Family Firm, Inc. Ishares Tr Transaction History

Family Firm, Inc.

$578 Million
Q4 2024

A detailed history of Family Firm, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Family Firm, Inc. holds 16,277 shares of IYE stock, worth $790,573. This represents 0.13% of its overall portfolio holdings.

Number of Shares

16,277

Previous 16,164 0.7%

Holding current value

$790,573

Previous $749,000 1.07%

% of portfolio

0.13%

Previous 0.08%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$43.93 - $51.37 $4,964 - $5,804	113 Added 0.7%	16,277 $741,000
Q3 2024 Oct 17, 2024	BUY	$44.44 - $49.18 $9,821 - $10,868	221 Added 1.39%	16,164 $749,000
Q2 2024 Jul 24, 2024	BUY	$46.21 - $51.17 $4,805 - $5,321	104 Added 0.66%	15,943 $765,000
Q1 2024 May 01, 2024	BUY	$41.9 - $49.4 $35,237 - $41,545	841 Added 5.61%	15,839 $782,000
Q4 2023 Feb 05, 2024	BUY	$42.54 - $48.28 $467 - $531	11 Added 0.07%	14,998 $661,000
Q3 2023 Oct 19, 2023	SELL	$41.76 - $48.97 $26,225 - $30,753	-628 Reduced 4.02%	14,987 $710,000
Q2 2023 Aug 08, 2023	BUY	$40.39 - $45.87 $3,675 - $4,174	91 Added 0.59%	15,615 $668,000
Q1 2023 May 01, 2023	SELL	$40.63 - $49.07 $4,713 - $5,692	-116 Reduced 0.74%	15,524 $679,000
Q4 2022 Feb 07, 2023	BUY	$41.43 - $50.5 $13,133 - $16,008	317 Added 2.07%	15,640 $727,000
Q3 2022 Nov 15, 2022	SELL	$36.07 - $45.64 $56,557 - $71,563	-1,568 Reduced 9.28%	15,323 $602,000
Q2 2022 Dec 01, 2022	BUY	$37.64 - $48.83 $8,657 - $11,230	230 Added 1.5%	15,553 $593,000
Q1 2022 Nov 30, 2022	BUY	$31.0 - $42.12 $3,224 - $4,380	104 Added 0.68%	15,427 $631,000
Q4 2021 Feb 02, 2022	SELL	$28.79 - $32.36 $47,618 - $53,523	-1,654 Reduced 8.92%	16,891 $508,000
Q3 2021 Oct 22, 2021	BUY	$24.81 - $29.6 $3,795 - $4,528	153 Added 0.83%	18,545 $588,000
Q2 2021 Jul 21, 2021	BUY	$25.2 - $30.0 $4,258 - $5,070	169 Added 0.93%	18,392 $535,000
Q1 2021 May 06, 2021	SELL	$20.29 - $28.47 $80,206 - $112,541	-3,953 Reduced 17.83%	18,223 $478,000
Q4 2020 Jan 20, 2021	BUY	$14.89 - $22.07 $3,394 - $5,031	228 Added 1.04%	22,176 $506,000
Q3 2020 Nov 04, 2020	BUY	$15.96 - $20.59 $5,745 - $7,412	360 Added 1.67%	21,948 $350,000
Q2 2020 Aug 10, 2020	BUY	$14.58 - $24.77 $46,656 - $79,264	3,200 Added 17.4%	21,588 $432,000
Q1 2020 Apr 29, 2020	BUY	$12.58 - $32.54 $60,358 - $156,126	4,798 Added 35.31%	18,388 $282,000
Q4 2019 Feb 04, 2020	BUY	$29.95 - $32.92 $8,685 - $9,546	290 Added 2.18%	13,590 $437,000
Q2 2019 Aug 06, 2019	BUY	$31.84 - $37.32 $17,098 - $20,040	537 Added 4.21%	13,300 $458,000
Q1 2019 May 06, 2019	BUY	$31.51 - $36.65 $95,664 - $111,269	3,036 Added 31.21%	12,763 $460,000
Q4 2018 Feb 05, 2019	BUY	$29.27 - $43.05 $122,524 - $180,207	4,186 Added 75.55%	9,727 $303,000
Q3 2018 Oct 31, 2018	SELL	$39.59 - $42.74 $45,805 - $49,450	-1,157 Reduced 17.27%	5,541 $232,000
Q2 2018 Aug 03, 2018	SELL	$36.19 - $43.43 $16,828 - $20,194	-465 Reduced 6.49%	6,698 $281,000
Q1 2018 Apr 26, 2018	BUY	$36.21 - $42.68 $259,372 - $305,716	7,163 New	7,163 $265,000

Others Institutions Holding IYE

# of Institutions

342

Shares Held

15.4M

Call Options Held

9.8K

Put Options Held

1.1K

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About ISHARES TR

Ticker IYE
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