Novare Capital Management LLC Ishares Tr Mtg Real Estate ETF Transaction History

Novare Capital Management LLC

$1.16 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 20, 2023	BUY	$20.01 - $27.05 $200,100 - $270,500	10,000 New	10,000 $218,000

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

$27.4 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

833K
Shares

$18 Million
0.0% of portfolio
Wny Asset Management, LLC Williamsville, NY

830K
Shares

$17.9 Million
2.38% of portfolio
Bank Of America Corp Charlotte, NC

614K
Shares

$13.2 Million
0.0% of portfolio
Envestnet Asset Management Inc

454K
Shares

$9.78 Million
0.0% of portfolio

About ISHARES TR MTG REAL ESTATE ETF

Ticker REM
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