Institutional & Family Asset Management, LLC Ishares Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 11, 2022	SELL	$17.57 - $21.52 $1,757 - $2,152	-100 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$20.44 - $25.79 $2,044 - $2,579	100 New	100 $2,000
Q1 2021 May 06, 2021	SELL	$22.27 - $33.41 $7,794 - $11,693	-350 Closed	0 $0
Q4 2020 Feb 03, 2021	BUY	$19.08 - $28.29 $6,677 - $9,901	350 New	350 $10,000

Others Institutions Holding ICLN

# of Institutions

560

Shares Held

45.5M

Call Options Held

4.51M

Put Options Held

5.26M

Bank Of America Corp Charlotte, NC

6.39M
Shares

$71.7 Million
0.01% of portfolio
Morgan Stanley New York, NY

3.26M
Shares

$36.5 Million
0.0% of portfolio
Ubs Group Ag

2.72M
Shares

$30.6 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

1.65M
Shares

$18.5 Million
0.0% of portfolio
Total Wealth Planning, LLC

1.51M
Shares

$16.9 Million
3.66% of portfolio

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