Segment Wealth Management, LLC Ishares Tr Residential And Mul Transaction History

Segment Wealth Management, LLC

$1.32 Billion
Q2 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Jul 29, 2019	SELL	N/A	-38,283 Closed	0 $0
Q1 2019 Apr 30, 2019	BUY	N/A	520 Added 1.38%	38,283 $2.71 Million
Q4 2018 Jan 31, 2019	BUY	N/A	37,763 New	37,763 $2.35 Million

Others Institutions Holding REZ

# of Institutions

150

Shares Held

5.16M

Call Options Held

17.3K

Put Options Held

12.9K

Strategic Financial Concepts, LLC San Antonio, TX

1.11M
Shares

$95.8 Million
0.01% of portfolio
Franklin, Parlapiano, Turner & Welch, LLC

480K
Shares

$41.3 Million
10.24% of portfolio
Axxcess Wealth Management, LLC Carlsbad, CA

469K
Shares

$40.5 Million
1.0% of portfolio
Morgan Stanley New York, NY

314K
Shares

$27.1 Million
0.0% of portfolio
Northwestern Mutual Wealth Management CO

209K
Shares

$18 Million
0.02% of portfolio

About ISHARES TR RESIDENTIAL AND MUL

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