Clearwater Capital Advisors, LLC Ishares Tr Residential And Mul Transaction History

Clearwater Capital Advisors, LLC

$896 Million
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 27, 2023	SELL	$66.83 - $73.54 $730,786 - $804,159	-10,935 Reduced 6.34%	161,614 $0
Q3 2022 Nov 01, 2022	BUY	$70.67 - $88.84 $553,063 - $695,261	7,826 Added 4.75%	172,549 $12.4 Million
Q2 2022 Jul 21, 2022	SELL	$75.39 - $99.18 $693,512 - $912,356	-9,199 Reduced 5.29%	164,723 $13.2 Million
Q1 2022 May 03, 2022	SELL	$88.05 - $98.21 $431,092 - $480,836	-4,896 Reduced 2.74%	173,922 $16.7 Million
Q4 2021 Jan 26, 2022	BUY	$86.13 - $98.23 $29,370 - $33,496	341 Added 0.19%	178,818 $17.6 Million
Q3 2021 Nov 03, 2021	BUY	$83.86 - $92.5 $397,580 - $438,542	4,741 Added 2.73%	178,477 $15.3 Million
Q2 2021 Aug 04, 2021	BUY	$75.32 - $84.85 $7.83 Million - $8.82 Million	103,991 Added 149.1%	173,736 $14.5 Million
Q1 2021 Apr 21, 2021	BUY	$65.28 - $76.16 $4.55 Million - $5.31 Million	69,745 New	69,745 $5.16 Million

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

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