Institutional & Family Asset Management, LLC Spdr Dow Jones Reit ETF Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 13, 2019	SELL	N/A	-234 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	N/A	234 New	234 $20,000

Others Institutions Holding RWR

# of Institutions

283

Shares Held

11.9M

Call Options Held

14.5K

Put Options Held

29.4K

Northern Trust Corp Chicago, IL

2.87M
Shares

$284 Million
0.05% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.96M
Shares

$194 Million
0.04% of portfolio
Morgan Stanley New York, NY

931K
Shares

$92.3 Million
0.01% of portfolio
Northwestern Mutual Wealth Management CO

747K
Shares

$74.1 Million
0.07% of portfolio
Wells Fargo & Company San Francisco, CA

512K
Shares

$50.8 Million
0.01% of portfolio

View Full List

About SPDR DOW JONES REIT ETF

Ticker RWR
Sector ETFs
Industry Closed-End Fund - Equity

More about RWR

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