Institutional & Family Asset Management, LLC Ishares Tr 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	$37.64 - $48.83 $17,050 - $22,119	-453 Closed	0 $0
Q1 2022 May 11, 2022	BUY	$31.0 - $42.12 $8,804 - $11,962	284 Added 168.05%	453 $19,000
Q3 2021 Nov 10, 2021	BUY	$24.81 - $29.6 $4,192 - $5,002	169 New	169 $5,000

Others Institutions Holding IYE

# of Institutions

316

Shares Held

14.3M

Call Options Held

16.3K

Put Options Held

1.6K

Morgan Stanley New York, NY

1.97M
Shares

$88.9 Million
0.01% of portfolio
Pgim Custom Harvest LLC Newark, NJ

1.42M
Shares

$64.1 Million
1.35% of portfolio
Bank Of America Corp Charlotte, NC

1.38M
Shares

$62.3 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

1.02M
Shares

$45.9 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

625K
Shares

$28.2 Million
0.0% of portfolio

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About ISHARES TR

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