Institutional & Family Asset Management, LLC Ishares Core S&P U.S. Value Et Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2020 Feb 03, 2021	SELL	$53.17 - $62.19 $123,620 - $144,591	-2,325 Closed	0 $0
Q3 2020 Oct 30, 2020	BUY	$51.46 - $57.08 $6,278 - $6,963	122 Added 5.54%	2,325 $126,000
Q2 2020 Aug 14, 2020	BUY	$44.04 - $57.88 $97,020 - $127,509	2,203 New	2,203 $115,000

Others Institutions Holding IUSV

# of Institutions

687

Shares Held

157M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

63.3M
Shares

$5.99 Billion
0.5% of portfolio
Lpl Financial LLC Fort Mill, SC

12.9M
Shares

$1.22 Billion
0.58% of portfolio
Morgan Stanley New York, NY

8.58M
Shares

$812 Million
0.06% of portfolio
Ronald Blue Trust, Inc. Brentwood, TN

4.61M
Shares

$436 Million
5.63% of portfolio
Signaturefd, LLC Atlanta, GA

4.27M
Shares

$404 Million
7.67% of portfolio

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About ISHARES CORE S&P U.S. VALUE ET

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