Interactive Financial Advisors Ishares Tr Mtg Real Estate ETF Transaction History

Interactive Financial Advisors

$187 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 09, 2021	SELL	$34.95 - $37.35 $4.15 Million - $4.43 Million	-118,712 Closed	0 $0
Q2 2021 Jul 30, 2021	SELL	$34.59 - $38.89 $389,760 - $438,212	-11,268 Reduced 8.67%	118,712 $4.41 Million
Q1 2021 May 11, 2021	SELL	$30.83 - $36.28 $691,671 - $813,941	-22,435 Reduced 14.72%	129,980 $4.58 Million
Q4 2020 Jan 21, 2021	BUY	$25.32 - $31.87 $3.86 Million - $4.86 Million	152,415 New	152,415 $4.86 Million
Q2 2020 Jul 27, 2020	SELL	$14.45 - $29.12 $2.11 Million - $4.25 Million	-145,813 Closed	0 $0
Q1 2020 May 05, 2020	BUY	$16.3 - $48.35 $77,441 - $229,710	4,751 Added 3.37%	145,813 $2.73 Million
Q4 2019 Jan 27, 2020	BUY	$41.42 - $44.85 $5.84 Million - $6.33 Million	141,062 New	141,062 $6.28 Million
Q4 2017 Jan 22, 2018	SELL	$44.17 - $47.54 $6.37 Million - $6.85 Million	-144,134 Closed	0 $0
Q3 2017 Oct 12, 2017	BUY	$46.72 - $46.89 $6.73 Million - $6.76 Million	144,134	144,134 $6.75 Million

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

Ticker REM
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Interactive Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Interactive Financial Advisors with notifications on news.