Institutional & Family Asset Management, LLC Ishares U S ETF Tr Int Rate He 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	$90.1 - $94.09 $6,216 - $6,492	-69 Reduced 30.94%	154 $14,000
Q4 2021 Feb 14, 2022	BUY	$94.78 - $96.77 $13,932 - $14,225	147 Added 193.42%	223 $21,000
Q4 2020 Feb 03, 2021	BUY	$91.54 - $95.54 $6,957 - $7,261	76 New	76 $7,000

Others Institutions Holding LQDH

# of Institutions

Shares Held

3.45M

Call Options Held

Put Options Held

Destination Wealth Management

780K
Shares

$72.8 Million
2.27% of portfolio
Bank Of America Corp Charlotte, NC

304K
Shares

$28.4 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

235K
Shares

$22 Million
0.01% of portfolio
Leo Wealth, LLC Hurst, TX

217K
Shares

$20.3 Million
1.85% of portfolio
Leo Brokerage, LLC

187K
Shares

$17.5 Million
1.99% of portfolio

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About ISHARES U S ETF TR INT RATE HE

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