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
HUYA
Huya Inc.

Communication Services
Q1 2021 Filed on May 06, 2021
222
$19.4 - $34.01 $4.31K - $7.55K
HACK
Etgmg Prime Cyber Security ETF

ETFs
Q1 2021 Filed on May 06, 2021
50
$53.92 - $62.84 $2.7K - $3.14K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
Q1 2021 Filed on May 06, 2021
5,066
$50.72 - $50.82 $257K - $257K
SAFM
Sanderson Farms Inc

Consumer Defensive
Q1 2021 Filed on May 06, 2021
55
$127.83 - $164.2 $7.03K - $9.03K
BYND
Beyond Meat, Inc.

Consumer Defensive
Q1 2021 Filed on May 06, 2021
34
$116.64 - $192.08 $3.97K - $6.53K
AMED
Amedisys Inc

Healthcare
Q1 2021 Filed on May 06, 2021
11
$236.62 - $314.16 $2.6K - $3.46K
IRBT
Irobot Corp

Consumer Cyclical
Q1 2021 Filed on May 06, 2021
3
$79.38 - $161.16 $238 - $483
SAM
Boston Beer CO Inc

Consumer Defensive
Q1 2021 Filed on May 06, 2021
2
$907.22 - $1213.62 $1.81K - $2.43K
Bristol Myers Squibb CO
Q1 2021 Filed on May 06, 2021
5,599
N/A
GMAB
Genmab A/S

Healthcare
Q1 2021 Filed on May 06, 2021
30
$30.92 - $44.4 $928 - $1.33K
LHCG
Lhc Group, Inc

Healthcare
Q1 2021 Filed on May 06, 2021
8
$173.12 - $221.64 $1.38K - $1.77K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
Q1 2021 Filed on May 06, 2021
38
$26.38 - $28.71 $1K - $1.09K
HYLB
Xtrackers Usd High Yield Corp

ETFs
Q1 2021 Filed on May 06, 2021
560
$39.38 - $40.31 $22.1K - $22.6K
AWR
American States Water CO

Utilities
Q1 2021 Filed on May 06, 2021
15
$70.64 - $82.17 $1.06K - $1.23K
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
Q1 2021 Filed on May 06, 2021
81
$19.14 - $19.53 $1.55K - $1.58K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
Q1 2021 Filed on May 06, 2021
132
$58.97 - $61.74 $7.78K - $8.15K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
Q1 2021 Filed on May 06, 2021
154
$98.85 - $110.32 $15.2K - $17K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
Q1 2021 Filed on May 06, 2021
784
$52.97 - $58.45 $41.5K - $45.8K
LSI
Life Storage, Inc.

Real Estate
Q1 2021 Filed on May 06, 2021
289
$76.43 - $88.71 $22.1K - $25.6K
GWRS
Global Water Resources, Inc.

Utilities
Q1 2021 Filed on May 06, 2021
700
$14.58 - $17.99 $10.2K - $12.6K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
Q1 2021 Filed on May 06, 2021
276
$84.81 - $105.35 $23.4K - $29.1K
TYG
Tortoise Energy Infrastructure Corp

Financial Services
Q1 2021 Filed on May 06, 2021
500
$20.33 - $25.37 $10.2K - $12.7K
SSSS
Suro Capital Corp.

Financial Services
Q1 2021 Filed on May 06, 2021
200
$12.33 - $15.43 $2.47K - $3.09K
ALB
Albemarle Corp

Basic Materials
Q1 2021 Filed on May 06, 2021
31
$140.69 - $185.25 $4.36K - $5.74K
PSTG
Pure Storage, Inc.

Technology
Q1 2021 Filed on May 06, 2021
130
$19.37 - $28.9 $2.52K - $3.76K
PLMR
Palomar Holdings, Inc.

Financial Services
Q1 2021 Filed on May 06, 2021
15
$62.35 - $112.49 $935 - $1.69K
Fortress Value Acquisition I
Q1 2021 Filed on May 06, 2021
1,000
N/A
LOUP
Innovator Etfs Tr Loup Frontie

ETFs
Q1 2021 Filed on May 06, 2021
210
$49.8 - $63.21 $10.5K - $13.3K
Foley Trasimene Acquisition
Q1 2021 Filed on May 06, 2021
1,000
N/A
NBIX
Neurocrine Biosciences Inc

Healthcare
Q1 2021 Filed on May 06, 2021
500
$87.57 - $119.4 $43.8K - $59.7K
Broadstone Net Lease Inc
Q1 2021 Filed on May 06, 2021
18
N/A
BME
Black Rock Health Sciences Trust

Financial Services
Q1 2021 Filed on May 06, 2021
1,385
$44.61 - $50.31 $61.8K - $69.7K
RRC
Range Resources Corp

Energy
Q1 2021 Filed on May 06, 2021
3,000
$7.13 - $11.47 $21.4K - $34.4K
PJAN
Innovator U.S. Equity Power Bu

ETFs
Q1 2021 Filed on May 06, 2021
2,250
$30.27 - $31.55 $68.1K - $71K
UTG
Reaves Utility Income Fund

Financial Services
Q1 2021 Filed on May 06, 2021
1,480
$30.98 - $33.5 $45.9K - $49.6K
Cantel Med Corp
Q1 2021 Filed on May 06, 2021
20
N/A
FSLR
First Solar, Inc.

Technology
Q1 2021 Filed on May 06, 2021
98
$71.45 - $107.53 $7K - $10.5K
SIVB
Svb Financial Group

Financial Services
Q1 2021 Filed on May 06, 2021
243
$386.16 - $551.63 $93.8K - $134K
BMEZ
Black Rock Health Sciences Trust Ii

ETFs
Q1 2021 Filed on May 06, 2021
3,494
$25.3 - $30.68 $88.4K - $107K
SPAK
ETF Ser Solutions Defiance Nex
Q1 2021 Filed on May 06, 2021
700
N/A
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
Q1 2021 Filed on May 06, 2021
115
$51.26 - $70.12 $5.89K - $8.06K
BSTZ
Black Rock Science & Technology Trust Ii

N/A
Q1 2021 Filed on May 06, 2021
1,900
$32.58 - $40.3 $61.9K - $76.6K
BJAN
Innovator U.S. Equity Buffer E

ETFs
Q1 2021 Filed on May 06, 2021
1,640
$32.37 - $34.15 $53.1K - $56K
PDEC
Innovator U.S. Equity Power Bu
Q1 2021 Filed on May 06, 2021
1,487
N/A
IGV
Ishares Expanded Tech Software

ETFs
Q1 2021 Filed on May 06, 2021
501
$326.82 - $385.88 $164K - $193K
ACI
Albertsons Companies, Inc.

Consumer Defensive
Q1 2021 Filed on May 06, 2021
1,300
$16.17 - $20.42 $21K - $26.5K
FUBO
Fubo Tv Inc.

Communication Services
Q1 2021 Filed on May 06, 2021
60
$21.06 - $52.4 $1.26K - $3.14K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
Q1 2021 Filed on May 06, 2021
1,915
$25.16 - $27.93 $48.2K - $53.5K
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q4 2020 Filed on Feb 03, 2021
12,778
N/A
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