Laurel Wealth Advisors, Inc. Ishares Tr Residential And Mul Transaction History

Laurel Wealth Advisors, Inc.

$1.01 Billion
Q4 2022

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 14, 2022	BUY	$70.67 - $88.84 $3.42 Million - $4.3 Million	48,370 Added 1849.71%	50,985 $3.66 Million
Q2 2022 Aug 12, 2022	BUY	$75.39 - $99.18 $33,020 - $43,440	438 Added 20.12%	2,615 $209,000
Q1 2022 May 13, 2022	BUY	$88.05 - $98.21 $191,684 - $213,803	2,177 New	2,177 $209,000
Q4 2020 Mar 03, 2021	SELL	$59.11 - $69.37 $264,931 - $310,916	-4,482 Closed	0 $0
Q3 2020 Nov 13, 2020	BUY	$58.39 - $64.73 $261,703 - $290,119	4,482 New	4,482 $273,000
Q1 2020 May 15, 2020	SELL	$45.74 - $81.9 $139,872 - $250,450	-3,058 Closed	0 $0
Q4 2019 Feb 13, 2020	SELL	$72.82 - $81.61 $9,175 - $10,282	-126 Reduced 3.96%	3,058 $230,000
Q3 2019 Nov 13, 2019	BUY	$77.3 - $79.63 $4,947 - $5,096	64 Added 2.05%	3,184 $253,000
Q2 2019 Aug 13, 2019	BUY	N/A	3,120 New	3,120 $228,000

Others Institutions Holding REZ

# of Institutions

150

Shares Held

5.16M

Call Options Held

17.3K

Put Options Held

12.9K

Strategic Financial Concepts, LLC San Antonio, TX

1.11M
Shares

$95.8 Million
0.01% of portfolio
Franklin, Parlapiano, Turner & Welch, LLC

480K
Shares

$41.3 Million
10.24% of portfolio
Axxcess Wealth Management, LLC Carlsbad, CA

469K
Shares

$40.5 Million
1.0% of portfolio
Morgan Stanley New York, NY

314K
Shares

$27.1 Million
0.0% of portfolio
Northwestern Mutual Wealth Management CO

209K
Shares

$18 Million
0.02% of portfolio

About ISHARES TR RESIDENTIAL AND MUL

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