Institutional & Family Asset Management, LLC Ishares Russell 3000 ETF 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 2019 May 13, 2019	SELL	N/A	-1,019 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	N/A	1,019 New	1,019 $150,000

Others Institutions Holding IWV

# of Institutions

852

Shares Held

26.8M

Call Options Held

19.5K

Put Options Held

Scs Capital Management LLC Boston, MA

1.95M
Shares

$672 Million
12.83% of portfolio
Northern Trust Corp Chicago, IL

1.07M
Shares

$370 Million
0.06% of portfolio
Morgan Stanley New York, NY

1.07M
Shares

$369 Million
0.03% of portfolio
Black Rock Inc. New York, NY

1.03M
Shares

$357 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

944K
Shares

$326 Million
0.03% of portfolio

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About ISHARES RUSSELL 3000 ETF

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