Purchases and Sales Made in Q1 2022 in Ishares Tr Mtg Real Estate ETF (REM)
This table provides information about the institutional ownership of Ishares Tr Mtg Real Estate ETF (REM) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES TR MTG REAL ESTATE ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
290K+ 1211.37% |
$8.96M - $10.2M
|
314K
$6.76M
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
240K+ 21.94% |
$7.41M - $8.46M
|
1.33M
$28.7M
|
|
May 16, 2022
Q1 2022
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
134KNew |
$4.14M - $4.73M
|
134K
$2.89M
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
120KNew |
$3.72M - $4.24M
|
120K
$2.59M
|
|
May 16, 2022
Q1 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
103K+ 49.86% |
$3.17M - $3.62M
|
308K
$6.64M
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
90.4K+ 99.07% |
$2.79M - $3.19M
|
182K
$3.91M
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
57.3K+ 4.5% |
$1.77M - $2.02M
|
1.33M
$28.7M
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
37.4KNew |
$1.16M - $1.32M
|
37.4K
$806K
|
|
May 16, 2022
Q1 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
29.6KNew |
$915K - $1.04M
|
29.6K
$637K
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
29.3K+ 2.04% |
$906K - $1.03M
|
1.46M
$31.5M
|
|
May 03, 2022
Q1 2022
|
Flaharty Asset Management, LLC
|
BUY
|
- |
21.5K+ 4.59% |
$664K - $758K
|
490K
$10.5M
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.6K+ 30.96% |
$577K - $658K
|
78.9K
$1.7M
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
18K+ 34.51% |
$555K - $634K
|
70K
$1.51M
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
16.6K+ 70.6% |
$513K - $586K
|
40.1K
$864K
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
15K+ 4.01% |
$464K - $530K
|
390K
$8.39M
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.5K+ 31.9% |
$355K - $405K
|
47.5K
$1.02M
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
10K+ 105.88% |
$309K - $353K
|
19.5K
$419K
|
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
10KNew |
$309K - $353K
|
10K
$215K
|
|
Apr 19, 2022
Q1 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.43KNew |
$261K - $298K
|
8.43K
$181K
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
8.28K+ 129.95% |
$256K - $292K
|
14.6K
$316K
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
7.74KNew |
$239K - $273K
|
7.74K
$167K
|
|
May 16, 2022
Q1 2022
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
7.65K+ 39.08% |
$236K - $270K
|
27.2K
$586K
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.76KNew |
$209K - $239K
|
6.76K
$146K
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.71KNew |
$207K - $237K
|
6.71K
$144K
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
6.45KNew |
$200K - $228K
|
6.45K
$139K
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
5.54K+ 14.6% |
$171K - $196K
|
43.5K
$936K
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.59K+ 4.07% |
$142K - $162K
|
117K
$2.52M
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.56K+ 10.45% |
$141K - $161K
|
48.2K
$1.04M
|
|
Apr 14, 2022
Q1 2022
|
Cutler Group LP
|
BUY
|
- |
4.5K+ 4455.45% |
$139K - $159K
|
4.6K
$99.1K
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.28K+ 3.22% |
$101K - $116K
|
105K
$2.26M
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.88KNew |
$89.1K - $102K
|
2.88K
$62.1K
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.64K+ 66.31% |
$81.7K - $93.3K
|
6.63K
$143K
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.41K+ 13.02% |
$74.5K - $85K
|
20.9K
$450K
|
|
Oct 13, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.41K+ 13.02% |
$74.5K - $85K
|
20.9K
$450K
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.3K+ 3.28% |
$71K - $81.1K
|
72.3K
$1.56M
|
|
May 03, 2022
Q1 2022
|
Harvest Investment Services, LLC
|
BUY
|
- |
2.13K+ 19.97% |
$65.8K - $75.1K
|
12.8K
$275K
|
|
Apr 08, 2022
Q1 2022
|
American National Bank
|
BUY
|
- |
1.39KNew |
$42.9K - $49K
|
1.39K
$29.9K
|
|
May 04, 2022
Q1 2022
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
1.33K+ 4.55% |
$41.1K - $47K
|
30.5K
$658K
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.18K+ 1.62% |
$36.5K - $41.7K
|
74.3K
$1.6M
|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
1.16K+ 6.96% |
$35.8K - $40.9K
|
17.8K
$384K
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.02K+ 3.4% |
$31.4K - $35.9K
|
30.9K
$666K
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1K+ 181.82% |
$30.9K - $35.3K
|
1.55K
$33.4K
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
933New |
$28.8K - $32.9K
|
933
$20.1K
|
|
Apr 28, 2022
Q1 2022
|
Seaview Investment Managers LLC
|
BUY
|
- |
604+ 2.19% |
$18.7K - $21.3K
|
28.2K
$607K
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
569+ 6.97% |
$17.6K - $20.1K
|
8.73K
$188K
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
559New |
$17.3K - $19.7K
|
559
$12K
|
|
May 13, 2022
Q1 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
523+ 2.95% |
$16.2K - $18.5K
|
18.2K
$393K
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
501+ 5.6% |
$15.5K - $17.7K
|
9.45K
$204K
|
|
May 17, 2022
Q1 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
494+ 1411.43% |
$15.3K - $17.4K
|
529
$11.4K
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
450New |
$13.9K - $15.9K
|
450
$9.69K
|