Jvl Associates LLC Ishares Tr Residential And Mul Transaction History

Jvl Associates LLC

$243 Million
Q1 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Mar 08, 2022	SELL	N/A	-44,341 Closed	0 $0
Q1 2020 Mar 08, 2022	BUY	N/A	751 Added 1.72%	44,341 $2.45 Million
Q4 2019 Mar 08, 2022	SELL	N/A	-4,277 Reduced 8.94%	43,590 $3.28 Million
Q3 2019 Mar 08, 2022	BUY	N/A	1,126 Added 2.41%	47,867 $3.8 Million
Q2 2019 Mar 08, 2022	BUY	N/A	6,047 Added 14.86%	46,741 $3.41 Million

Q1 2019 Mar 08, 2022	BUY	N/A	1,729 Added 4.44%	40,694 $2.88 Million
Q4 2018 Mar 08, 2022	BUY	N/A	2,432 Added 6.66%	38,965 $2.43 Million
Q3 2018 Mar 08, 2022	BUY	N/A	1,123 Added 3.17%	36,533 $2.3 Million
Q2 2018 Mar 08, 2022	SELL	N/A	-988 Reduced 2.71%	35,410 $2.23 Million
Q4 2017 Mar 08, 2022	BUY	N/A	36,398	36,398 $2.27 Million

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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