Wealth Plan Partners, LLC Ishares Tr Mtg Real Estate ETF Transaction History

Wealth Plan Partners, LLC

$966 Billion
Q1 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Dec 09, 2021	SELL	$34.95 - $37.35 $219,520 - $234,595	-6,281 Closed	0 $0
Q2 2021 Aug 19, 2021	SELL	$34.59 - $38.89 $1,591 - $1,788	-46 Reduced 0.73%	6,281 $229,000
Q4 2020 Feb 09, 2021	BUY	$25.32 - $31.87 $160,199 - $201,641	6,327 New	6,327 $207,000
Q1 2020 May 15, 2020	SELL	$16.3 - $48.35 $70,742 - $209,839	-4,340 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$41.42 - $44.85 $179,762 - $194,649	4,340 New	4,340 $205,000

Q3 2019 Nov 15, 2019	SELL	$40.35 - $43.41 $229,349 - $246,742	-5,684 Closed	0 $0
Q2 2019 Aug 19, 2019	SELL	$41.23 - $44.37 $63,947 - $68,817	-1,551 Reduced 21.44%	5,684 $241,000
Q1 2019 May 16, 2019	SELL	$40.24 - $43.94 $25,632 - $27,989	-637 Reduced 8.09%	7,235 $312,000
Q4 2018 Feb 20, 2019	SELL	$38.44 - $43.78 $128,120 - $145,918	-3,333 Reduced 29.75%	7,872 $340,000
Q3 2018 Nov 21, 2018	SELL	$43.12 - $45.65 $166,788 - $176,574	-3,868 Reduced 25.66%	11,205 $478,000
Q2 2018 Aug 16, 2018	SELL	$41.88 - $44.83 $7,538 - $8,069	-180 Reduced 1.18%	15,073 $655,000
Q1 2018 May 16, 2018	BUY	$40.58 - $44.75 $618,966 - $682,571	15,253 New	15,253 $648,000

Others Institutions Holding REM

# of Institutions

131

Shares Held

7.3M

Call Options Held

238K

Put Options Held

316K

About ISHARES TR MTG REAL ESTATE ETF

Ticker REM
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