Independent Family Office, LLC Ishares Tr Transaction History

Independent Family Office, LLC

$190 Million
Q4 2024

A detailed history of Independent Family Office, LLC transactions in Ishares Tr stock. As of the latest transaction made, Independent Family Office, LLC holds 17,056 shares of IEO stock, worth $1.61 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares

17,056

Previous 17,056 -0.0%

Holding current value

$1.61 Million

Previous $1.56 Million 1.99%

% of portfolio

0.81%

Previous 0.79%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$88.52 - $101.16 $422,683 - $483,039	4,775 Added 38.88%	17,056 $1.56 Million
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

# of Institutions

176

Shares Held

2.65M

Call Options Held

24.9K

Put Options Held

47.7K

View Full List

About ISHARES TR

Ticker IEO
Sector ETFs
Industry ETFs

More about IEO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Independent Family Office, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Independent Family Office, LLC with notifications on news.

Account

Independent Family Office, LLC Ishares Tr Transaction History