Institutional & Family Asset Management, LLC Ishares Interest Rate Hedged L Call Options Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

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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