Sage View Advisory Group, LLC Ishares Tr Residential And Mul Transaction History

Sage View Advisory Group, LLC

$2.15 Trillion
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 08, 2024	BUY	$67.66 - $74.45 $2.19 Million - $2.41 Million	32,329 New	32,329 $5.31 Billion

Others Institutions Holding REZ

# of Institutions

161

Shares Held

5.45M

Call Options Held

8.1K

Put Options Held

12.9K

Franklin, Parlapiano, Turner & Welch, LLC

476K
Shares

$41.9 Million
10.92% of portfolio
Morgan Stanley New York, NY

314K
Shares

$27.6 Million
0.0% of portfolio
Aprio Wealth Management, LLC

258K
Shares

$22.7 Million
3.96% of portfolio
Northwestern Mutual Wealth Management CO

185K
Shares

$16.2 Million
0.01% of portfolio
Royal Bank Of Canada Toronto, A6

157K
Shares

$13.8 Million
0.0% of portfolio

About ISHARES TR RESIDENTIAL AND MUL

Ticker REZ
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