A detailed history of Independent Family Office, LLC transactions in Ishares Tr stock. As of the latest transaction made, Independent Family Office, LLC holds 12,281 shares of IEO stock, worth $1.1 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
12,281
Previous 17,339 29.17%
Holding current value
$1.1 Million
Previous $1.85 Million 34.09%
% of portfolio
0.7%
Previous 1.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$96.41 - $111.94 $487,641 - $566,192
-5,058 Reduced 29.17%
12,281 $1.22 Million
Q1 2024

Apr 29, 2024

SELL
$87.76 - $106.97 $49,145 - $59,903
-560 Reduced 3.13%
17,339 $1.85 Million
Q4 2023

Jan 30, 2024

BUY
$89.35 - $102.39 $89,081 - $102,082
997 Added 5.9%
17,899 $1.67 Million
Q2 2023

Jul 25, 2023

BUY
$78.88 - $90.31 $204,614 - $234,264
2,594 Added 18.13%
16,902 $1.44 Million
Q2 2022

Aug 01, 2022

SELL
$76.86 - $105.4 $21,828 - $29,933
-284 Reduced 1.95%
14,308 $1.11 Million
Q1 2022

May 16, 2022

SELL
$63.08 - $87.03 $25,358 - $34,986
-402 Reduced 2.68%
14,592 $1.23 Million
Q4 2021

Feb 09, 2022

BUY
$57.79 - $66.64 $123,786 - $142,742
2,142 Added 16.67%
14,994 $918,000
Q3 2021

Nov 04, 2021

SELL
$46.6 - $58.66 $99,817 - $125,649
-2,142 Reduced 14.29%
12,852 $747,000
Q1 2021

May 18, 2021

SELL
$35.91 - $53.46 $215 - $320
-6 Reduced 0.04%
14,994 $730,000
Q4 2020

Feb 16, 2021

BUY
$24.48 - $38.57 $367,200 - $578,550
15,000 New
15,000 $538,000

Others Institutions Holding IEO

About ISHARES TR


  • Ticker IEO
  • Sector ETFs
  • Industry ETFs
More about IEO
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