A detailed history of Family Firm, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Family Firm, Inc. holds 3,372 shares of IYM stock, worth $509,812. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,372
Previous 3,360 0.36%
Holding current value
$509,812
Previous $496,000 4.84%
% of portfolio
0.05%
Previous 0.12%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 24, 2024

BUY
$140.01 - $149.03 $1,680 - $1,788
12 Added 0.36%
3,372 $472,000
Q1 2024

May 01, 2024

BUY
$130.2 - $147.73 $1,432 - $1,625
11 Added 0.33%
3,360 $496,000
Q4 2023

Feb 05, 2024

BUY
$119.29 - $139.6 $4,294 - $5,025
36 Added 1.09%
3,349 $462,000
Q2 2023

Aug 08, 2023

BUY
$120.69 - $133.93 $1,689 - $1,875
14 Added 0.42%
3,313 $440,000
Q1 2023

May 01, 2023

BUY
$124.32 - $140.43 $1,367 - $1,544
11 Added 0.33%
3,299 $437,000
Q4 2022

Feb 07, 2023

BUY
$109.29 - $133.88 $3,825 - $4,685
35 Added 1.08%
3,288 $410,000
Q3 2022

Nov 15, 2022

BUY
$106.58 - $130.61 $60,750 - $74,447
570 Added 21.24%
3,253 $352,000
Q2 2022

Dec 01, 2022

SELL
$117.72 - $154.02 $64,039 - $83,786
-544 Reduced 16.72%
2,709 $319,000
Q1 2022

Nov 30, 2022

SELL
$128.72 - $151.73 $72,469 - $85,423
-563 Reduced 17.31%
2,690 $402,000
Q4 2021

Feb 02, 2022

BUY
$125.86 - $141.73 $1,887 - $2,125
15 Added 0.56%
2,683 $376,000
Q3 2021

Oct 22, 2021

BUY
$122.85 - $135.99 $1,351 - $1,495
11 Added 0.41%
2,668 $360,000
Q2 2021

Jul 21, 2021

SELL
$126.01 - $141.25 $37,046 - $41,527
-294 Reduced 9.96%
2,657 $346,000
Q4 2020

Jan 20, 2021

BUY
$95.24 - $113.41 $1,047 - $1,247
11 Added 0.37%
2,951 $352,000
Q3 2020

Nov 04, 2020

SELL
$89.06 - $104.94 $16,565 - $19,518
-186 Reduced 5.95%
2,940 $290,000
Q2 2020

Aug 10, 2020

BUY
$65.8 - $95.31 $1,974 - $2,859
30 Added 0.97%
3,126 $279,000
Q4 2019

Feb 04, 2020

BUY
$87.15 - $97.94 $269,816 - $303,222
3,096 New
3,096 $303,000

Others Institutions Holding IYM

About ISHARES TR


  • Ticker IYM
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYM
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