Kovack Advisors, Inc. Ishares Tr Mtg Real Estate ETF Transaction History

Kovack Advisors, Inc.

$919 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2017 Aug 30, 2018	SELL	N/A	-5,438 Closed	0 $0
Q1 2017 Sep 05, 2018	BUY	N/A	7 Added 0.13%	5,438 $246,000
Q4 2016 Sep 10, 2018	BUY	N/A	5,431	5,431 $228,000

Others Institutions Holding REM

# of Institutions

141

Shares Held

9.4M

Call Options Held

98K

Put Options Held

440K

Morgan Stanley New York, NY

1.27M
Shares

$27.3 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

833K
Shares

$17.9 Million
0.0% of portfolio
Wny Asset Management, LLC Williamsville, NY

830K
Shares

$17.8 Million
2.38% of portfolio
Bank Of America Corp Charlotte, NC

614K
Shares

$13.1 Million
0.0% of portfolio
Envestnet Asset Management Inc

454K
Shares

$9.73 Million
0.0% of portfolio

About ISHARES TR MTG REAL ESTATE ETF

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