Baystate Wealth Management LLC Ishares Tr Mtg Real Estate ETF Transaction History

Baystate Wealth Management LLC

$1.36 Billion
Q4 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 21, 2022	SELL	$32.67 - $38.38 $816 - $959	-25 Closed	0 $0
Q2 2021 Jul 26, 2021	BUY	$34.59 - $38.89 $864 - $972	25 New	25 $1,000

Others Institutions Holding REM

# of Institutions

132

Shares Held

8.11M

Call Options Held

131K

Put Options Held

352K

Morgan Stanley New York, NY

1.2M
Shares

$27.8 Million
0.0% of portfolio
Wny Asset Management, LLC Williamsville, NY

847K
Shares

$19.6 Million
2.59% of portfolio
Wells Fargo & Company San Francisco, CA

772K
Shares

$17.9 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

586K
Shares

$13.6 Million
0.0% of portfolio
Envestnet Asset Management Inc

454K
Shares

$10.5 Million
0.0% of portfolio

About ISHARES TR MTG REAL ESTATE ETF

Ticker REM
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