Institutional & Family Asset Management, LLC Ishares S&P Small Cap 600 Grow Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 08, 2022	SELL	$101.11 - $126.58 $118,500 - $148,351	-1,172 Closed	0 $0
Q4 2020 Feb 03, 2021	BUY	$89.39 - $115.31 $52,382 - $67,571	586 Added 100.0%	1,172 $134,000
Q1 2018 May 14, 2018	BUY	$81.75 - $90.37 $47,905 - $52,956	586 New	586 $102,000

Others Institutions Holding IJT

# of Institutions

759

Shares Held

30.7M

Call Options Held

9.6K

Put Options Held

5.7K

Dynasty Wealth Management, LLC St. Petersburg, FL

4.35M
Shares

$635 Million
4.66% of portfolio
Morgan Stanley New York, NY

3.2M
Shares

$466 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

1.87M
Shares

$272 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

1.16M
Shares

$168 Million
0.04% of portfolio
Ubs Group Ag

1.14M
Shares

$165 Million
0.04% of portfolio

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About ISHARES S&P SMALL CAP 600 GROW

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