Cfo4 Life Group, LLC Ishares Tr Mtg Real Estate ETF Transaction History

Cfo4 Life Group, LLC

$560 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 24, 2024	BUY	$19.05 - $25.03 $65,932 - $86,628	3,461 Added 26.85%	16,352 $385,000
Q4 2022 Feb 03, 2023	BUY	$19.96 - $25.51 $257,304 - $328,849	12,891 New	12,891 $292,000

Others Institutions Holding REM

# of Institutions

141

Shares Held

9.4M

Call Options Held

98K

Put Options Held

440K

Morgan Stanley New York, NY

1.27M
Shares

$29.4 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

833K
Shares

$19.2 Million
0.0% of portfolio
Wny Asset Management, LLC Williamsville, NY

830K
Shares

$19.1 Million
2.38% of portfolio
Bank Of America Corp Charlotte, NC

614K
Shares

$14.2 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

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