Institutional & Family Asset Management, LLC Ishares U S ETF Tr Int Rate He Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 14, 2019	SELL	$84.42 - $92.71 $11,396 - $12,515	-135 Closed	0 $0
Q1 2018 May 14, 2018	BUY	$89.9 - $92.37 $12,136 - $12,469	135 New	135 $12,000

Others Institutions Holding HYGH

# of Institutions

Shares Held

1.26M

Call Options Held

Put Options Held

Minich Mac Gregor Wealth Management, LLC

156K
Shares

$13.5 Million
3.02% of portfolio
Lpl Financial LLC Fort Mill, SC

102K
Shares

$8.91 Million
0.0% of portfolio
Ubs Group Ag

84.6K
Shares

$7.37 Million
0.0% of portfolio
Sound Income Strategies, LLC

67.2K
Shares

$5.85 Million
0.41% of portfolio
Dfpg Investments, LLC

61.7K
Shares

$5.37 Million
0.4% of portfolio

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About ISHARES U S ETF TR INT RATE HE

Ticker HYGH
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