Saxon Interests, Inc. Ishares Tr Residential And Mul Transaction History

Saxon Interests, Inc.

$213 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 23, 2023	BUY	$66.83 - $73.54 $586,232 - $645,092	8,772 Added 165.07%	14,086 $0
Q3 2022 Oct 19, 2022	BUY	$70.67 - $88.84 $375,540 - $472,095	5,314 New	5,314 $381,000

Others Institutions Holding REZ

# of Institutions

161

Shares Held

5.42M

Call Options Held

8.1K

Put Options Held

12.9K

Strategic Financial Concepts, LLC San Antonio, TX

1.11M
Shares

$95 Million
0.01% of portfolio
Franklin, Parlapiano, Turner & Welch, LLC

476K
Shares

$40.7 Million
10.92% of portfolio
Morgan Stanley New York, NY

314K
Shares

$26.8 Million
0.0% of portfolio
Aprio Wealth Management, LLC

258K
Shares

$22 Million
3.96% of portfolio
Northwestern Mutual Wealth Management CO

209K
Shares

$17.9 Million
0.02% of portfolio

About ISHARES TR RESIDENTIAL AND MUL

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