Family Firm, Inc. Ishares Tr U S Utils ETF Transaction History

Family Firm, Inc.

$578 Million
Q4 2024

A detailed history of Family Firm, Inc. transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, Family Firm, Inc. holds 22,783 shares of IDU stock, worth $2.28 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

22,783

Previous 22,957 0.76%

Holding current value

$2.28 Million

Previous $2.34 Million 6.45%

% of portfolio

0.38%

Previous 0.25%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	$94.65 - $105.73 $16,469 - $18,397	-174 Reduced 0.76%	22,783 $2.19 Million
Q3 2024 Oct 17, 2024	SELL	$87.2 - $102.21 $9,417 - $11,038	-108 Reduced 0.47%	22,957 $2.34 Million
Q2 2024 Jul 24, 2024	SELL	$80.91 - $92.63 $63,271 - $72,436	-782 Reduced 3.28%	23,065 $2.03 Million
Q1 2024 May 01, 2024	SELL	$76.16 - $84.52 $11,576 - $12,847	-152 Reduced 0.63%	23,847 $2.02 Million
Q4 2023 Feb 05, 2024	BUY	$70.39 - $82.51 $26,325 - $30,858	374 Added 1.58%	23,999 $1.92 Million
Q3 2023 Oct 19, 2023	BUY	$73.46 - $85.26 $45,765 - $53,116	623 Added 2.71%	23,625 $1.74 Million
Q2 2023 Aug 08, 2023	BUY	$79.78 - $86.19 $38,134 - $41,198	478 Added 2.12%	23,002 $1.88 Million
Q1 2023 May 01, 2023	BUY	$78.76 - $88.37 $61,354 - $68,840	779 Added 3.58%	22,524 $1.89 Million
Q4 2022 Feb 07, 2023	BUY	$76.38 - $89.16 $21,844 - $25,499	286 Added 1.33%	21,745 $1.88 Million
Q3 2022 Nov 15, 2022	SELL	$81.13 - $95.89 $71,637 - $84,670	-883 Reduced 3.95%	21,459 $1.74 Million
Q2 2022 Dec 01, 2022	BUY	$78.85 - $93.89 $26,966 - $32,110	342 Added 1.59%	21,801 $1.87 Million
Q1 2022 Nov 30, 2022	BUY	$79.56 - $91.11 $18,378 - $21,046	231 Added 1.08%	21,690 $1.97 Million
Q4 2021 Feb 02, 2022	BUY	$79.02 - $88.43 $9,324 - $10,434	118 Added 0.53%	22,342 $1.98 Million
Q3 2021 Oct 22, 2021	SELL	$78.65 - $86.24 $43,572 - $47,776	-554 Reduced 2.43%	22,224 $1.85 Million
Q2 2021 Jul 21, 2021	BUY	$78.5 - $83.84 $19,389 - $20,708	247 Added 1.1%	22,778 $1.79 Million
Q1 2021 May 06, 2021	BUY	$72.46 - $79.63 $34,563 - $37,983	477 Added 2.16%	22,531 $1.79 Million
Q4 2020 Jan 20, 2021	BUY	$73.61 - $82.19 $758,256 - $846,639	10,301 Added 87.65%	22,054 $1.72 Million
Q3 2020 Nov 04, 2020	BUY	$70.19 - $76.14 $42,535 - $46,140	606 Added 5.44%	11,753 $1.72 Million
Q2 2020 Aug 10, 2020	SELL	$64.5 - $78.05 $16,125 - $19,512	-250 Reduced 2.19%	11,147 $1.56 Million
Q1 2020 Apr 29, 2020	SELL	$56.5 - $88.53 $56,726 - $88,884	-1,004 Reduced 8.1%	11,397 $1.57 Million
Q4 2019 Feb 04, 2020	SELL	$77.06 - $81.5 $16,799 - $17,767	-218 Reduced 1.73%	12,401 $2.01 Million
Q3 2019 Nov 12, 2019	SELL	$74.74 - $81.66 $28,401 - $31,030	-380 Reduced 2.92%	12,619 $2.06 Million
Q2 2019 Aug 06, 2019	SELL	$72.15 - $77.08 $15,151 - $16,186	-210 Reduced 1.59%	12,999 $1.96 Million
Q1 2019 May 06, 2019	SELL	$65.82 - $74.61 $43,441 - $49,242	-660 Reduced 4.76%	13,209 $1.95 Million
Q4 2018 Feb 05, 2019	SELL	$65.33 - $72.1 $41,157 - $45,423	-630 Reduced 4.35%	13,869 $1.86 Million
Q3 2018 Oct 31, 2018	SELL	$65.43 - $69.3 $35,855 - $37,976	-548 Reduced 3.64%	14,499 $1.95 Million
Q2 2018 Aug 03, 2018	BUY	$61.72 - $66.07 $115,231 - $123,352	1,867 Added 14.17%	15,047 $1.99 Million
Q1 2018 Apr 26, 2018	BUY	$59.97 - $65.92 $281,679 - $309,626	4,697 Added 55.37%	13,180 $1.68 Million
Q4 2017 Feb 07, 2018	BUY	$65.78 - $71.11 $61,701 - $66,701	938 Added 12.43%	8,483 $1.13 Million
Q3 2017 Nov 07, 2017	SELL	$66.38 - $67.19 $16,860 - $17,066	-254 Reduced 3.26%	7,545 $1 Million
Q2 2017 Aug 08, 2017	BUY	N/A	7,799	7,799 $1.01 Million

Others Institutions Holding IDU

# of Institutions

298

Shares Held

6.71M

Call Options Held

Put Options Held

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About ISHARES TR U S UTILS ETF

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