Iam Advisory, LLC Ishares Tr Residential And Mul Transaction History

Iam Advisory, LLC

$365 Million
Q1 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 12, 2022	SELL	N/A	-2,122 Closed	0 $0
Q1 2022 Apr 14, 2022	SELL	N/A	-576 Reduced 21.35%	2,122 $204,000
Q4 2021 Jan 19, 2022	SELL	N/A	-33 Reduced 1.21%	2,698 $256,000
Q3 2021 Oct 14, 2021	BUY	N/A	2,731 New	2,731 $238,000

Others Institutions Holding REZ

# of Institutions

151

Shares Held

4.63M

Call Options Held

500

Put Options Held

18.9K

Capital Asset Advisory Services LLC Haslett, MI

463K
Shares

$35.6 Million
1.9% of portfolio
Franklin, Parlapiano, Turner & Welch, LLC

459K
Shares

$35.3 Million
9.1% of portfolio
Axxcess Wealth Management, LLC Carlsbad, CA

453K
Shares

$34.9 Million
0.94% of portfolio
Morgan Stanley New York, NY

362K
Shares

$27.9 Million
0.0% of portfolio
Northwestern Mutual Wealth Management CO

184K
Shares

$14.1 Million
0.01% of portfolio

About ISHARES TR RESIDENTIAL AND MUL

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