Independent Family Office, LLC Ishares Tr Transaction History

Independent Family Office, LLC

$197 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 25, 2023	SELL	$80.51 - $86.54 $586,837 - $630,790	-7,289 Reduced 42.44%	9,887 $855,000
Q4 2021 Feb 09, 2022	BUY	$103.03 - $116.14 $1.77 Million - $1.99 Million	17,176 New	17,176 $2 Million
Q3 2021 Nov 04, 2021	SELL	$102.34 - $111.27 $1.86 Million - $2.03 Million	-18,199 Closed	0 $0
Q1 2021 May 18, 2021	SELL	$82.27 - $92.74 $3,702 - $4,173	-45 Reduced 0.25%	18,199 $1.67 Million
Q4 2020 Feb 16, 2021	SELL	$76.87 - $86.71 $4,996 - $5,636	-65 Reduced 0.36%	18,244 $1.56 Million
Q3 2020 Nov 16, 2020	SELL	$76.71 - $84.15 $20,865 - $22,888	-272 Reduced 1.46%	18,309 $1.46 Million
Q2 2020 Aug 13, 2020	BUY	$64.24 - $86.82 $239,743 - $324,012	3,732 Added 25.13%	18,581 $1.46 Million
Q1 2020 May 15, 2020	BUY	$57.84 - $100.28 $401,062 - $695,341	6,934 Added 87.61%	14,849 $1.03 Million
Q4 2019 Feb 13, 2020	BUY	$89.52 - $95.36 $708,550 - $754,774	7,915 New	7,915 $737,000

Others Institutions Holding IYR

# of Institutions

595

Shares Held

56.3M

Call Options Held

11.4M

Put Options Held

13.1M

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

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