Family Firm, Inc. Ishares Tr Global Utils ETF Transaction History

Family Firm, Inc.

$578 Million
Q4 2024

A detailed history of Family Firm, Inc. transactions in Ishares Tr Global Utils ETF stock. As of the latest transaction made, Family Firm, Inc. holds 9,459 shares of JXI stock, worth $639,144. This represents 0.1% of its overall portfolio holdings.

Number of Shares

9,459

Previous 10,433 9.34%

Holding current value

$639,144

Previous $738,000 17.89%

% of portfolio

0.1%

Previous 0.08%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	$63.23 - $71.27 $61,586 - $69,416	-974 Reduced 9.34%	9,459 $606,000
Q3 2024 Oct 17, 2024	SELL	$59.7 - $70.74 $298 - $353	-5 Reduced 0.05%	10,433 $738,000
Q2 2024 Jul 24, 2024	BUY	$56.33 - $64.81 $7,041 - $8,101	125 Added 1.21%	10,438 $624,000
Q4 2023 Feb 05, 2024	BUY	$51.66 - $60.75 $140,411 - $165,118	2,718 Added 35.79%	10,313 $602,000
Q3 2023 Oct 19, 2023	BUY	$53.83 - $61.72 $65,241 - $74,804	1,212 Added 18.99%	7,595 $410,000
Q2 2023 Aug 08, 2023	BUY	$58.87 - $62.93 $4,886 - $5,223	83 Added 1.32%	6,383 $381,000
Q4 2022 Feb 07, 2023	BUY	$51.65 - $62.09 $4,596 - $5,526	89 Added 1.43%	6,300 $379,000
Q3 2022 Nov 15, 2022	BUY	$54.76 - $65.82 $4,983 - $5,989	91 Added 1.49%	6,211 $340,000
Q1 2022 Nov 30, 2022	SELL	$59.84 - $65.84 $5,445 - $5,991	-91 Reduced 1.47%	6,120 $403,000
Q4 2021 Feb 02, 2022	BUY	$59.05 - $64.7 $4,605 - $5,046	78 Added 1.29%	6,120 $396,000
Q2 2021 Jul 21, 2021	BUY	$59.44 - $63.33 $49,929 - $53,197	840 Added 16.15%	6,042 $359,000
Q1 2021 May 06, 2021	BUY	$55.73 - $61.1 $38,620 - $42,342	693 Added 15.37%	5,202 $315,000
Q4 2020 Jan 20, 2021	BUY	$56.75 - $62.05 $3,405 - $3,723	60 Added 1.35%	4,509 $273,000
Q2 2020 Aug 10, 2020	BUY	$47.39 - $57.79 $1,706 - $2,080	36 Added 0.82%	4,449 $237,000
Q4 2019 Feb 04, 2020	BUY	$56.2 - $58.72 $3,034 - $3,170	54 Added 1.24%	4,413 $259,000
Q2 2019 Aug 06, 2019	BUY	N/A	61 Added 1.42%	4,359 $238,000
Q4 2018 Feb 05, 2019	BUY	N/A	48 Added 1.13%	4,298 $211,000
Q2 2018 Aug 03, 2018	BUY	N/A	4,250 New	4,250 $208,000

Others Institutions Holding JXI

# of Institutions

Shares Held

707K

Call Options Held

Put Options Held

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About ISHARES TR GLOBAL UTILS ETF

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