Family Asset Management, LLC Ishares Tr Transaction History

Family Asset Management, LLC

$166 Billion
Q3 2024

A detailed history of Family Asset Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Family Asset Management, LLC holds 2,645 shares of IYH stock, worth $168,936. This represents 0.1% of its overall portfolio holdings.

Number of Shares

2,645

Previous 2,855 7.36%

Holding current value

$168,936

Previous $175 Million 1.72%

% of portfolio

0.1%

Previous 0.11%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	SELL	$60.29 - $66.38 $12,660 - $13,939	-210 Reduced 7.36%	2,645 $172 Million
Q2 2024 Aug 01, 2024	SELL	$58.05 - $61.75 $2,322 - $2,470	-40 Reduced 1.38%	2,855 $175 Million
Q1 2024 May 14, 2024	BUY	$60.83 - $309.78 $137,049 - $697,934	2,253 Added 350.93%	2,895 $179 Million
Q4 2023 Feb 06, 2024	SELL	$257.23 - $286.28 $7,459 - $8,302	-29 Reduced 4.32%	642 $184 Million
Q3 2023 Nov 02, 2023	SELL	$270.07 - $286.44 $148,808 - $157,828	-551 Reduced 45.09%	671 $181 Million

Q2 2023 Jul 27, 2023	BUY	$267.13 - $285.74 $3,739 - $4,000	14 Added 1.16%	1,222 $342 Million
Q1 2023 May 03, 2023	SELL	$260.66 - $283.72 $370,397 - $403,166	-1,421 Reduced 54.05%	1,208 $330 Million
Q4 2022 Jan 18, 2023	BUY	$50.9 - $291.18 $133,816 - $765,512	2,629 New	2,629 $746 Million

Others Institutions Holding IYH

# of Institutions

550

Shares Held

23.6M

Call Options Held

5.5K

Put Options Held

4.4K

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About ISHARES TR

Ticker IYH
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Family Asset Management, LLC Ishares Tr Transaction History