Lvw Advisors, LLC Ishares Tr Mtg Real Estate ETF Transaction History

Lvw Advisors, LLC

$675 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2018 Apr 20, 2018	SELL	$40.58 - $44.75 $689,860 - $760,750	-17,000 Closed	0 $0
Q4 2017 Feb 12, 2018	BUY	$44.17 - $47.54 $750,890 - $808,180	17,000	17,000 $768,000

Others Institutions Holding REM

# of Institutions

130

Shares Held

7.71M

Call Options Held

131K

Put Options Held

352K

Morgan Stanley New York, NY

1.2M
Shares

$29.3 Million
0.0% of portfolio
Wny Asset Management, LLC Williamsville, NY

847K
Shares

$20.7 Million
2.59% of portfolio
Wells Fargo & Company San Francisco, CA

772K
Shares

$18.9 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

586K
Shares

$14.3 Million
0.0% of portfolio
Envestnet Asset Management Inc

434K
Shares

$10.6 Million
0.0% of portfolio

About ISHARES TR MTG REAL ESTATE ETF

Ticker REM
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