Perigon Wealth Management, LLC Ishares Tr Mtg Real Estate ETF Transaction History

Perigon Wealth Management, LLC

$3.67 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2017 Feb 14, 2018	SELL	$44.17 - $47.54 $3,180 - $3,422	-72 Closed	0 $0
Q2 2017 Sep 12, 2017	BUY	N/A	72	72 $3,000

Others Institutions Holding REM

# of Institutions

129

Shares Held

8.09M

Call Options Held

131K

Put Options Held

352K

Morgan Stanley New York, NY

1.2M
Shares

$26.9 Million
0.0% of portfolio
Wny Asset Management, LLC Williamsville, NY

847K
Shares

$19 Million
2.59% of portfolio
Wells Fargo & Company San Francisco, CA

772K
Shares

$17.3 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

586K
Shares

$13.1 Million
0.0% of portfolio
Envestnet Asset Management Inc

454K
Shares

$10.2 Million
0.0% of portfolio

About ISHARES TR MTG REAL ESTATE ETF

Ticker REM
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