News + Filings Holdings
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INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
> IVV
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IVV | 20,978 | -9,007 | 9,350,170,000 | 9,339,416,000 | $445,713.13 |
| 09/30/2022 | iSHARES TRUST | IVV | 29,985 | -3,930 | 10,754,000 | -2,105,000 | $358.65 |
| 06/30/2022 | iSHARES TRUST | IVV | 33,915 | 702 | 12,859,000 | -2,209,000 | $379.15 |
| 03/31/2022 | iSHARES TRUST | IVV | 33,213 | -272 | 15,068,000 | -904,000 | $453.68 |
| 12/31/2021 | iSHARES TRUST | IVV | 33,485 | -3,219 | 15,972,000 | 159,000 | $476.99 |
| 09/30/2021 | iSHARES TRUST | IVV | 36,704 | -2,649 | 15,813,000 | 158,000 | $430.82 |
| 03/31/2021 | iSHARES TRUST | IVV | 39,353 | -1,348 | 15,655,000 | 376,000 | $397.81 |
| 12/31/2020 | iSHARES TRUST | IVV | 40,701 | 1,964 | 15,279,000 | 2,261,000 | $375.40 |
| 09/30/2020 | iSHARES TRUST | IVV | 38,737 | -404 | 13,018,000 | 897,000 | $336.06 |
| 06/30/2020 | iSHARES TRUST | IVV | 39,141 | 924 | 12,121,000 | 2,246,000 | $309.68 |
| 03/31/2020 | iSHARES TRUST | IVV | 38,217 | 362 | 9,875,000 | -2,361,000 | $258.39 |
| 12/31/2019 | iSHARES TRUST | IVV | 37,855 | 27 | 12,236,000 | 944,000 | $323.23 |
| 09/30/2019 | iSHARES TRUST | IVV | 37,828 | -4,229 | 11,292,000 | -1,104,000 | $298.51 |
| 06/30/2019 | iSHARES TRUST | IVV | 42,057 | -1,358 | 12,396,000 | 42,000 | $294.74 |
| 03/31/2019 | iSHARES TRUST | IVV | 43,415 | -766 | 12,354,000 | 1,238,000 | $284.56 |
| 12/31/2018 | iSHARES TRUST | IVV | 44,181 | -1,890 | 11,116,000 | -2,370,000 | $251.60 |
| 09/30/2018 | iSHARES TRUST | IVV | 46,071 | 3,285 | 13,486,000 | 1,803,000 | $292.72 |
| 06/30/2018 | iSHARES TRUST | IVV | 42,786 | 8,386 | 11,683,000 | 2,554,000 | $273.06 |
| 03/31/2018 | iSHARES TRUST | IVV | 34,400 | 32,165 | 9,129,000 | 8,528,000 | $265.38 |
| 12/31/2017 | iSHARES TRUST | IVV | 2,235 | 59 | 601,000 | 51,000 | $268.90 |
| 09/30/2017 | iSHARES TRUST | IVV | 2,176 | 551 | 550,000 | 154,000 | $252.76 |
| 06/30/2017 | iSHARES TRUST | IVV | 1,625 | 347 | 396,000 | 93,000 | $243.69 |
| 03/31/2017 | iSHARES TRUST | IVV | 1,278 | -294 | 303,000 | -51,000 | $237.09 |
| 12/31/2016 | iSHARES TRUST | IVV | 1,572 | 1,572 | 354,000 | 354,000 | $225.19 |
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