Avantax Advisory Services, Inc. Ishares Tr Mtg Real Estate ETF Transaction History

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Tr Mtg Real Estate ETF stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 24,691 shares of REM stock, worth $543,695. This represents 0.0% of its overall portfolio holdings.

Number of Shares

24,691

Previous 31,938 22.69%

Holding current value

$543,695

Previous $716,000 26.4%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$19.12 - $22.36 $138,562 - $162,042	-7,247 Reduced 22.69%	24,691 $527,000
Q1 2025 May 06, 2025	BUY	$20.83 - $23.69 $143,643 - $163,366	6,896 Added 27.54%	31,938 $716,000
Q4 2024 Feb 07, 2025	BUY	$21.0 - $23.52 $128,520 - $143,942	6,120 Added 32.34%	25,042 $534,000
Q3 2024 Nov 13, 2024	BUY	$21.9 - $24.73 $80,197 - $90,561	3,662 Added 24.0%	18,922 $449,000
Q2 2024 Aug 09, 2024	BUY	$21.22 - $23.31 $83,118 - $91,305	3,917 Added 34.53%	15,260 $338,000

Q1 2024 May 08, 2024	BUY	$21.23 - $23.8 $240,811 - $269,963	11,343 New	11,343 $263,000
Q4 2020 Jan 22, 2021	SELL	$25.32 - $31.87 $334,426 - $420,938	-13,208 Closed	0 $0
Q3 2020 Oct 14, 2020	BUY	$23.25 - $27.33 $307,086 - $360,974	13,208 New	13,208 $340,000

Others Institutions Holding REM

# of Institutions

137

Shares Held

8.71M

Call Options Held

157K

Put Options Held

321K

View Full List

About ISHARES TR MTG REAL ESTATE ETF

Ticker REM
Sector ETFs
Industry ETFs

More about REM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.

Account

Avantax Advisory Services, Inc. Ishares Tr Mtg Real Estate ETF Transaction History