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 27,997 shares of REM stock, worth $616,493. This represents 0.01% of its overall portfolio holdings.

Number of Shares
27,997
Previous 32,954 15.04%
Holding current value
$616,493
Previous $704,000 12.64%
% of portfolio
0.01%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

SELL
$21.64 - $23.57 $107,269 - $116,836
-4,957 Reduced 15.04%
27,997 $615,000
Q2 2025

Aug 07, 2025

SELL
$19.12 - $22.36 $443,717 - $518,908
-23,207 Reduced 41.32%
32,954 $704,000
Q1 2025

May 05, 2025

BUY
$20.83 - $23.69 $922,060 - $1.05 Million
44,266 Added 372.14%
56,161 $1.26 Million
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

About ISHARES TR MTG REAL ESTATE ETF


  • Ticker REM
  • Sector ETFs
  • Industry ETFs
More about REM
Track This Portfolio

Track Kestra Private Wealth Services, LLC Portfolio

Follow Kestra Private Wealth Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kestra Private Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kestra Private Wealth Services, LLC with notifications on news.