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 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
150New |
$3.12K - $3.55K
|
150
$3.14K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
145+ 100.0% |
$3.02K - $3.44K
|
290
$6.07K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
97New |
$2.02K - $2.3K
|
97
$2.03K
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
61New |
$1.27K - $1.45K
|
61
$1.28K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
17+ 0.11% |
$354 - $403
|
16.1K
$336K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3New |
$62.5 - $71.1
|
3
$62.8
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2+ 0.48% |
$41.7 - $47.4
|
422
$8.83K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1+ 0.09% |
$20.8 - $23.7
|
1.17K
$24.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1+ 0.37% |
$20.8 - $23.7
|
268
$5.61K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-145- 50.0% |
$3.02K - $3.44K
|
145
$3.03K
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-150- 0.31% |
$3.12K - $3.55K
|
47.5K
$995K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-224- 33.23% |
$4.67K - $5.31K
|
450
$9.42K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-233- 0.45% |
$4.85K - $5.52K
|
51.8K
$1.08M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-282- 0.84% |
$5.87K - $6.68K
|
33.4K
$699K
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-340- 2.28% |
$7.08K - $8.05K
|
14.6K
$305K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-343- 1.02% |
$7.14K - $8.13K
|
33.1K
$694K
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-358- 46.61% |
$7.46K - $8.48K
|
410
$8.58K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-500- 2.46% |
$10.4K - $11.8K
|
19.8K
$414K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-623- 3.82% |
$13K - $14.8K
|
15.7K
$328K
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-850- 8.68% |
$17.7K - $20.1K
|
8.94K
$187K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.14K- 10.02% |
$23.7K - $27K
|
10.2K
$214K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.41K- 3.37% |
$29.4K - $33.4K
|
40.4K
$847K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.72K- 5.66% |
$35.7K - $40.7K
|
28.6K
$598K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-1.8K- 9.35% |
$37.5K - $42.6K
|
17.5K
$365K
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-2.22K- 6.99% |
$46.3K - $52.6K
|
29.5K
$618K
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-3.05K- 8.28% |
$63.5K - $72.2K
|
33.7K
$706K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-4.62K- 25.89% |
$96.3K - $109K
|
13.2K
$277K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.93K- 13.76% |
$103K - $117K
|
30.9K
$647K
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-5.04K- 19.09% |
$105K - $119K
|
21.3K
$447K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-5.53K- 23.06% |
$115K - $131K
|
18.4K
$386K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-6.23K- 21.7% |
$130K - $148K
|
22.5K
$470K
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-7K- 70.71% |
$146K - $166K
|
2.9K
$60.7K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-10.5K- 14.16% |
$220K - $250K
|
63.9K
$1.34M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-11.1K- 19.8% |
$231K - $262K
|
44.9K
$939K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-13.4K- 60.37% |
$280K - $319K
|
8.83K
$185K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-14.7K- 18.57% |
$305K - $347K
|
64.3K
$1.35M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-20.2K- 2.66% |
$421K - $478K
|
739K
$15.5M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-22K- 27.24% |
$458K - $521K
|
58.8K
$1.23M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-30K- 80.21% |
$624K - $710K
|
7.39K
$155K
|
|
|
May 15, 2025
Q1 2025
|
Man Group PLC
London, X0 |
SELL
|
- |
-32.8K- 17.31% |
$683K - $777K
|
157K
$3.28M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-38.5K- 18.58% |
$802K - $912K
|
169K
$3.53M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-48.6K- 65.52% |
$1.01M - $1.15M
|
25.6K
$535K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-62K- 29.3% |
$1.29M - $1.47M
|
150K
$3.13M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-70.3K- 70.75% |
$1.46M - $1.67M
|
29.1K
$608K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-99.8K- 23.57% |
$2.08M - $2.36M
|
324K
$6.77M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-152K- 99.84% |
$3.16M - $3.6M
|
246
$5.15K
|