A detailed history of Family Firm, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Family Firm, Inc. holds 34,739 shares of IYG stock, worth $2.7 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
34,739
Previous 36,316 4.34%
Holding current value
$2.7 Million
Previous $2.37 Million 4.18%
% of portfolio
0.26%
Previous 0.26%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

SELL
$64.2 - $71.76 $101,243 - $113,165
-1,577 Reduced 4.34%
34,739 $2.47 Million
Q2 2024

Jul 24, 2024

SELL
$62.27 - $67.11 $94,899 - $102,275
-1,524 Reduced 4.03%
36,316 $2.37 Million
Q1 2024

May 01, 2024

BUY
$63.91 - $191.92 $1.61 Million - $4.84 Million
25,216 Added 199.75%
37,840 $2.51 Million
Q4 2023

Feb 05, 2024

SELL
$145.02 - $179.81 $66,854 - $82,892
-461 Reduced 3.52%
12,624 $2.26 Million
Q3 2023

Oct 19, 2023

SELL
$154.42 - $169.5 $211,092 - $231,706
-1,367 Reduced 9.46%
13,085 $2.02 Million
Q2 2023

Aug 08, 2023

BUY
$144.44 - $157.99 $189,505 - $207,282
1,312 Added 9.98%
14,452 $2.28 Million
Q1 2023

May 01, 2023

BUY
$145.23 - $176.24 $8,568 - $10,398
59 Added 0.45%
13,140 $1.98 Million
Q4 2022

Feb 07, 2023

SELL
$46.92 - $169.19 $8,774 - $31,638
-187 Reduced 1.41%
13,081 $2.06 Million
Q3 2022

Nov 15, 2022

SELL
$47.08 - $57.16 $10,169 - $12,346
-216 Reduced 1.6%
13,268 $1.87 Million
Q2 2022

Dec 01, 2022

BUY
$48.28 - $60.23 $1,255 - $1,565
26 Added 0.2%
13,294 $1.97 Million
Q1 2022

Nov 30, 2022

BUY
$55.98 - $67.65 $14,498 - $17,521
259 Added 1.95%
13,527 $2.44 Million
Q4 2021

Feb 02, 2022

BUY
$61.79 - $67.85 $2,286 - $2,510
37 Added 0.28%
13,484 $2.6 Million
Q3 2021

Oct 22, 2021

BUY
$59.43 - $64.96 $2,258 - $2,468
38 Added 0.28%
13,447 $2.71 Million
Q2 2021

Jul 21, 2021

SELL
$57.88 - $63.59 $8,624 - $9,474
-149 Reduced 1.1%
13,409 $2.48 Million
Q1 2021

May 06, 2021

SELL
$48.45 - $58.92 $29,021 - $35,293
-599 Reduced 4.23%
13,558 $2.32 Million
Q4 2020

Jan 20, 2021

BUY
$39.45 - $50.02 $13,255 - $16,806
336 Added 2.43%
14,157 $2.2 Million
Q3 2020

Nov 04, 2020

BUY
$38.91 - $43.53 $36,147 - $40,439
929 Added 7.21%
13,821 $1.69 Million
Q2 2020

Aug 10, 2020

BUY
$32.09 - $45.18 $20,922 - $29,457
652 Added 5.33%
12,892 $1.54 Million
Q1 2020

Apr 29, 2020

BUY
$28.97 - $52.03 $56,085 - $100,730
1,936 Added 18.79%
12,240 $1.26 Million
Q4 2019

Feb 04, 2020

BUY
$43.52 - $50.81 $1,088 - $1,270
25 Added 0.24%
10,304 $1.56 Million
Q3 2019

Nov 12, 2019

SELL
$45.33 - $46.53 $13,281 - $13,633
-293 Reduced 2.77%
10,279 $1.4 Million
Q2 2019

Aug 06, 2019

BUY
N/A
704 Added 7.13%
10,572 $1.42 Million
Q1 2019

May 06, 2019

SELL
N/A
-194 Reduced 1.93%
9,868 $1.23 Million
Q4 2018

Feb 05, 2019

BUY
N/A
945 Added 10.37%
10,062 $1.13 Million
Q3 2018

Oct 31, 2018

SELL
N/A
-200 Reduced 2.15%
9,117 $1.22 Million
Q2 2018

Aug 03, 2018

SELL
N/A
-347 Reduced 3.59%
9,317 $1.21 Million
Q1 2018

Apr 26, 2018

SELL
N/A
-682 Reduced 6.59%
9,664 $1.27 Million
Q4 2017

Feb 07, 2018

SELL
N/A
-485 Reduced 4.48%
10,346 $1.35 Million
Q3 2017

Nov 07, 2017

BUY
N/A
27 Added 0.25%
10,831 $1.3 Million
Q2 2017

Aug 08, 2017

BUY
N/A
10,804
10,804 $1.23 Million

Others Institutions Holding IYG

About ISHARES TR


  • Ticker IYG
  • Sector ETFs
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