Institutional & Family Asset Management, LLC Amplify ETF Tr Amplify Online Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 11, 2022	SELL	$56.84 - $89.45 $2,216 - $3,488	-39 Closed	0 $0
Q4 2021 Feb 14, 2022	SELL	$84.53 - $113.64 $111,241 - $149,550	-1,316 Reduced 97.12%	39 $3,000
Q3 2021 Nov 10, 2021	SELL	$109.27 - $129.35 $101,402 - $120,036	-928 Reduced 40.65%	1,355 $148,000
Q2 2021 Aug 10, 2021	SELL	$107.82 - $130.21 $99,302 - $119,923	-921 Reduced 28.75%	2,283 $296,000
Q1 2021 May 06, 2021	BUY	$113.06 - $139.13 $36,292 - $44,660	321 Added 11.13%	3,204 $398,000
Q4 2020 Feb 03, 2021	BUY	$88.74 - $118.32 $11,003 - $14,671	124 Added 4.49%	2,883 $330,000
Q3 2020 Oct 30, 2020	BUY	$72.21 - $93.9 $131,349 - $170,804	1,819 Added 193.51%	2,759 $243,000
Q2 2020 Aug 14, 2020	BUY	$38.83 - $71.13 $36,500 - $66,862	940 New	940 $66,000
Q3 2019 Nov 14, 2019	SELL	$46.43 - $51.55 $12,303 - $13,660	-265 Closed	0 $0
Q2 2019 Aug 14, 2019	BUY	$45.02 - $51.93 $8,328 - $9,607	185 Added 231.25%	265 $13,000
Q1 2019 May 13, 2019	BUY	$39.27 - $50.02 $3,141 - $4,001	80 New	80 $4,000
Q4 2018 Feb 14, 2019	SELL	$37.41 - $51.6 $162,733 - $224,460	-4,350 Closed	0 $0
Q3 2018 Nov 13, 2018	SELL	$50.67 - $54.51 $62,324 - $67,047	-1,230 Reduced 22.04%	4,350 $226,000
Q2 2018 Aug 13, 2018	BUY	$43.64 - $53.19 $68,645 - $83,667	1,573 Added 39.26%	5,580 $286,000
Q1 2018 May 14, 2018	BUY	$41.63 - $47.7 $166,811 - $191,133	4,007 New	4,007 $181,000

Others Institutions Holding IBUY

# of Institutions

Shares Held

742K

Call Options Held

Put Options Held

Envestnet Asset Management Inc

174K
Shares

$10 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

80.3K
Shares

$4.62 Million
0.0% of portfolio
Sfi Advisors, LLC Montclair, NJ

71.9K
Shares

$4.13 Million
3.3% of portfolio
Clark Capital Management Group, Inc. Philadelphia, PA

52.7K
Shares

$3.03 Million
0.02% of portfolio
Cetera Investment Advisers Schaumburg, IL

52.4K
Shares

$3.01 Million
0.01% of portfolio

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