Purchases and Sales Made in Q2 2021 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 Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Aug 10, 2021
Q2 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
1.75K+ 22.18% |
$60.6K - $68.1K
|
9.65K
$216K
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.48K+ 23.47% |
$51.3K - $57.6K
|
7.8K
$175K
|
|
Aug 12, 2021
Q2 2021
|
Copperwynd Financial, LLC
|
BUY
|
- |
1.34K+ 3.3% |
$46.4K - $52.2K
|
42K
$940K
|
|
Aug 04, 2021
Q2 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.28K+ 7.81% |
$44.3K - $49.8K
|
17.7K
$396K
|
|
Aug 03, 2021
Q2 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.12K+ 13.42% |
$38.7K - $43.5K
|
9.46K
$212K
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.09K+ 1.4% |
$37.6K - $42.3K
|
78.8K
$1.77M
|
|
Aug 11, 2021
Q2 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.06KNew |
$36.6K - $41.1K
|
1.06K
$23.7K
|
|
Aug 10, 2021
Q2 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.04K+ 18.0% |
$36.1K - $40.6K
|
6.84K
$153K
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
960+ 7.96% |
$33.2K - $37.3K
|
13K
$292K
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
929+ 2.7% |
$32.1K - $36.1K
|
35.4K
$793K
|
|
Aug 17, 2021
Q2 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
768New |
$26.6K - $29.9K
|
768
$17.2K
|
|
Aug 04, 2021
Q2 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
713+ 1.82% |
$24.7K - $27.7K
|
39.9K
$894K
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
549+ 1.01% |
$19K - $21.4K
|
55.1K
$1.23M
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
548+ 6.41% |
$19K - $21.3K
|
9.1K
$204K
|
|
Aug 31, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
345+ 1.46% |
$11.9K - $13.4K
|
23.9K
$536K
|
|
Aug 13, 2021
Q2 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
331+ 2.7% |
$11.4K - $12.9K
|
12.6K
$282K
|
|
Aug 12, 2021
Q2 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
270New |
$9.34K - $10.5K
|
270
$6.05K
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
150New |
$5.19K - $5.83K
|
150
$3.36K
|
|
Aug 02, 2021
Q2 2021
|
Bison Wealth, LLC
|
BUY
|
- |
150New |
$5.19K - $5.83K
|
150
$3.36K
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
139+ 2.03% |
$4.81K - $5.41K
|
6.99K
$157K
|
|
Aug 06, 2021
Q2 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
126+ 7.31% |
$4.36K - $4.9K
|
1.85K
$41.4K
|
|
Aug 13, 2021
Q2 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
106New |
$3.67K - $4.12K
|
106
$2.37K
|
|
Aug 09, 2021
Q2 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
103New |
$3.56K - $4.01K
|
103
$2.31K
|
|
Jul 27, 2021
Q2 2021
|
Wedbush Securities Inc
|
BUY
|
- |
103+ 0.19% |
$3.56K - $4.01K
|
53.4K
$1.2M
|
|
Aug 11, 2021
Q2 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
84New |
$2.91K - $3.27K
|
84
$1.88K
|
|
Jul 26, 2021
Q2 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
25New |
$865 - $972
|
25
$560
|
|
Aug 04, 2021
Q2 2021
|
Cx Institutional
|
BUY
|
- |
13+ 0.37% |
$450 - $506
|
3.49K
$78.2K
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
7New |
$242 - $272
|
7
$157
|
|
Jul 27, 2021
Q2 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
7+ 1.75% |
$242 - $272
|
408
$9.14K
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4+ 1.79% |
$138 - $156
|
227
$5.08K
|
|
Aug 10, 2021
Q2 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
3+ 0.04% |
$104 - $117
|
8.19K
$183K
|
|
Jul 29, 2021
Q2 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
1+ 0.94% |
$34.6 - $38.9
|
107
$2.4K
|
|
Jul 15, 2021
Q2 2021
|
West End Advisors, LLC
|
SELL
|
- |
-7- 4.58% |
$242 - $272
|
146
$3.27K
|
|
Aug 19, 2021
Q2 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-15- 0.06% |
$519 - $583
|
27.2K
$609K
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-25Closed |
$865 - $972
|
0
$0
|
|
Jul 27, 2021
Q2 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-40- 1.47% |
$1.38K - $1.56K
|
2.67K
$59.9K
|
|
Mar 09, 2022
Q2 2021
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-45- 0.36% |
$1.56K - $1.75K
|
12.6K
$282K
|
|
Jul 08, 2021
Q2 2021
|
Canton Hathaway, LLC
|
SELL
|
- |
-46Closed |
$1.59K - $1.79K
|
0
$0
|
|
Aug 19, 2021
Q2 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-46- 0.73% |
$1.59K - $1.79K
|
6.28K
$141K
|
|
Jul 22, 2021
Q2 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-54- 12.8% |
$1.87K - $2.1K
|
368
$8.24K
|
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-121- 1.14% |
$4.19K - $4.71K
|
10.5K
$235K
|
|
Aug 10, 2021
Q2 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-190- 0.82% |
$6.57K - $7.39K
|
23.1K
$517K
|
|
Aug 10, 2021
Q2 2021
|
Harvest Investment Services, LLC
|
SELL
|
- |
-224- 2.81% |
$7.75K - $8.71K
|
7.75K
$174K
|
|
Jul 12, 2021
Q2 2021
|
Gradient Investments LLC
|
SELL
|
- |
-260Closed |
$8.99K - $10.1K
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
SELL
|
- |
-300- 4.54% |
$10.4K - $11.7K
|
6.31K
$141K
|
|
Aug 30, 2024
Q2 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-311- 53.99% |
$10.8K - $12.1K
|
265
$5.94K
|
|
Aug 13, 2021
Q2 2021
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-400- 10.81% |
$13.8K - $15.6K
|
3.3K
$73.9K
|
|
Aug 03, 2021
Q2 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-403- 4.23% |
$13.9K - $15.7K
|
9.13K
$204K
|
|
Aug 12, 2021
Q2 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-429- 6.31% |
$14.8K - $16.7K
|
6.37K
$143K
|
|
Jul 27, 2021
Q2 2021
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-440- 5.38% |
$15.2K - $17.1K
|
7.75K
$173K
|