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

$27.8 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

833K
Shares

$18.2 Million
0.0% of portfolio
Wny Asset Management, LLC Williamsville, NY

830K
Shares

$18.2 Million
2.38% of portfolio
Bank Of America Corp Charlotte, NC

614K
Shares

$13.4 Million
0.0% of portfolio
Envestnet Asset Management Inc

454K
Shares

$9.94 Million
0.0% of portfolio

About ISHARES TR MTG REAL ESTATE ETF

Ticker REM
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