Kestra Private Wealth Services, LLC Ishares Tr Mtg Real Estate ETF Transaction History

Kestra Private Wealth Services, LLC

$5.67 Billion
Q4 2024

A detailed history of Kestra Private Wealth Services, LLC transactions in Ishares Tr Mtg Real Estate ETF stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 11,895 shares of REM stock, worth $266,091. This represents 0.0% of its overall portfolio holdings.

Number of Shares

11,895

Previous 12,042 1.22%

Holding current value

$266,091

Previous $285,000 11.23%

% of portfolio

0.0%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$21.0 - $23.52 $3,087 - $3,457	-147 Reduced 1.22%	11,895 $253,000
Q3 2024 Nov 13, 2024	BUY	$21.9 - $24.73 $28,732 - $32,445	1,312 Added 12.23%	12,042 $285,000
Q2 2024 Aug 12, 2024	BUY	$21.22 - $23.31 $26,143 - $28,717	1,232 Added 12.97%	10,730 $237,000
Q1 2024 May 02, 2024	BUY	$21.23 - $23.8 $8,364 - $9,377	394 Added 4.33%	9,498 $220,000
Q4 2023 Feb 05, 2024	BUY	$19.05 - $25.03 $173,431 - $227,873	9,104 New	9,104 $214,000
Q4 2021 Jan 21, 2022	SELL	$32.67 - $38.38 $181,939 - $213,738	-5,569 Closed	0 $0
Q3 2021 Oct 21, 2021	BUY	$34.95 - $37.35 $194,636 - $208,002	5,569 New	5,569 $201,000

Others Institutions Holding REM

# of Institutions

141

Shares Held

9.5M

Call Options Held

98K

Put Options Held

440K

View Full List

About ISHARES TR MTG REAL ESTATE ETF

Ticker REM
Sector ETFs
Industry ETFs

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Kestra Private Wealth Services, LLC Ishares Tr Mtg Real Estate ETF Transaction History