Family Firm, Inc. Ishares Tr Us Telecommunicatio Transaction History

Family Firm, Inc.

$578 Million
Q4 2024

A detailed history of Family Firm, Inc. transactions in Ishares Tr Us Telecommunicatio stock. As of the latest transaction made, Family Firm, Inc. holds 17,130 shares of IYZ stock, worth $486,834. This represents 0.08% of its overall portfolio holdings.

Number of Shares

17,130

Previous 17,095 0.2%

Holding current value

$486,834

Previous $431,000 6.5%

% of portfolio

0.08%

Previous 0.05%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$25.22 - $28.15 $882 - $985	35 Added 0.2%	17,130 $459,000
Q3 2024 Oct 17, 2024	SELL	$21.65 - $25.28 $39,792 - $46,464	-1,838 Reduced 9.71%	17,095 $431,000
Q2 2024 Jul 24, 2024	BUY	$20.47 - $21.85 $40,018 - $42,716	1,955 Added 11.51%	18,933 $411,000
Q1 2024 May 01, 2024	SELL	$21.62 - $23.92 $53,812 - $59,536	-2,489 Reduced 12.79%	16,978 $373,000
Q4 2023 Feb 05, 2024	BUY	$19.9 - $22.82 $18,725 - $21,473	941 Added 5.08%	19,467 $443,000
Q3 2023 Oct 19, 2023	BUY	$21.07 - $22.86 $56,067 - $60,830	2,661 Added 16.77%	18,526 $394,000
Q2 2023 Aug 08, 2023	SELL	$20.98 - $23.09 $5,853 - $6,442	-279 Reduced 1.73%	15,865 $350,000
Q1 2023 May 01, 2023	BUY	$22.0 - $25.14 $36,278 - $41,455	1,649 Added 11.38%	16,144 $373,000
Q4 2022 Feb 07, 2023	SELL	$20.4 - $23.77 $41,187 - $47,991	-2,019 Reduced 12.23%	14,495 $325,000
Q3 2022 Nov 15, 2022	SELL	$20.88 - $27.03 $44,349 - $57,411	-2,124 Reduced 11.4%	16,514 $345,000
Q2 2022 Dec 01, 2022	BUY	$23.96 - $30.44 $19,527 - $24,808	815 Added 4.94%	17,329 $435,000
Q1 2022 Nov 30, 2022	BUY	$28.69 - $33.15 $20,255 - $23,403	706 Added 4.28%	17,220 $515,000
Q4 2021 Feb 02, 2022	BUY	$30.27 - $33.17 $1,543 - $1,691	51 Added 0.27%	18,638 $613,000
Q3 2021 Oct 22, 2021	SELL	$32.45 - $34.78 $291,920 - $312,880	-8,996 Reduced 32.61%	18,587 $610,000
Q2 2021 Jul 21, 2021	BUY	$32.49 - $33.93 $38,858 - $40,580	1,196 Added 4.53%	27,583 $916,000
Q4 2020 Jan 20, 2021	BUY	$26.37 - $30.93 $31,802 - $37,301	1,206 Added 4.79%	26,387 $830,000
Q3 2020 Nov 04, 2020	SELL	$26.63 - $29.5 $45,537 - $50,445	-1,710 Reduced 6.36%	25,181 $685,000
Q2 2020 Aug 10, 2020	BUY	$24.07 - $29.74 $43,398 - $53,621	1,803 Added 7.19%	26,891 $741,000
Q1 2020 Apr 29, 2020	BUY	$22.65 - $30.78 $83,918 - $114,039	3,705 Added 17.33%	25,088 $623,000
Q4 2019 Feb 04, 2020	SELL	$28.26 - $29.97 $77,545 - $82,237	-2,744 Reduced 11.37%	21,383 $639,000
Q3 2019 Nov 12, 2019	SELL	$27.65 - $30.64 $50,571 - $56,040	-1,829 Reduced 7.05%	24,127 $705,000
Q2 2019 Aug 06, 2019	SELL	$28.0 - $31.04 $25,648 - $28,432	-916 Reduced 3.41%	25,956 $764,000
Q1 2019 May 06, 2019	SELL	$26.14 - $29.82 $3,372 - $3,846	-129 Reduced 0.48%	26,872 $799,000
Q4 2018 Feb 05, 2019	SELL	$24.71 - $29.79 $260,715 - $314,314	-10,551 Reduced 28.1%	27,001 $711,000
Q3 2018 Oct 31, 2018	SELL	$27.56 - $30.08 $10,886 - $11,881	-395 Reduced 1.04%	37,552 $1.12 Million
Q2 2018 Aug 03, 2018	BUY	$26.51 - $28.06 $355,764 - $376,565	13,420 Added 54.72%	37,947 $1.05 Million
Q1 2018 Apr 26, 2018	BUY	$26.68 - $29.73 $366,743 - $408,668	13,746 Added 127.5%	24,527 $663,000
Q4 2017 Feb 07, 2018	BUY	$27.56 - $31.9 $297,124 - $343,913	10,781	10,781 $317,000

Others Institutions Holding IYZ

# of Institutions

169

Shares Held

14.9M

Call Options Held

109K

Put Options Held

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About ISHARES TR US TELECOMMUNICATIO

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