Institutional & Family Asset Management, LLC Ishares Short Term National Mu Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 10, 2021	SELL	$107.57 - $108.06 $49,912 - $50,139	-464 Reduced 61.05%	296 $32,000
Q1 2021 May 06, 2021	BUY	$107.56 - $108.22 $81,745 - $82,247	760 New	760 $82,000

Others Institutions Holding SUB

# of Institutions

823

Shares Held

69.3M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

7.1M
Shares

$749 Million
0.06% of portfolio
Mercer Global Advisors Inc Denver, CO

6.31M
Shares

$666 Million
1.47% of portfolio
Envestnet Asset Management Inc

5.98M
Shares

$630 Million
0.21% of portfolio
Morgan Stanley New York, NY

3.63M
Shares

$383 Million
0.03% of portfolio
Sei Investments CO Oaks, PA

2.64M
Shares

$279 Million
0.38% of portfolio

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About ISHARES SHORT-TERM NATIONAL MU

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