Tucker Asset Management LLC Ishares Cmbs ETF Transaction History

Tucker Asset Management LLC

$458 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Aug 10, 2023	BUY	$53.98 - $54.94 $53 - $54	1 Added 7.14%	15 $805,000
Q1 2021 Aug 10, 2023	BUY	$53.86 - $55.45 $754 - $776	14 New	14 $754,000

Others Institutions Holding CMBS

# of Institutions

91

Shares Held

6.32M

Call Options Held

0

Put Options Held

5.7K

Pathstone Holdings, LLC Englewood, NJ

724K
Shares

$34.2 Million
0.16% of portfolio
State Of New Jersey Common Pension Fund D

522K
Shares

$24.7 Million
0.11% of portfolio
Pathstone Family Office, LLC Englewood, NJ

470K
Shares

$22.2 Million
0.14% of portfolio
Black Rock Inc. New York, NY

470K
Shares

$22.2 Million
0.0% of portfolio
Arvest Investments, Inc. Rogers, AR

442K
Shares

$20.9 Million
3.27% of portfolio

About ISHARES CMBS ETF

Ticker CMBS
Sector ETFs
Industry ETFs

More about CMBS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Tucker Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tucker Asset Management LLC with notifications on news.