Capital Analysts, LLC Ishares Tr Residential And Mul Transaction History

Capital Analysts, LLC

$2.26 Billion
Q2 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2018 Nov 07, 2018	SELL	N/A	-63 Closed	0 $0
Q4 2017 Feb 14, 2018	SELL	N/A	-322 Reduced 83.64%	63 $4,000
Q4 2017 Feb 12, 2018	BUY	N/A	322 Added 511.11%	385 $14,000
Q3 2017 Nov 06, 2017	BUY	N/A	63	63 $4,000

Others Institutions Holding REZ

# of Institutions

150

Shares Held

5.16M

Call Options Held

17.3K

Put Options Held

12.9K

Strategic Financial Concepts, LLC San Antonio, TX

1.11M
Shares

$95.8 Million
0.01% of portfolio
Franklin, Parlapiano, Turner & Welch, LLC

480K
Shares

$41.3 Million
10.24% of portfolio
Axxcess Wealth Management, LLC Carlsbad, CA

469K
Shares

$40.5 Million
1.0% of portfolio
Morgan Stanley New York, NY

314K
Shares

$27.1 Million
0.0% of portfolio
Northwestern Mutual Wealth Management CO

209K
Shares

$18 Million
0.02% of portfolio

About ISHARES TR RESIDENTIAL AND MUL

Ticker REZ
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