Institutional & Family Asset Management, LLC Ishares Tr Dow Jones Us Medica 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	$52.97 - $58.45 $41,528 - $45,824	-784 Closed	0 $0
Q3 2020 Oct 30, 2020	BUY	$44.27 - $51.59 $34,707 - $40,446	784 New	784 $235,000

Others Institutions Holding IHI

# of Institutions

620

Shares Held

36.8M

Call Options Held

311K

Put Options Held

1.15M

Citigroup Inc

5.63M
Shares

$340 Million
0.2% of portfolio
Morgan Stanley New York, NY

2.93M
Shares

$177 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

2.07M
Shares

$125 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.79M
Shares

$108 Million
0.05% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

1.22M
Shares

$73.4 Million
0.03% of portfolio

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About ISHARES TR DOW JONES US MEDICA

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