News + Filings Holdings
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INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
> IWM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IWM | 72,231 | 3,538 | 13,526,609,000 | 13,515,280,000 | $187,268.75 |
| 09/30/2022 | iSHARES TRUST | IWM | 68,693 | -387 | 11,329,000 | -370,000 | $164.92 |
| 06/30/2022 | iSHARES TRUST | IWM | 69,080 | 414 | 11,699,000 | -2,396,000 | $169.35 |
| 03/31/2022 | iSHARES TRUST | IWM | 68,666 | 3,395 | 14,095,000 | -424,000 | $205.27 |
| 12/31/2021 | iSHARES TRUST | IWM | 65,271 | -2,789 | 14,519,000 | -369,000 | $222.44 |
| 09/30/2021 | iSHARES TRUST | IWM | 68,060 | 8,085 | 14,888,000 | 1,637,000 | $218.75 |
| 03/31/2021 | iSHARES TRUST | IWM | 59,975 | -19,442 | 13,251,000 | -2,319,000 | $220.94 |
| 12/31/2020 | iSHARES TRUST | IWM | 79,417 | -3,440 | 15,570,000 | 3,159,000 | $196.05 |
| 09/30/2020 | iSHARES TRUST | IWM | 82,857 | 3,696 | 12,411,000 | 1,077,000 | $149.79 |
| 06/30/2020 | iSHARES TRUST | IWM | 79,161 | -926 | 11,334,000 | 2,167,000 | $143.18 |
| 03/31/2020 | iSHARES TRUST | IWM | 80,087 | -1,566 | 9,167,000 | -4,361,000 | $114.46 |
| 12/31/2019 | iSHARES TRUST | IWM | 81,653 | 803 | 13,528,000 | 1,292,000 | $165.68 |
| 09/30/2019 | iSHARES TRUST | IWM | 80,850 | -121 | 12,236,000 | -355,000 | $151.34 |
| 06/30/2019 | iSHARES TRUST | IWM | 80,971 | -488 | 12,591,000 | 121,000 | $155.50 |
| 03/31/2019 | iSHARES TRUST | IWM | 81,459 | -945 | 12,470,000 | 1,436,000 | $153.08 |
| 12/31/2018 | iSHARES TRUST | IWM | 82,404 | -14,640 | 11,034,000 | -5,323,000 | $133.90 |
| 09/30/2018 | iSHARES TRUST | IWM | 97,044 | -1,006 | 16,357,000 | 299,000 | $168.55 |
| 06/30/2018 | iSHARES TRUST | IWM | 98,050 | -206 | 16,058,000 | 1,140,000 | $163.77 |
| 03/31/2018 | iSHARES TRUST | IWM | 98,256 | -31,257 | 14,918,000 | -4,828,000 | $151.83 |
| 12/31/2017 | iSHARES TRUST | IWM | 129,513 | 8,233 | 19,746,000 | 1,775,000 | $152.46 |
| 09/30/2017 | iSHARES TRUST | IWM | 121,280 | 6,571 | 17,971,000 | 1,806,000 | $148.18 |
| 06/30/2017 | iSHARES TRUST | IWM | 114,709 | 5,456 | 16,165,000 | 1,145,000 | $140.92 |
| 03/31/2017 | iSHARES TRUST | IWM | 109,253 | 79,742 | 15,020,000 | 11,040,000 | $137.48 |
| 12/31/2016 | iSHARES TRUST | IWM | 29,511 | -66,800 | 3,980,000 | -7,983,000 | $134.86 |
| 09/30/2016 | iSHARES TRUST | IWM | 96,311 | -4,200 | 11,963,000 | 406,000 | $124.21 |
| 06/30/2016 | iSHARES TRUST | IWM | 100,511 | 3,492 | 11,557,000 | 631,000 | $114.98 |
| 03/31/2016 | iSHARES TRUST | IWM | 97,019 | 97,019 | 10,926,000 | 10,926,000 | $112.62 |
| 12/31/2015 | iSHARES TRUST | IWM | 97,019 | 97,019 | 10,926,000 | 10,926,000 | $112.62 |
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