Sage View Advisory Group, LLC Ishares Tr Residential And Mul Transaction History

Sage View Advisory Group, LLC

$1.97 Trillion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 08, 2024	BUY	$67.66 - $74.45 $2.19 Million - $2.41 Million	32,329 New	32,329 $5.31 Billion

Others Institutions Holding REZ

# of Institutions

166

Shares Held

8.19M

Call Options Held

6.7K

Put Options Held

10.8K

Menora Mivtachim Holdings Ltd.

2.58M
Shares

$208 Million
1.46% of portfolio
Strategic Financial Concepts, LLC San Antonio, TX

1.06M
Shares

$85.3 Million
0.19% of portfolio
Franklin, Parlapiano, Turner & Welch, LLC

466K
Shares

$37.5 Million
10.21% of portfolio
Morgan Stanley New York, NY

377K
Shares

$30.4 Million
0.0% of portfolio
Aprio Wealth Management, LLC

303K
Shares

$24.4 Million
3.9% of portfolio

About ISHARES TR RESIDENTIAL AND MUL

Ticker REZ
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