Family Firm, Inc. Ishares Tr Transaction History

Family Firm, Inc.

$578 Million
Q4 2024

A detailed history of Family Firm, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Family Firm, Inc. holds 1,835 shares of IYJ stock, worth $239,082. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,835

Previous 2,056 10.75%

Holding current value

$239,082

Previous $274,000 10.58%

% of portfolio

0.04%

Previous 0.03%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	$132.97 - $143.93 $29,386 - $31,808	-221 Reduced 10.75%	1,835 $245,000
Q3 2024 Oct 17, 2024	BUY	$118.32 - $133.67 $473 - $534	4 Added 0.19%	2,056 $274,000
Q2 2024 Jul 24, 2024	SELL	$119.1 - $125.05 $24,058 - $25,260	-202 Reduced 8.96%	2,052 $245,000
Q1 2024 May 01, 2024	BUY	$111.23 - $125.71 $556 - $628	5 Added 0.22%	2,254 $283,000
Q4 2023 Feb 05, 2024	BUY	$95.31 - $114.66 $1,239 - $1,490	13 Added 0.58%	2,249 $257,000
Q2 2023 Aug 08, 2023	BUY	$96.6 - $106.04 $579 - $636	6 Added 0.27%	2,236 $237,000
Q1 2023 May 01, 2023	BUY	$95.26 - $104.26 $571 - $625	6 Added 0.27%	2,230 $223,000
Q4 2022 Feb 07, 2023	BUY	$84.86 - $101.21 $188,728 - $225,091	2,224 New	2,224 $214,000
Q1 2022 Nov 30, 2022	BUY	$97.52 - $114.07 $215,031 - $251,524	2,205 New	2,205 $232,000
Q4 2021 Feb 02, 2022	BUY	$104.49 - $114.29 $522 - $571	5 Added 0.23%	2,200 $248,000
Q3 2021 Oct 22, 2021	SELL	$107.16 - $114.98 $18,645 - $20,006	-174 Reduced 7.34%	2,195 $249,000
Q2 2021 Jul 21, 2021	BUY	$106.5 - $112.79 $852 - $902	8 Added 0.34%	2,369 $263,000
Q4 2020 Jan 20, 2021	BUY	$81.66 - $97.19 $192,799 - $229,465	2,361 New	2,361 $230,000

Others Institutions Holding IYJ

# of Institutions

339

Shares Held

6.54M

Call Options Held

35.9K

Put Options Held

11.8K

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About ISHARES TR

Ticker IYJ
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