Institutional & Family Asset Management, LLC Closed Holding Positions

Institutional & Family Asset Management, LLC

  • $846 Million
  • Q2 2024
Stock Closed Quarter Shares Sold Price Range Trade History
VLY
Valley National Bancorp

Financial Services
Q2 2022 Filed on Aug 08, 2022
9,429
$10.34 - $13.04 $97.5K - $123K
MJ
ETF Managers Tr Etfmg Alternat

ETFs
Q2 2022 Filed on Aug 08, 2022
548
$5.8 - $10.48 $3.18K - $5.74K
POOL
Pool Corp

Industrials
Q2 2022 Filed on Aug 08, 2022
6
$332.18 - $433.54 $1.99K - $2.6K
Discovery Inc
Q2 2022 Filed on Aug 08, 2022
1,233
N/A
BCO
Brinks CO

Industrials
Q2 2022 Filed on Aug 08, 2022
9
$54.78 - $68.25 $493 - $614
AVK
Advent Convertible & Income Fund

Financial Services
Q2 2022 Filed on Aug 08, 2022
4,058
$11.75 - $15.91 $47.7K - $64.6K
XLI
Industrial Sector Spdr

ETFs
Q2 2022 Filed on Aug 08, 2022
111
$85.56 - $102.18 $9.5K - $11.3K
PEGA
Pegasystems Inc

Technology
Q2 2022 Filed on Aug 08, 2022
14
$44.01 - $81.45 $616 - $1.14K
Mgm Growth Pptys LLC
Q2 2022 Filed on Aug 08, 2022
316
N/A
Zynga Inc
Q2 2022 Filed on Aug 08, 2022
1,355
N/A
ADNT
Adient PLC

Consumer Cyclical
Q2 2022 Filed on Aug 08, 2022
95
$28.5 - $39.54 $2.71K - $3.76K
BHVN
Biohaven Pharmaceutical Holding CO Ltd.

Healthcare
Q2 2022 Filed on Aug 08, 2022
8
$83.14 - $145.99 $665 - $1.17K
CFG
Citizens Financial Group Inc

Financial Services
Q2 2022 Filed on Aug 08, 2022
1,546
$35.04 - $44.32 $54.2K - $68.5K
WHR
Whirlpool Corp

Consumer Cyclical
Q2 2022 Filed on Aug 08, 2022
374
$147.45 - $198.19 $55.1K - $74.1K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
Q2 2022 Filed on Aug 08, 2022
1,172
$101.11 - $126.58 $119K - $148K
CRON
Cronos Group Inc.

Healthcare
Q2 2022 Filed on Aug 08, 2022
1,000
$2.59 - $3.92 $2.59K - $3.92K
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 08, 2022
300
$24.68 - $30.52 $7.4K - $9.16K
SOXX
Ishares Semiconductor ETF

ETFs
Q2 2022 Filed on Aug 08, 2022
12
$349.61 - $471.65 $4.2K - $5.66K
ACB
Aurora Cannabis Inc

Healthcare
Q2 2022 Filed on Aug 08, 2022
83
$1.23 - $4.14 $102 - $344
Draftkings Inc
Q2 2022 Filed on Aug 08, 2022
60
N/A
MXI
Ishares Global Materials ETF

ETFs
Q2 2022 Filed on Aug 08, 2022
126
$73.73 - $95.41 $9.29K - $12K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
Q2 2022 Filed on Aug 08, 2022
99
$87.19 - $96.48 $8.63K - $9.55K
IYT
Ishares Tr U.S. Transportation

ETFs
Q2 2022 Filed on Aug 08, 2022
20
$207.48 - $259.6 $4.15K - $5.19K
TPTX
Turning Point Therapeutics, Inc.
Q2 2022 Filed on Aug 08, 2022
9
$24.32 - $75.3 $219 - $678
VOOG
Vanguard S&P 500 Growth ETF

ETFs
Q2 2022 Filed on Aug 08, 2022
5,683
$209.99 - $280.55 $1.19M - $1.59M
BL
Blackline, Inc.

Technology
Q2 2022 Filed on Aug 08, 2022
6
$51.79 - $78.32 $311 - $470
EZM
Wisdomtree U.S. Midcap Fund

ETFs
Q2 2022 Filed on Aug 08, 2022
19,346
$45.15 - $55.11 $873K - $1.07M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
Q2 2022 Filed on Aug 08, 2022
18,853
$101.26 - $104.65 $1.91M - $1.97M
IGBH
Ishares Interest Rate Hedged L

ETFs
Q2 2022 Filed on Aug 08, 2022
155
$23.06 - $24.35 $3.57K - $3.77K
KRE
Spdr S&P Regional Banking ETF

ETFs
Q2 2022 Filed on Aug 08, 2022
302
$56.85 - $68.24 $17.2K - $20.6K
WPP
Wpp PLC

Communication Services
Q2 2022 Filed on Aug 08, 2022
12
$48.25 - $66.36 $579 - $796
VRM
Vroom, Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 08, 2022
89
$1.07 - $2.83 $95.2 - $252
AEO
American Eagle Outfitters Inc

Consumer Cyclical
Q2 2022 Filed on Aug 08, 2022
59
$11.18 - $17.78 $660 - $1.05K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
Q2 2022 Filed on Aug 08, 2022
3,510
$52.03 - $65.46 $183K - $230K
VLUE
Ishares Msci Usa Value Factor

ETFs
Q2 2022 Filed on Aug 08, 2022
141
$88.4 - $105.81 $12.5K - $14.9K
IYE
Ishares Tr

ETFs
Q2 2022 Filed on Aug 08, 2022
453
$37.64 - $48.83 $17.1K - $22.1K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
Q2 2022 Filed on Aug 08, 2022
503
$31.92 - $38.05 $16.1K - $19.1K
CMDY
Ishares Us ETF Tr Bloomberg Ro

ETFs
Q2 2022 Filed on Aug 08, 2022
162
$58.24 - $67.63 $9.43K - $11K
IXN
Ishares Global Information Tec

ETFs
Q2 2022 Filed on Aug 08, 2022
245
$44.6 - $58.78 $10.9K - $14.4K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
Q2 2022 Filed on Aug 08, 2022
50
$40.85 - $51.04 $2.04K - $2.55K
MXL
Maxlinear Inc

Technology
Q2 2022 Filed on Aug 08, 2022
10
$33.14 - $56.77 $331 - $568
Exchange Traded Concepts Tr
Q2 2022 Filed on Aug 08, 2022
26
N/A
CHAD
Direxion Shs ETF Tr Daily Csi

ETFs
Q2 2022 Filed on Aug 08, 2022
60
N/A
Colfax Corp
Q2 2022 Filed on Aug 08, 2022
11
N/A
MGI
Moneygram International Inc

Financial Services
Q2 2022 Filed on Aug 08, 2022
73
$9.38 - $10.65 $685 - $777
SPPP
Sprott Physical Platinum & Palladium Trust

Financial Services
Q2 2022 Filed on Aug 08, 2022
200
$12.8 - $16.75 $2.56K - $3.35K
SBSW
Sibanye Stillwater LTD

Basic Materials
Q2 2022 Filed on Aug 08, 2022
75
$9.97 - $17.52 $748 - $1.31K
CVNA
Carvana Co.

Consumer Cyclical
Q2 2022 Filed on Aug 08, 2022
100
$20.92 - $132.96 $2.09K - $13.3K
AEIS
Advanced Energy Industries Inc

Industrials
Q1 2022 Filed on May 11, 2022
447
$78.42 - $93.73 $35.1K - $41.9K
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