Grimes & Company, Inc. Ishares Tr Transaction History

Grimes & Company, Inc.

$3.66 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 22, 2022	SELL	$67.96 - $84.37 $597,164 - $741,359	-8,787 Closed	0 $0
Q1 2022 May 06, 2022	SELL	$78.62 - $91.32 $8,884 - $10,319	-113 Reduced 1.27%	8,787 $743,000
Q4 2020 Feb 02, 2021	BUY	$55.06 - $66.77 $490,034 - $594,253	8,900 New	8,900 $594,000
Q4 2018 Feb 01, 2019	SELL	N/A	-108,273 Closed	0 $0
Q3 2018 Nov 09, 2018	BUY	N/A	14,303 Added 15.22%	108,273 $13.2 Million
Q2 2018 Aug 10, 2018	SELL	N/A	-70,442 Reduced 42.84%	93,970 $11 Million
Q1 2018 May 07, 2018	BUY	N/A	128,172 Added 353.68%	164,412 $19.4 Million
Q4 2017 Feb 05, 2018	SELL	N/A	-99,393 Reduced 73.28%	36,240 $4.33 Million
Q3 2017 Nov 03, 2017	BUY	N/A	135,633	135,633 $15.2 Million

Others Institutions Holding IYF

# of Institutions

409

Shares Held

18M

Call Options Held

19.7K

Put Options Held

3.9K

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

1.99M
Shares

$224 Million
0.08% of portfolio
Bank Of America Corp Charlotte, NC

1.67M
Shares

$187 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.28M
Shares

$144 Million
0.01% of portfolio
Phoenix Holdings Ltd. Givatayim, L3

1.2M
Shares

$135 Million
1.87% of portfolio
Manufacturers Life Insurance Company, The Toronto, A6

769K
Shares

$86.5 Million
0.07% of portfolio

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