Purchases and Sales Made in Q1 2023 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 2023. 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 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
271KNew |
$5.43M - $7.34M
|
271K
$5.85M
|
|
May 15, 2023
Q1 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
112KNew |
$2.25M - $3.04M
|
112K
$2.42M
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
103K+ 116.94% |
$2.06M - $2.78M
|
191K
$4.1M
|
|
Apr 27, 2023
Q1 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
58.6K+ 117.06% |
$1.17M - $1.59M
|
109K
$2.34M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
45K+ 42.73% |
$901K - $1.22M
|
150K
$3.24M
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
38.2KNew |
$764K - $1.03M
|
38.2K
$822K
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
30.8K+ 11135.02% |
$617K - $834K
|
31.1K
$670K
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
25.2K+ 139.41% |
$503K - $680K
|
43.2K
$931K
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
24.2K+ 76.58% |
$484K - $655K
|
55.8K
$1.2M
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
22.8KNew |
$456K - $617K
|
22.8K
$491K
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
21.7K+ 98.44% |
$434K - $587K
|
43.7K
$942K
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
20KNew |
$400K - $540K
|
20K
$430K
|
|
May 11, 2023
Q1 2023
|
Private Capital Management LLC
|
BUY
|
- |
18.2KNew |
$363K - $491K
|
18.2K
$391K
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.5K+ 24.22% |
$350K - $473K
|
89.7K
$1.93M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
16.8K+ 4.34% |
$336K - $454K
|
404K
$8.69M
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
16.7K+ 206.82% |
$335K - $453K
|
24.8K
$535K
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
14.7K+ 21.59% |
$295K - $399K
|
83K
$1.79M
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
13.6K+ 23.05% |
$272K - $368K
|
72.5K
$1.56M
|
|
Apr 27, 2023
Q1 2023
|
Sunesis Advisors, LLC
|
BUY
|
- |
12.6KNew |
$253K - $342K
|
12.6K
$272K
|
|
Jun 07, 2023
Q1 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
11.2KNew |
$224K - $303K
|
11.2K
$241K
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.1K+ 17.64% |
$203K - $274K
|
67.6K
$1.46M
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.1K+ 17.64% |
$203K - $274K
|
67.6K
$1.46M
|
|
Apr 20, 2023
Q1 2023
|
Novare Capital Management LLC
|
BUY
|
- |
10KNew |
$200K - $271K
|
10K
$215K
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
9.66K+ 35.72% |
$193K - $261K
|
36.7K
$790K
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
9.29K+ 38.18% |
$186K - $251K
|
33.6K
$724K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.53K+ 8.68% |
$90.6K - $122K
|
56.7K
$1.22M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.99K+ 19.16% |
$79.8K - $108K
|
24.8K
$534K
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.79K+ 8.38% |
$75.8K - $102K
|
49K
$1.06M
|
|
May 10, 2023
Q1 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
3.71K+ 0.91% |
$74.3K - $100K
|
412K
$8.88M
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.41K+ 61.97% |
$68.2K - $92.2K
|
8.91K
$192K
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.08K+ 2.3% |
$61.6K - $83.2K
|
137K
$2.95M
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.08K+ 2.3% |
$61.6K - $83.2K
|
137K
$2.95M
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
2.97K+ 625.68% |
$59.5K - $80.4K
|
3.45K
$74.2K
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.81K+ 26.64% |
$56.3K - $76.1K
|
13.4K
$288K
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.93K+ 5.75% |
$38.7K - $52.3K
|
35.6K
$766K
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.53K+ 15.37% |
$30.6K - $41.4K
|
11.5K
$247K
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.45K+ 4.31% |
$29K - $39.2K
|
35.1K
$755K
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.22K+ 4529.63% |
$24.5K - $33.1K
|
1.25K
$26.9K
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
- |
800New |
$16K - $21.6K
|
800
$17.2K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
788New |
$15.8K - $21.3K
|
788
$17K
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
601+ 0.61% |
$12K - $16.3K
|
99.4K
$2.14M
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
485+ 5.93% |
$9.7K - $13.1K
|
8.67K
$187K
|
|
May 11, 2023
Q1 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
336+ 3.4% |
$6.72K - $9.09K
|
10.2K
$220K
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
311+ 117.36% |
$6.22K - $8.41K
|
576
$12.4K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
282+ 6.39% |
$5.64K - $7.63K
|
4.69K
$101K
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
200New |
$4K - $5.41K
|
200
$4.31K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
127New |
$2.54K - $3.44K
|
127
$2.74K
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
124+ 1.22% |
$2.48K - $3.35K
|
10.3K
$222K
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
107+ 0.7% |
$2.14K - $2.89K
|
15.5K
$333K
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
BUY
|
- |
99+ 0.71% |
$1.98K - $2.68K
|
14K
$302K
|