	-126 Reduced 0.05%	264,195 $42.9 Million
Q1 2018 Apr 26, 2018	BUY	$51.81 - $58.63 $143,979 - $162,932	2,779 Added 1.06%	264,321 $41.3 Million
Q4 2017 Feb 07, 2018	SELL	$52.55 - $55.6 $139,310 - $147,395	-2,651 Reduced 1.0%	261,542 $41.4 Million
Q3 2017 Nov 07, 2017	BUY	$52.0 - $52.35 $83,356 - $83,917	1,603 Added 0.61%	264,193 $39.4 Million
Q2 2017 Aug 08, 2017	BUY	N/A	262,590	262,590 $37.8 Million

Others Institutions Holding IUSV

# of Institutions

726

Shares Held

163M

Call Options Held

2.8K

Put Options Held

2K

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