Family Firm, Inc. Ishares Tr Russell 1000 ETF Transaction History

Family Firm, Inc.

$431 Million
Q2 2025

A detailed history of Family Firm, Inc. transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Family Firm, Inc. holds 10,733 shares of IWB stock, worth $3.75 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares

10,733

Previous 10,882 1.37%

Holding current value

$3.75 Million

Previous $3.34 Million 9.2%

% of portfolio

0.84%

Previous 0.75%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$272.36 - $339.57 $40,581 - $50,595	-149 Reduced 1.37%	10,733 $3.64 Million
Q1 2025 May 01, 2025	BUY	$302.31 - $337.54 $2,116 - $2,362	7 Added 0.06%	10,882 $3.34 Million
Q4 2024 Feb 10, 2025	SELL	$311.11 - $335.64 $19,288 - $20,809	-62 Reduced 0.57%	10,875 $3.5 Million
Q3 2024 Oct 17, 2024	SELL	$283.28 - $314.39 $114,161 - $126,699	-403 Reduced 3.55%	10,937 $3.44 Million
Q2 2024 Jul 24, 2024	BUY	$272.21 - $298.72 $7,077 - $7,766	26 Added 0.23%	11,340 $3.37 Million
Q1 2024 May 01, 2024	BUY	$257.46 - $288.1 $7,981 - $8,931	31 Added 0.27%	11,314 $3.26 Million
Q4 2023 Feb 05, 2024	SELL	$225.16 - $263.17 $45,932 - $53,686	-204 Reduced 1.78%	11,283 $2.96 Million
Q3 2023 Oct 19, 2023	SELL	$234.05 - $252.17 $28,554 - $30,764	-122 Reduced 1.05%	11,487 $2.7 Million
Q2 2023 Aug 08, 2023	BUY	$221.85 - $243.74 $5,989 - $6,580	27 Added 0.23%	11,609 $2.83 Million
Q1 2023 May 01, 2023	BUY	$208.78 - $230.55 $8,351 - $9,222	40 Added 0.35%	11,582 $2.61 Million
Q4 2022 Feb 07, 2023	BUY	$196.94 - $224.49 $18,709 - $21,326	95 Added 0.83%	11,542 $2.43 Million
Q3 2022 Nov 15, 2022	SELL	$197.33 - $237.63 $123,923 - $149,231	-628 Reduced 5.2%	11,447 $2.26 Million
Q2 2022 Dec 01, 2022	BUY	$201.03 - $253.2 $135,293 - $170,403	673 Added 5.88%	12,120 $2.52 Million
Q1 2022 Nov 30, 2022	BUY	$230.48 - $266.11 $152,577 - $176,164	662 Added 5.78%	12,109 $3.03 Million
Q4 2021 Feb 02, 2022	BUY	$241.33 - $266.02 $8,205 - $9,044	34 Added 0.28%	12,075 $3.19 Million
Q3 2021 Oct 22, 2021	BUY	$239.32 - $255.42 $9,094 - $9,705	38 Added 0.32%	12,041 $3.07 Million
Q2 2021 Jul 21, 2021	SELL	$226.48 - $242.11 $34,424 - $36,800	-152 Reduced 1.25%	12,003 $2.91 Million
Q1 2021 May 06, 2021	SELL	$208.89 - $225.24 $208 - $225	-1 Reduced 0.01%	12,155 $2.72 Million
Q4 2020 Jan 20, 2021	BUY	$182.85 - $211.84 $535,384 - $620,267	2,928 Added 31.73%	12,156 $2.6 Million
Q3 2020 Nov 04, 2020	SELL	$172.79 - $199.44 $520,097 - $600,314	-3,010 Reduced 24.6%	9,228 $1.73 Million
Q2 2020 Aug 10, 2020	BUY	$135.3 - $179.75 $3,923 - $5,212	29 Added 0.24%	12,238 $2.1 Million
Q1 2020 Apr 29, 2020	SELL	$122.99 - $188.06 $636,104 - $972,646	-5,172 Reduced 29.76%	12,209 $1.73 Million
Q4 2019 Feb 04, 2020	SELL	$159.7 - $178.97 $906,936 - $1.02 Million	-5,679 Reduced 24.63%	17,381 $3.1 Million
Q2 2019 Aug 06, 2019	BUY	N/A	58 Added 0.25%	23,060 $3.73 Million
Q1 2019 May 06, 2019	BUY	N/A	44 Added 0.19%	23,002 $3.59 Million
Q4 2018 Feb 05, 2019	BUY	N/A	1,110 Added 5.08%	22,958 $3.14 Million
Q3 2018 Oct 31, 2018	BUY	N/A	48 Added 0.22%	21,848 $3.51 Million
Q2 2018 Aug 03, 2018	BUY	N/A	4,150 Added 23.51%	21,800 $3.28 Million
Q1 2018 Apr 26, 2018	SELL	N/A	-1,180 Reduced 6.27%	17,650 $2.59 Million
Q4 2017 Feb 07, 2018	SELL	N/A	-408 Reduced 2.12%	18,830 $2.8 Million
Q3 2017 Nov 07, 2017	SELL	N/A	-135 Reduced 0.7%	19,238 $2.69 Million
Q2 2017 Aug 08, 2017	BUY	N/A	19,373	19,373 $2.62 Million

Others Institutions Holding IWB

# of Institutions

1,539

Shares Held

97M

Call Options Held

66.9K

Put Options Held

199K

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