Institutional & Family Asset Management, LLC Ishares Us ETF Tr Bloomberg Ro Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 08, 2022	SELL	$58.24 - $67.63 $9,434 - $10,956	-162 Closed	0 $0
Q1 2022 May 11, 2022	BUY	$49.81 - $65.25 $4,831 - $6,329	97 Added 149.23%	162 $10,000
Q3 2021 Nov 10, 2021	BUY	$53.47 - $58.68 $3,475 - $3,814	65 New	65 $4,000

Others Institutions Holding CMDY

# of Institutions

Shares Held

2.72M

Call Options Held

14.1K

Put Options Held

Alaska Permanent Capital Management

769K
Shares

$36 Million
3.05% of portfolio
Apcm Wealth Management For Individuals

356K
Shares

$16.7 Million
2.68% of portfolio
Envestnet Asset Management Inc

305K
Shares

$14.3 Million
0.01% of portfolio
Principal Securities, Inc. Des Moines, IA

212K
Shares

$9.9 Million
0.26% of portfolio
Disciplina Capital Management LLC Nashville, TN

104K
Shares

$4.87 Million
0.83% of portfolio

View Full List

About ISHARES US ETF TR BLOOMBERG RO

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