Institutional & Family Asset Management, LLC Ishares Tr Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 08, 2022	BUY	$94.4 - $101.46 $21,240 - $22,828	225 New	225 $22,000
Q4 2021 Feb 14, 2022	SELL	$107.03 - $108.32 $5,137 - $5,199	-48 Closed	0 $0
Q3 2021 Nov 10, 2021	SELL	$107.99 - $108.77 $24,405 - $24,582	-226 Reduced 82.48%	48 $5,000
Q2 2021 Aug 10, 2021	BUY	$107.91 - $108.86 $29,567 - $29,827	274 New	274 $30,000
Q1 2021 May 06, 2021	SELL	$108.32 - $110.29 $46,577 - $47,424	-430 Closed	0 $0
Q2 2020 Aug 14, 2020	BUY	$109.82 - $111.24 $47,222 - $47,833	430 New	430 $48,000

Others Institutions Holding MBB

# of Institutions

944

Shares Held

327M

Call Options Held

152K

Put Options Held

48.5K

Bank Of America Corp Charlotte, NC

74.2M
Shares

$6.85 Billion
0.6% of portfolio
Jpmorgan Chase & CO New York, NY

34.7M
Shares

$3.2 Billion
0.27% of portfolio
Envestnet Asset Management Inc

27.4M
Shares

$2.53 Billion
0.87% of portfolio
Lpl Financial LLC Fort Mill, SC

19.2M
Shares

$1.77 Billion
0.84% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

18.3M
Shares

$1.69 Billion
0.72% of portfolio

View Full List

About ISHARES TR

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