A detailed history of Family Firm, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Family Firm, Inc. holds 37,840 shares of IYG stock, worth $2.47 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares
37,840
Previous 12,624 199.75%
Holding current value
$2.47 Million
Previous $2.26 Million 10.88%
% of portfolio
0.61%
Previous 0.56%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 01, 2024

BUY
$63.91 - $191.92 $1.61 Million - $4.84 Million
25,216 Added 199.75%
37,840 $2.51 Million
Q4 2023

Feb 05, 2024

SELL
$145.02 - $179.81 $66,854 - $82,892
-461 Reduced 3.52%
12,624 $2.26 Million
Q3 2023

Oct 19, 2023

SELL
$154.42 - $169.5 $211,092 - $231,706
-1,367 Reduced 9.46%
13,085 $2.02 Million
Q2 2023

Aug 08, 2023

BUY
$144.44 - $157.99 $189,505 - $207,282
1,312 Added 9.98%
14,452 $2.28 Million
Q1 2023

May 01, 2023

BUY
$145.23 - $176.24 $8,568 - $10,398
59 Added 0.45%
13,140 $1.98 Million
Q4 2022

Feb 07, 2023

SELL
$154.15 - $169.19 $28,826 - $31,638
-187 Reduced 1.41%
13,081 $2.06 Million
Q3 2022

Nov 15, 2022

SELL
N/A
-216 Reduced 1.6%
13,268 $1.87 Million
Q2 2022

Dec 01, 2022

BUY
N/A
26 Added 0.2%
13,294 $1.97 Million
Q1 2022

Nov 30, 2022

BUY
N/A
259 Added 1.95%
13,527 $2.44 Million
Q4 2021

Feb 02, 2022

BUY
N/A
37 Added 0.28%
13,484 $2.6 Million
Q3 2021

Oct 22, 2021

BUY
N/A
38 Added 0.28%
13,447 $2.71 Million
Q2 2021

Jul 21, 2021

SELL
N/A
-149 Reduced 1.1%
13,409 $2.48 Million
Q1 2021

May 06, 2021

SELL
N/A
-599 Reduced 4.23%
13,558 $2.32 Million
Q4 2020

Jan 20, 2021

BUY
N/A
336 Added 2.43%
14,157 $2.2 Million
Q3 2020

Nov 04, 2020

BUY
N/A
929 Added 7.21%
13,821 $1.69 Million
Q2 2020

Aug 10, 2020

BUY
N/A
652 Added 5.33%
12,892 $1.54 Million
Q1 2020

Apr 29, 2020

BUY
N/A
1,936 Added 18.79%
12,240 $1.26 Million
Q4 2019

Feb 04, 2020

BUY
N/A
25 Added 0.24%
10,304 $1.56 Million
Q3 2019

Nov 12, 2019

SELL
N/A
-293 Reduced 2.77%
10,279 $1.4 Million
Q2 2019

Aug 06, 2019

BUY
N/A
704 Added 7.13%
10,572 $1.42 Million
Q1 2019

May 06, 2019

SELL
N/A
-194 Reduced 1.93%
9,868 $1.23 Million
Q4 2018

Feb 05, 2019

BUY
N/A
945 Added 10.37%
10,062 $1.13 Million
Q3 2018

Oct 31, 2018

SELL
N/A
-200 Reduced 2.15%
9,117 $1.22 Million
Q2 2018

Aug 03, 2018

SELL
N/A
-347 Reduced 3.59%
9,317 $1.21 Million
Q1 2018

Apr 26, 2018

SELL
N/A
-682 Reduced 6.59%
9,664 $1.27 Million
Q4 2017

Feb 07, 2018

SELL
N/A
-485 Reduced 4.48%
10,346 $1.35 Million
Q3 2017

Nov 07, 2017

BUY
N/A
27 Added 0.25%
10,831 $1.3 Million
Q2 2017

Aug 08, 2017

BUY
N/A
10,804
10,804 $1.23 Million

Others Institutions Holding IYG

About ISHARES TR


  • Ticker IYG
  • Sector ETFs
  • Industry ETFs
More about IYG
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.