INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
Position in QLTA — iShares Aaa - A Rated Corporate Bond ETF
CIK 1673815
Fort Collins, CO
All Filings in QLTA
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-06-30 QLTA | $48,687 | 1,039 | Shares | Sole | 2024-07-05 | |
| 2024-03-31 QLTA | $49,331 | 1,039 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 QLTA | $50,007 | 1,039 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 QLTA | $46,838 | 1,039 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 QLTA | $49,020 | 1,039 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 QLTA | $49,705 | 1,039 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 QLTA | $48,136 | 1,039 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 QLTA | $47,139 | 1,039 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 QLTA | $50,152 | 1,039 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 QLTA | $53,851 | 1,039 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 QLTA | $58,246 | 1,039 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 QLTA | $58,526 | 1,039 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 QLTA | $59,067 | 1,039 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 QLTA | $57,591 | 1,039 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 QLTA | $265,388 | 4,535 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 QLTA | $260,755 | 4,509 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 QLTA | $259,817 | 4,492 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 QLTA | $202,970 | 3,681 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||