Family Firm, Inc. Ishares Tr Global Utils ETF Transaction History

Family Firm, Inc.

$932 Million
Q3 2024

A detailed history of Family Firm, Inc. transactions in Ishares Tr Global Utils ETF stock. As of the latest transaction made, Family Firm, Inc. holds 10,433 shares of JXI stock, worth $740,743. This represents 0.08% of its overall portfolio holdings.

Number of Shares

10,433

Previous 10,438 0.05%

Holding current value

$740,743

Previous $624,000 18.27%

% of portfolio

0.08%

Previous 0.07%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	SELL	$59.7 - $70.74 $298 - $353	-5 Reduced 0.05%	10,433 $738,000
Q2 2024 Jul 24, 2024	BUY	$56.33 - $64.81 $7,041 - $8,101	125 Added 1.21%	10,438 $624,000
Q4 2023 Feb 05, 2024	BUY	$51.66 - $60.75 $140,411 - $165,118	2,718 Added 35.79%	10,313 $602,000
Q3 2023 Oct 19, 2023	BUY	$53.83 - $61.72 $65,241 - $74,804	1,212 Added 18.99%	7,595 $410,000
Q2 2023 Aug 08, 2023	BUY	$58.87 - $62.93 $4,886 - $5,223	83 Added 1.32%	6,383 $381,000
Q4 2022 Feb 07, 2023	BUY	$51.65 - $62.09 $4,596 - $5,526	89 Added 1.43%	6,300 $379,000
Q3 2022 Nov 15, 2022	BUY	$54.76 - $65.82 $4,983 - $5,989	91 Added 1.49%	6,211 $340,000
Q1 2022 Nov 30, 2022	SELL	$59.84 - $65.84 $5,445 - $5,991	-91 Reduced 1.47%	6,120 $403,000
Q4 2021 Feb 02, 2022	BUY	$59.05 - $64.7 $4,605 - $5,046	78 Added 1.29%	6,120 $396,000
Q2 2021 Jul 21, 2021	BUY	$59.44 - $63.33 $49,929 - $53,197	840 Added 16.15%	6,042 $359,000
Q1 2021 May 06, 2021	BUY	$55.73 - $61.1 $38,620 - $42,342	693 Added 15.37%	5,202 $315,000
Q4 2020 Jan 20, 2021	BUY	$56.75 - $62.05 $3,405 - $3,723	60 Added 1.35%	4,509 $273,000
Q2 2020 Aug 10, 2020	BUY	$47.39 - $57.79 $1,706 - $2,080	36 Added 0.82%	4,449 $237,000
Q4 2019 Feb 04, 2020	BUY	$56.2 - $58.72 $3,034 - $3,170	54 Added 1.24%	4,413 $259,000
Q2 2019 Aug 06, 2019	BUY	N/A	61 Added 1.42%	4,359 $238,000
Q4 2018 Feb 05, 2019	BUY	N/A	48 Added 1.13%	4,298 $211,000
Q2 2018 Aug 03, 2018	BUY	N/A	4,250 New	4,250 $208,000

Others Institutions Holding JXI

# of Institutions

Shares Held

624K

Call Options Held

Put Options Held

View Full List

About ISHARES TR GLOBAL UTILS ETF

Ticker JXI
Sector ETFs
Industry ETFs

More about JXI

Track This Portfolio

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.

Account