A detailed history of Wealthcare Advisory Partners LLC transactions in Ishares Tr Mtg Real Estate ETF stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 38,146 shares of REM stock, worth $880,028. This represents 0.03% of its overall portfolio holdings.

Number of Shares
38,146
Previous 38,485 0.88%
Holding current value
$880,028
Previous $852,000 6.22%
% of portfolio
0.03%
Previous 0.03%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

SELL
$21.9 - $24.73 $7,424 - $8,383
-339 Reduced 0.88%
38,146 $905,000
Q2 2024

Aug 09, 2024

SELL
$21.22 - $23.31 $22,599 - $24,825
-1,065 Reduced 2.69%
38,485 $852,000
Q1 2024

Apr 15, 2024

BUY
$21.23 - $23.8 $108,145 - $121,237
5,094 Added 14.78%
39,550 $919,000
Q4 2023

Feb 06, 2024

SELL
$19.05 - $25.03 $27,412 - $36,018
-1,439 Reduced 4.01%
34,456 $812,000
Q3 2023

Oct 12, 2023

BUY
$22.05 - $25.0 $4,961 - $5,625
225 Added 0.63%
35,895 $801,000
Q2 2023

Jul 17, 2023

BUY
$20.47 - $23.6 $2,415 - $2,784
118 Added 0.33%
35,670 $841,000
Q1 2023

May 04, 2023

BUY
$20.01 - $27.05 $38,679 - $52,287
1,933 Added 5.75%
35,552 $776,000
Q4 2022

Feb 13, 2023

BUY
$19.96 - $25.51 $58,343 - $74,565
2,923 Added 9.52%
33,619 $762,000
Q3 2022

Nov 14, 2022

BUY
$20.94 - $30.69 $642,774 - $942,060
30,696 New
30,696 $643,000
Q2 2021

Aug 16, 2021

SELL
$34.59 - $38.89 $864 - $972
-25 Closed
0 $0
Q1 2021

Apr 30, 2021

BUY
$30.83 - $36.28 $770 - $907
25 New
25 $1,000
Q2 2020

Jul 29, 2020

SELL
$14.45 - $29.12 $3,713 - $7,483
-257 Closed
0 $0
Q1 2018

May 15, 2018

SELL
$40.58 - $44.75 $76,290 - $84,130
-1,880 Reduced 87.97%
257 $11,000
Q3 2017

Nov 15, 2017

BUY
$46.72 - $46.89 $99,840 - $100,203
2,137
2,137 $100,000

Others Institutions Holding REM

About ISHARES TR MTG REAL ESTATE ETF


  • Ticker REM
  • Sector ETFs
  • Industry ETFs
More about REM
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