Institutional & Family Asset Management, LLC Ishares Interest Rate Hedged L 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	$23.06 - $24.35 $3,574 - $3,774	-155 Closed	0 $0
Q1 2022 May 11, 2022	SELL	$22.87 - $24.95 $27,215 - $29,690	-1,190 Reduced 88.48%	155 $4,000
Q4 2020 Feb 03, 2021	BUY	$23.27 - $24.96 $31,298 - $33,571	1,345 New	1,345 $34,000

Others Institutions Holding IGBH

# of Institutions

Shares Held

2.24M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

615K
Shares

$14.9 Million
0.0% of portfolio
Yeomans Consulting Group, Inc. Marietta, GA

473K
Shares

$11.5 Million
4.29% of portfolio
Kovitz Investment Group Partners, LLC

265K
Shares

$6.43 Million
0.06% of portfolio
Sound Income Strategies, LLC

241K
Shares

$5.84 Million
0.42% of portfolio
Goodman Advisory Group, LLC

127K
Shares

$3.08 Million
0.92% of portfolio

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