Institutional & Family Asset Management, LLC Ishares S&P Smallcap 600 Value Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Aug 10, 2021	SELL	N/A	-5,004 Closed	0 $0
Q1 2021 May 06, 2021	BUY	N/A	2,133 Added 74.29%	5,004 $504,000
Q4 2020 Feb 03, 2021	BUY	N/A	2,871 New	2,871 $233,000

Others Institutions Holding IJS

# of Institutions

805

Shares Held

42.1M

Call Options Held

38.3K

Put Options Held

14K

Morgan Stanley New York, NY

3.97M
Shares

$414 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

3.93M
Shares

$410 Million
0.04% of portfolio
M&T Bank Corp

1.55M
Shares

$161 Million
0.56% of portfolio
Regions Financial Corp

1.44M
Shares

$150 Million
1.13% of portfolio
Wells Fargo & Company San Francisco, CA

1.39M
Shares

$145 Million
0.03% of portfolio

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About ISHARES S&P SMALLCAP 600 VALUE

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