Ifg Advisors, LLC Ishares Tr Residential And Mul Transaction History

Ifg Advisors, LLC

$461 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 01, 2022	SELL	$75.39 - $99.18 $180,408 - $237,337	-2,393 Closed	0 $0
Q1 2022 May 18, 2022	BUY	$88.05 - $98.21 $210,703 - $235,016	2,393 New	2,393 $230,000
Q1 2022 May 05, 2022	SELL	$88.05 - $98.21 $210,087 - $234,329	-2,386 Closed	0 $0
Q4 2021 Jan 24, 2022	SELL	$86.13 - $98.23 $10,335 - $11,787	-120 Reduced 4.79%	2,386 $234,000
Q3 2021 Oct 26, 2021	SELL	$83.86 - $92.5 $14,675 - $16,187	-175 Reduced 6.53%	2,506 $214,000
Q2 2021 Jul 26, 2021	SELL	$75.32 - $84.85 $21,692 - $24,436	-288 Reduced 9.7%	2,681 $223,000
Q4 2020 Jan 28, 2021	BUY	$59.11 - $69.37 $175,497 - $205,959	2,969 New	2,969 $201,000
Q1 2020 Apr 17, 2020	SELL	$45.74 - $81.9 $146,459 - $262,243	-3,202 Closed	0 $0
Q4 2019 Jan 21, 2020	BUY	$72.82 - $81.61 $3,495 - $3,917	48 Added 1.52%	3,202 $241,000
Q3 2019 Oct 15, 2019	BUY	$77.3 - $79.63 $243,804 - $251,153	3,154 New	3,154 $251,000

Others Institutions Holding REZ

# of Institutions

161

Shares Held

5.42M

Call Options Held

8.1K

Put Options Held

12.9K

Strategic Financial Concepts, LLC San Antonio, TX

1.11M
Shares

$93.6 Million
0.01% of portfolio
Franklin, Parlapiano, Turner & Welch, LLC

476K
Shares

$40 Million
10.92% of portfolio
Morgan Stanley New York, NY

314K
Shares

$26.4 Million
0.0% of portfolio
Aprio Wealth Management, LLC

258K
Shares

$21.7 Million
3.96% of portfolio
Northwestern Mutual Wealth Management CO

209K
Shares

$17.6 Million
0.02% of portfolio

About ISHARES TR RESIDENTIAL AND MUL

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