Institutional & Family Asset Management, LLC Ishares Global Information Tec 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	$44.6 - $58.78 $10,927 - $14,401	-245 Closed	0 $0
Q1 2022 May 11, 2022	BUY	$51.69 - $65.08 $5,427 - $6,833	105 Added 75.0%	245 $14,000
Q3 2021 Nov 10, 2021	BUY	$56.11 - $60.64 $7,855 - $8,489	140 New	140 $8,000

Others Institutions Holding IXN

# of Institutions

459

Shares Held

30.4M

Call Options Held

3.5K

Put Options Held

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

5.1M
Shares

$409 Million
0.18% of portfolio
Jpmorgan Chase & CO New York, NY

2.83M
Shares

$226 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

2.52M
Shares

$202 Million
0.02% of portfolio
Morgan Stanley New York, NY

1.15M
Shares

$92.3 Million
0.01% of portfolio
Portfolio Strategies, Inc.

1.05M
Shares

$83.8 Million
11.83% of portfolio

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