News + Filings Holdings
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INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
> SUSA
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | SUSA | 0 | -27,099 | 0 | -2,057,000 | |
| 09/30/2022 | iSHARES TRUST | SUSA | 27,099 | 2,303 | 2,057,000 | 56,000 | $75.91 |
| 06/30/2022 | iSHARES TRUST | SUSA | 24,796 | 0 | 2,001,000 | -400,000 | $80.70 |
| 03/31/2022 | iSHARES TRUST | SUSA | 24,796 | -443 | 2,401,000 | -281,000 | $96.83 |
| 12/31/2021 | iSHARES TRUST | SUSA | 25,239 | -709 | 2,682,000 | 192,000 | $106.26 |
| 09/30/2021 | iSHARES TRUST | SUSA | 25,948 | 9,444 | 2,490,000 | 1,041,000 | $95.96 |
| 03/31/2021 | iSHARES TRUST | SUSA | 16,504 | 5,169 | 1,449,000 | 516,000 | $87.80 |
| 12/31/2020 | iSHARES TRUST | SUSA | 11,335 | 5,468 | 933,000 | 70,000 | $82.31 |
| 09/30/2020 | iSHARES TRUST | SUSA | 5,867 | -377 | 863,000 | 28,000 | $147.09 |
| 06/30/2020 | iSHARES TRUST | SUSA | 6,244 | 588 | 835,000 | 214,000 | $133.73 |
| 03/31/2020 | iSHARES TRUST | SUSA | 5,656 | -224 | 621,000 | -167,000 | $109.79 |
| 12/31/2019 | iSHARES TRUST | SUSA | 5,880 | -68 | 788,000 | 53,000 | $134.01 |
| 09/30/2019 | iSHARES TRUST | SUSA | 5,948 | -49 | 735,000 | 4,000 | $123.57 |
| 06/30/2019 | iSHARES TRUST | SUSA | 5,997 | 17 | 731,000 | 24,000 | $121.89 |
| 03/31/2019 | iSHARES TRUST | SUSA | 5,980 | -519 | 707,000 | 37,000 | $118.23 |
| 12/31/2018 | iSHARES TRUST | SUSA | 6,499 | -1,532 | 670,000 | -289,000 | $103.09 |
| 09/30/2018 | iSHARES TRUST | SUSA | 8,031 | -895 | 959,000 | -48,000 | $119.41 |
| 06/30/2018 | iSHARES TRUST | SUSA | 8,926 | 16 | 1,007,000 | 19,000 | $112.82 |
| 03/31/2018 | iSHARES TRUST | SUSA | 8,910 | 8,910 | 988,000 | 988,000 | $110.89 |
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