A detailed history of Beacon Financial Advisory LLC transactions in Ishares Tr Mtg Real Estate ETF stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 9,187 shares of REM stock, worth $210,841. This represents 0.08% of its overall portfolio holdings.

Number of Shares
9,187
Previous 9,413 2.4%
Holding current value
$210,841
Previous $208,000 4.81%
% of portfolio
0.08%
Previous 0.08%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

SELL
$21.9 - $24.73 $4,949 - $5,588
-226 Reduced 2.4%
9,187 $218,000
Q2 2024

Jul 26, 2024

BUY
$21.22 - $23.31 $6,535 - $7,179
308 Added 3.38%
9,413 $208,000
Q1 2024

May 01, 2024

SELL
$21.23 - $23.8 $17,429 - $19,539
-821 Reduced 8.27%
9,105 $211,000
Q4 2023

Jan 23, 2024

SELL
$19.05 - $25.03 $10,744 - $14,116
-564 Reduced 5.38%
9,926 $234,000
Q2 2023

Jul 17, 2023

BUY
$20.47 - $23.6 $4,216 - $4,861
206 Added 2.0%
10,490 $247,000
Q1 2023

Apr 18, 2023

BUY
$20.01 - $27.05 $2,481 - $3,354
124 Added 1.22%
10,284 $224,000
Q4 2022

Jan 20, 2023

BUY
$19.96 - $25.51 $698 - $892
35 Added 0.35%
10,160 $0
Q3 2022

Oct 21, 2022

BUY
$20.94 - $30.69 $8,103 - $11,877
387 Added 3.97%
10,125 $212,000
Q2 2022

Jul 25, 2022

BUY
$24.0 - $32.91 $17,664 - $24,221
736 Added 8.18%
9,738 $260,000
Q1 2022

Apr 27, 2022

BUY
$30.92 - $35.31 $1,051 - $1,200
34 Added 0.38%
9,002 $294,000
Q4 2021

Jan 21, 2022

SELL
$32.67 - $38.38 $11,042 - $12,972
-338 Reduced 3.63%
8,968 $309,000
Q3 2021

Nov 15, 2021

BUY
$34.95 - $37.35 $325,244 - $347,579
9,306 New
9,306 $337,000

Others Institutions Holding REM

About ISHARES TR MTG REAL ESTATE ETF


  • Ticker REM
  • Sector ETFs
  • Industry ETFs
More about REM
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