Institutional & Family Asset Management, LLC Closed Holding Positions

Institutional & Family Asset Management, LLC

  • $846 Million
  • Q2 2024
Stock Closed Quarter Shares Sold Price Range Trade History
CMI
Cummins Inc

Industrials
Q1 2022 Filed on May 11, 2022
191
$189.6 - $237.54 $36.2K - $45.4K
Phillips 66 Partners LP
Q1 2022 Filed on May 11, 2022
5,050
N/A
AMJ
Jpmorgan Chase & CO Alerian Ml

ETFs
Q1 2022 Filed on May 11, 2022
1,118
N/A
ARKG
Ark Genomic Revolution ETF (De

ETFs
Q1 2022 Filed on May 11, 2022
149
$38.15 - $63.26 $5.68K - $9.43K
SHO
Sunstone Hotel Investors, Inc.

Real Estate
Q1 2022 Filed on May 11, 2022
409
$10.15 - $12.07 $4.15K - $4.94K
RDS-A
Shell PLC

Energy
Q1 2022 Filed on May 11, 2022
600
$44.64 - $55.71 $26.8K - $33.4K
RF
Regions Financial Corp

Financial Services
Q1 2022 Filed on May 11, 2022
3,120
$21.26 - $25.41 $66.3K - $79.3K
BRK-A
Berkshire Hathaway Inc

Financial Services
Q1 2022 Filed on May 11, 2022
1
$454300.0 - $539180.0 $454K - $539K
Great Western Bancorp Inc
Q1 2022 Filed on May 11, 2022
335
N/A
IBUY
Amplify ETF Tr Amplify Online

ETFs
Q1 2022 Filed on May 11, 2022
39
$56.84 - $89.45 $2.22K - $3.49K
AZO
Autozone Inc

Consumer Cyclical
Q1 2022 Filed on May 11, 2022
17
$1794.28 - $2080.25 $30.5K - $35.4K
Xilinx Inc
Q1 2022 Filed on May 11, 2022
58
N/A
BMRN
Biomarin Pharmaceutical Inc

Healthcare
Q1 2022 Filed on May 11, 2022
94
$74.28 - $92.69 $6.98K - $8.71K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
Q1 2022 Filed on May 11, 2022
442
$459.24 - $521.7 $203K - $231K
NEO
Neogenomics Inc

Healthcare
Q1 2022 Filed on May 11, 2022
24
$12.15 - $35.28 $292 - $847
Ihs Markit LTD
Q1 2022 Filed on May 11, 2022
390
N/A
EVBG
Everbridge, Inc.

Technology
Q1 2022 Filed on May 11, 2022
9
$30.61 - $67.88 $275 - $611
KIM
Kimco Realty Corp

Real Estate
Q1 2022 Filed on May 11, 2022
301
$22.92 - $25.36 $6.9K - $7.63K
Apollo Global Mgmt Inc
Q1 2022 Filed on May 11, 2022
276
N/A
SCHP
Schwab Strategic Us Tips ETF

ETFs
Q1 2022 Filed on May 11, 2022
20
$59.94 - $62.99 $1.2K - $1.26K
BKNG
Booking Holdings Inc.

Consumer Cyclical
Q1 2022 Filed on May 11, 2022
1
$1817.16 - $2703.26 $1.82K - $2.7K
CVET
Covetrus, Inc.

Healthcare
Q1 2022 Filed on May 11, 2022
313
$15.96 - $18.87 $5K - $5.91K
CRNC
Cerence Inc.

Technology
Q1 2022 Filed on May 11, 2022
368
$29.9 - $82.92 $11K - $30.5K
ETRN
Equitrans Midstream Corp

Energy
Q1 2022 Filed on May 11, 2022
22,669
$6.13 - $11.14 $139K - $253K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
Q1 2022 Filed on May 11, 2022
337
$61.01 - $73.65 $20.6K - $24.8K
Fiduciary Claymore Engry Inf
Q1 2022 Filed on May 11, 2022
161
N/A
NTRA
Natera, Inc.

Healthcare
Q1 2022 Filed on May 11, 2022
4
$30.32 - $91.33 $121 - $365
ARKW
Ark Next Generation Internet E

ETFs
Q1 2022 Filed on May 11, 2022
52
$68.48 - $120.67 $3.56K - $6.27K
ARKQ
Ark Autonomous Technology & Ro

ETFs
Q1 2022 Filed on May 11, 2022
30
$57.22 - $78.74 $1.72K - $2.36K
ICLN
Ishares

ETFs
Q1 2022 Filed on May 11, 2022
100
$17.57 - $21.52 $1.76K - $2.15K
RSI
Rush Street Interactive, Inc.

Consumer Cyclical
Q1 2022 Filed on May 11, 2022
60
$7.27 - $16.58 $436 - $995
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
Q1 2022 Filed on May 11, 2022
7
$121.42 - $128.17 $850 - $897
ARKF
Ark ETF Tr Fintech Innovation

ETFs
Q1 2022 Filed on May 11, 2022
40
$22.98 - $41.0 $919 - $1.64K
CCMP
Cmc Materials, Inc.

Technology
Q1 2022 Filed on May 11, 2022
6
$173.76 - $191.83 $1.04K - $1.15K
QS
Quantum Scape Corp

Consumer Cyclical
Q1 2022 Filed on May 11, 2022
1,912
$13.9 - $23.22 $26.6K - $44.4K
OSK
Oshkosh Corp

Industrials
Q1 2022 Filed on May 11, 2022
49
$100.65 - $124.5 $4.93K - $6.1K
WCLD
Wisdomtree Tr Cloud Computing

ETFs
Q1 2022 Filed on May 11, 2022
100
$33.58 - $51.3 $3.36K - $5.13K
CLSK
Cleanspark, Inc.

Technology
Q1 2022 Filed on May 11, 2022
400
$5.58 - $13.42 $2.23K - $5.37K
XWEB
Spdr Ser Tr S&P Internet ETF

ETFs
Q1 2022 Filed on May 11, 2022
26
N/A
CYRX
Cryoport, Inc.

Industrials
Q1 2022 Filed on May 11, 2022
14
$26.99 - $56.72 $378 - $794
AMEH
Apollo Medical Holdings, Inc.

Healthcare
Q1 2022 Filed on May 11, 2022
7
$36.28 - $67.04 $254 - $469
UPWK
Upwork, Inc

Industrials
Q1 2022 Filed on May 11, 2022
15
$18.0 - $33.76 $270 - $506
PYZ
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on May 11, 2022
15
$83.84 - $100.85 $1.26K - $1.51K
LAND
Gladstone Land Corp

Real Estate
Q1 2022 Filed on May 11, 2022
15
$28.61 - $37.44 $429 - $562
FPI
Farmland Partners Inc.

Real Estate
Q1 2022 Filed on May 11, 2022
100
$10.79 - $14.12 $1.08K - $1.41K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
Q1 2022 Filed on May 11, 2022
0
$62.31 - $66.73 $0 - $0
PRNT
Ark ETF Tr 3 D Printing ETF

ETFs
Q1 2022 Filed on May 11, 2022
50
$26.72 - $34.79 $1.34K - $1.74K
ERTH
Invesco ETF Tr Invesco Msci Su

ETFs
Q1 2022 Filed on May 11, 2022
40
$56.23 - $67.38 $2.25K - $2.7K
ARKX
Ark ETF Tr Ark Space Expl & In

ETFs
Q1 2022 Filed on May 11, 2022
170
$15.59 - $18.95 $2.65K - $3.22K
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