Bison Wealth, LLC Ishares Tr Mtg Real Estate ETF Transaction History

Bison Wealth, LLC

$561 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 02, 2022	SELL	$32.67 - $38.38 $2,319 - $2,724	-71 Reduced 47.33%	79 $3,000
Q2 2021 Aug 02, 2021	BUY	$34.59 - $38.89 $5,188 - $5,833	150 New	150 $6,000

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
Sector ETFs
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