Purchases and Sales Made in Q1 2025 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 2025. 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, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
584KNew |
$12.2M - $13.8M
|
584K
$12.2M
|
|
|
May 15, 2025
Q1 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
376KNew |
$7.83M - $8.91M
|
376K
$7.87M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
267K+ 726.99% |
$5.56M - $6.32M
|
303K
$6.35M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
241KNew |
$5.02M - $5.71M
|
241K
$5.04M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
173K+ 15.9% |
$3.61M - $4.1M
|
1.26M
$26.4M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
152K+ 75603.98% |
$3.17M - $3.6M
|
152K
$3.18M
|
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
114KNew |
$2.36M - $2.69M
|
114K
$2.38M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
89.5K+ 36.76% |
$1.86M - $2.12M
|
333K
$6.97M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
86.3K+ 66.1% |
$1.8M - $2.04M
|
217K
$4.54M
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
83.8K+ 7082.25% |
$1.75M - $1.98M
|
85K
$1.78M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
75.4K+ 15.74% |
$1.57M - $1.79M
|
554K
$11.6M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
54.9KNew |
$1.14M - $1.3M
|
54.9K
$1.15M
|
|
|
May 06, 2025
Q1 2025
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
49.3K+ 74.41% |
$1.03M - $1.17M
|
116K
$2.42M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
48.1K+ 200.93% |
$1M - $1.14M
|
72K
$1.51M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
44.3K+ 372.14% |
$922K - $1.05M
|
56.2K
$1.18M
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
40.4K+ 70.59% |
$843K - $958K
|
97.8K
$2.05M
|
|
|
May 14, 2025
Q1 2025
|
Clarity Financial LLC
|
BUY
|
- |
35.7K+ 17.04% |
$743K - $845K
|
245K
$5.13M
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
29K+ 29.25% |
$605K - $688K
|
128K
$2.68M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
18KNew |
$375K - $426K
|
18K
$376K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
16.5KNew |
$344K - $391K
|
16.5K
$346K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
14.9KNew |
$311K - $354K
|
14.9K
$313K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
12.9K+ 106.37% |
$270K - $307K
|
25.1K
$525K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.2K+ 18.94% |
$234K - $266K
|
70.5K
$1.48M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
11.2K+ 102000.0% |
$234K - $266K
|
11.2K
$235K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
10K+ 70.48% |
$209K - $237K
|
24.2K
$507K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
9.83K+ 583.21% |
$205K - $233K
|
11.5K
$241K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.5K+ 5.03% |
$198K - $225K
|
198K
$4.15M
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
9.33K+ 4.63% |
$194K - $221K
|
211K
$4.41M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.95K+ 41.91% |
$186K - $212K
|
30.3K
$634K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.9K+ 27.54% |
$144K - $163K
|
31.9K
$668K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.67K+ 6.52% |
$139K - $158K
|
109K
$2.28M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
6.52K+ 33.57% |
$136K - $154K
|
25.9K
$543K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
5.83K+ 44.63% |
$121K - $138K
|
18.9K
$395K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.17K+ 1.01% |
$108K - $122K
|
514K
$10.8M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
3.12K+ 5.25% |
$65K - $73.9K
|
62.6K
$1.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
2.9K+ 2.03% |
$60.4K - $68.7K
|
146K
$3.05M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.79K+ 3.77% |
$58.1K - $66K
|
76.8K
$1.61M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
2.29KNew |
$47.6K - $54.2K
|
2.29K
$47.9K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.64K+ 11.32% |
$34.2K - $38.9K
|
16.1K
$338K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.6K+ 5.93% |
$33.3K - $37.9K
|
28.6K
$599K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.51K+ 16.0% |
$31.5K - $35.8K
|
11K
$229K
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.21K+ 0.75% |
$25.1K - $28.6K
|
161K
$3.38M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.18K+ 5.27% |
$24.5K - $27.9K
|
23.5K
$492K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.16K+ 3.0% |
$24.2K - $27.6K
|
39.9K
$836K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
887+ 1.7% |
$18.5K - $21K
|
53.1K
$1.11M
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
594+ 4.31% |
$12.4K - $14.1K
|
14.4K
$301K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
397New |
$8.27K - $9.4K
|
397
$8.31K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
392+ 1.24% |
$8.17K - $9.29K
|
32K
$669K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
287+ 1.83% |
$5.98K - $6.8K
|
15.9K
$334K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
226+ 10.69% |
$4.71K - $5.35K
|
2.34K
$49K
|