Institutional & Family Asset Management, LLC Ishares Expanded Tech Software Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 06, 2021	SELL	$326.82 - $385.88 $163,736 - $193,325	-501 Closed	0 $0
Q4 2020 Feb 03, 2021	BUY	$302.67 - $365.08 $151,637 - $182,905	501 New	501 $177,000

Others Institutions Holding IGV

# of Institutions

554

Shares Held

50.2M

Call Options Held

1.14M

Put Options Held

1.7M

Varma Mutual Pension Insurance CO Varma, H9

7.29M
Shares

$741 Million
6.02% of portfolio
Morgan Stanley New York, NY

5.11M
Shares

$519 Million
0.03% of portfolio
Migdal Insurance & Financial Holdings Ltd.

3.69M
Shares

$375 Million
5.33% of portfolio
Bank Of America Corp Charlotte, NC

3.18M
Shares

$323 Million
0.02% of portfolio
Goldman Sachs Group Inc New York, NY

2.46M
Shares

$250 Million
0.04% of portfolio

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About ISHARES EXPANDED TECH-SOFTWARE

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