Purchases and Sales Made in Q1 2024 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 2024. 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 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
367K+ 103.73% |
$7.8M - $8.74M
|
722K
$16.7M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
206KNew |
$4.37M - $4.9M
|
206K
$4.76M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
118K+ 10.55% |
$2.5M - $2.81M
|
1.24M
$28.6M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
118K+ 10.55% |
$2.5M - $2.81M
|
1.24M
$28.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
69.3KNew |
$1.47M - $1.65M
|
69.3K
$1.6M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
38.9K+ 21.26% |
$826K - $926K
|
222K
$5.14M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
34.6K+ 2.88% |
$735K - $824K
|
1.24M
$28.6M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
31K+ 37.28% |
$657K - $737K
|
114K
$2.64M
|
|
|
May 15, 2024
Q1 2024
|
Man Group PLC
London, X0 |
BUY
|
- |
30.3KNew |
$644K - $722K
|
30.3K
$702K
|
|
|
May 13, 2024
Q1 2024
|
Bayview Asset Management, LLC
Coral Gables, FL |
BUY
|
- |
25KNew |
$531K - $595K
|
25K
$579K
|
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
25KNew |
$531K - $595K
|
25K
$579K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
24.9K+ 27.95% |
$529K - $593K
|
114K
$2.64M
|
|
|
Apr 08, 2024
Q1 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
23.3K+ 13.31% |
$495K - $555K
|
198K
$4.59M
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
21.6K+ 187.56% |
$459K - $514K
|
33.1K
$767K
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
16.2KNew |
$344K - $385K
|
16.2K
$375K
|
|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
15KNew |
$318K - $357K
|
15K
$347K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13.2K+ 46.8% |
$279K - $313K
|
41.3K
$955K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.2KNew |
$260K - $291K
|
12.2K
$283K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
11.6KNew |
$246K - $276K
|
11.6K
$268K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11.3KNew |
$241K - $270K
|
11.3K
$262K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
11.3KNew |
$240K - $269K
|
11.3K
$261K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.1KNew |
$235K - $264K
|
11.1K
$257K
|
|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
9.33KNew |
$198K - $222K
|
9.33K
$216K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.55K+ 23.58% |
$182K - $204K
|
44.8K
$1.04M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8.29K+ 13.65% |
$176K - $197K
|
69K
$1.6M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.09K+ 12.48% |
$172K - $192K
|
72.8K
$1.69M
|
|
|
May 10, 2024
Q1 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
6.92K+ 6.29% |
$147K - $165K
|
117K
$2.71M
|
|
|
Apr 25, 2024
Q1 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
6.64K+ 20.64% |
$141K - $158K
|
38.8K
$898K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.09K+ 14.78% |
$108K - $121K
|
39.6K
$915K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
4.99K+ 41.66% |
$106K - $119K
|
17K
$392K
|
|
|
May 10, 2024
Q1 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
4.11K+ 6.25% |
$87.3K - $97.8K
|
69.9K
$1.62M
|
|
|
Apr 22, 2024
Q1 2024
|
Bts Asset Management, Inc.
|
BUY
|
- |
3.77KNew |
$80.1K - $89.8K
|
3.77K
$87.3K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.21K+ 2.1% |
$68.2K - $76.4K
|
156K
$3.61M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.79K+ 7.18% |
$59.1K - $66.3K
|
41.6K
$962K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.55K+ 20.72% |
$32.9K - $36.9K
|
9.03K
$209K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.5K+ 13.1% |
$31.7K - $35.6K
|
12.9K
$299K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
1.41KNew |
$30K - $33.7K
|
1.41K
$32.7K
|
|
|
Apr 17, 2024
Q1 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
1.13K+ 0.81% |
$24.1K - $27K
|
141K
$3.26M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1KNew |
$21.2K - $23.8K
|
1K
$23.1K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
576New |
$12.2K - $13.7K
|
576
$13.3K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
395+ 0.58% |
$8.39K - $9.4K
|
68.4K
$1.58M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
394+ 4.33% |
$8.36K - $9.38K
|
9.5K
$220K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
333+ 2.22% |
$7.07K - $7.93K
|
15.4K
$355K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
243+ 1.43% |
$5.16K - $5.78K
|
17.2K
$398K
|
|
|
Apr 24, 2024
Q1 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
177+ 1.12% |
$3.76K - $4.21K
|
16K
$369K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
156New |
$3.31K - $3.71K
|
156
$3.61K
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
BUY
|
- |
100New |
$2.12K - $2.38K
|
100
$2.31K
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
72+ 0.51% |
$1.53K - $1.71K
|
14.1K
$327K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
60+ 31.75% |
$1.27K - $1.43K
|
249
$5.76K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
48New |
$1.02K - $1.14K
|
48
$1.11K
|