Independent Family Office, LLC Ishares Tr Transaction History

Independent Family Office, LLC

$187 Million
Q1 2025

A detailed history of Independent Family Office, LLC transactions in Ishares Tr stock. As of the latest transaction made, Independent Family Office, LLC holds 10,737 shares of IEO stock, worth $871,737. This represents 0.54% of its overall portfolio holdings.

Number of Shares

10,737

Previous 17,056 37.05%

Holding current value

$871,737

Previous $1.53 Million 33.57%

% of portfolio

0.54%

Previous 0.81%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$86.02 - $99.13 $543,560 - $626,402	-6,319 Reduced 37.05%	10,737 $1.02 Million
Q3 2024 Nov 14, 2024	BUY	$88.52 - $101.16 $422,683 - $483,039	4,775 Added 38.88%	17,056 $1.56 Million
Q2 2024 Aug 14, 2024	SELL	$96.41 - $111.94 $487,641 - $566,192	-5,058 Reduced 29.17%	12,281 $1.22 Million
Q1 2024 Apr 29, 2024	SELL	$87.76 - $106.97 $49,145 - $59,903	-560 Reduced 3.13%	17,339 $1.85 Million
Q4 2023 Jan 30, 2024	BUY	$89.35 - $102.39 $89,081 - $102,082	997 Added 5.9%	17,899 $1.67 Million
Q2 2023 Jul 25, 2023	BUY	$78.88 - $90.31 $204,614 - $234,264	2,594 Added 18.13%	16,902 $1.44 Million
Q2 2022 Aug 01, 2022	SELL	$76.86 - $105.4 $21,828 - $29,933	-284 Reduced 1.95%	14,308 $1.11 Million
Q1 2022 May 16, 2022	SELL	$63.08 - $87.03 $25,358 - $34,986	-402 Reduced 2.68%	14,592 $1.23 Million
Q4 2021 Feb 09, 2022	BUY	$57.79 - $66.64 $123,786 - $142,742	2,142 Added 16.67%	14,994 $918,000
Q3 2021 Nov 04, 2021	SELL	$46.6 - $58.66 $99,817 - $125,649	-2,142 Reduced 14.29%	12,852 $747,000
Q1 2021 May 18, 2021	SELL	$35.91 - $53.46 $215 - $320	-6 Reduced 0.04%	14,994 $730,000
Q4 2020 Feb 16, 2021	BUY	$24.48 - $38.57 $367,200 - $578,550	15,000 New	15,000 $538,000

Others Institutions Holding IEO

# of Institutions

173

Shares Held

2.63M

Call Options Held

37.3K

Put Options Held

28.2K

View Full List

About ISHARES TR

Ticker IEO
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Independent Family Office, LLC Ishares Tr Transaction History