Iht Wealth Management, LLC Ishares Tr Residential And Mul Transaction History

Iht Wealth Management, LLC

$3.44 Billion
Q3 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	BUY	$75.39 - $99.18 $31,437 - $41,358	417 Added 17.01%	2,868 $229,000
Q1 2022 May 16, 2022	BUY	$88.05 - $98.21 $36,628 - $40,855	416 Added 20.44%	2,451 $235,000
Q4 2021 Feb 14, 2022	BUY	$86.13 - $98.23 $175,274 - $199,898	2,035 New	2,035 $200,000
Q2 2020 Aug 14, 2020	SELL	$49.35 - $67.83 $289,191 - $397,483	-5,860 Closed	0 $0
Q1 2020 May 13, 2020	BUY	$45.74 - $81.9 $65,636 - $117,526	1,435 Added 32.43%	5,860 $323,000
Q4 2019 Feb 18, 2020	SELL	$72.82 - $81.61 $52,066 - $58,351	-715 Reduced 13.91%	4,425 $333,000
Q3 2019 Nov 15, 2019	BUY	$77.3 - $79.63 $10,435 - $10,750	135 Added 2.7%	5,140 $408,000
Q2 2019 Aug 12, 2019	BUY	N/A	135 Added 2.77%	5,005 $365,000
Q1 2019 May 16, 2019	SELL	N/A	-400 Reduced 7.59%	4,870 $344,000
Q4 2018 Feb 15, 2019	BUY	N/A	300 Added 6.04%	5,270 $329,000
Q3 2018 Nov 14, 2018	BUY	N/A	135 Added 2.79%	4,970 $313,000
Q2 2018 Aug 13, 2018	BUY	N/A	120 Added 2.55%	4,835 $305,000
Q1 2018 May 15, 2018	SELL	N/A	-130 Reduced 2.68%	4,715 $269,000
Q4 2017 Feb 14, 2018	BUY	N/A	495 Added 11.38%	4,845 $294,000
Q3 2017 Nov 14, 2017	BUY	N/A	4,350	4,350 $276,000

Others Institutions Holding REZ

# of Institutions

167

Shares Held

7.33M

Call Options Held

6.7K

Put Options Held

10.8K

About ISHARES TR RESIDENTIAL AND MUL

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