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INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
> TLT
Date | Name | Ticker | Shares | Change | Value | Change | Price |
06/30/2023 | iSHARES TRUST | TLT | 4,996 | 4,996 | 514,288,000 | 514,288,000 | $102,939.95 |
03/31/2021 | iSHARES TRUST | TLT | 0 | -31,808 | 0 | -5,017,000 | |
12/31/2020 | iSHARES TRUST | TLT | 31,808 | 707 | 5,017,000 | -61,000 | $157.73 |
09/30/2020 | iSHARES TRUST | TLT | 31,101 | -4,077 | 5,078,000 | -689,000 | $163.27 |
06/30/2020 | iSHARES TRUST | TLT | 35,178 | -1,405 | 5,767,000 | -268,000 | $163.94 |
03/31/2020 | iSHARES TRUST | TLT | 36,583 | -751 | 6,035,000 | 977,000 | $164.97 |
12/31/2019 | iSHARES TRUST | TLT | 37,334 | 25,426 | 5,058,000 | 3,354,000 | $135.48 |
09/30/2019 | iSHARES TRUST | TLT | 11,908 | 9,604 | 1,704,000 | 1,398,000 | $143.10 |
06/30/2019 | iSHARES TRUST | TLT | 2,304 | -37,344 | 306,000 | -4,707,000 | $132.81 |
03/31/2019 | iSHARES TRUST | TLT | 39,648 | -1,466 | 5,013,000 | 17,000 | $126.44 |
12/31/2018 | iSHARES TRUST | TLT | 41,114 | -7,949 | 4,996,000 | -758,000 | $121.52 |
09/30/2018 | iSHARES TRUST | TLT | 49,063 | -402 | 5,754,000 | -267,000 | $117.28 |
06/30/2018 | iSHARES TRUST | TLT | 49,465 | 192 | 6,021,000 | 15,000 | $121.72 |
03/31/2018 | iSHARES TRUST | TLT | 49,273 | -8,670 | 6,006,000 | -1,345,000 | $121.89 |
12/31/2017 | iSHARES TRUST | TLT | 57,943 | 3,743 | 7,351,000 | 589,000 | $126.87 |
09/30/2017 | iSHARES TRUST | TLT | 54,200 | 2,700 | 6,762,000 | 318,000 | $124.76 |
06/30/2017 | iSHARES TRUST | TLT | 51,500 | 3,800 | 6,444,000 | 686,000 | $125.13 |
03/31/2017 | iSHARES TRUST | TLT | 47,700 | 47,700 | 5,758,000 | 5,758,000 | $120.71 |
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