Purchases and Sales Made in Q2 2022 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 2022. 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 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-5- 15.63% |
$120 - $165
|
27
$623
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-15Closed |
$360 - $494
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-36Closed |
$864 - $1.18K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-75Closed |
$1.8K - $2.47K
|
0
$0
|
|
Nov 15, 2022
Q2 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-114- 21.55% |
$2.74K - $3.75K
|
415
$9.57K
|
|
Aug 05, 2022
Q2 2022
|
Archer Investment Corp
|
SELL
|
- |
-143Closed |
$3.43K - $4.71K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
West End Advisors, LLC
|
SELL
|
- |
-148Closed |
$3.55K - $4.87K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-175Closed |
$4.2K - $5.76K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-239- 1.11% |
$5.74K - $7.87K
|
21.3K
$492K
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-283Closed |
$6.79K - $9.31K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Clear Street Markets LLC
|
SELL
|
- |
-400Closed |
$9.6K - $13.2K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-450Closed |
$10.8K - $14.8K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-493- 64.78% |
$11.8K - $16.2K
|
268
$6.18K
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-559Closed |
$13.4K - $18.4K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-595- 51.38% |
$14.3K - $19.6K
|
563
$13K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-601Closed |
$14.4K - $19.8K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-658- 6.32% |
$15.8K - $21.7K
|
9.75K
$225K
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-935- 1.43% |
$22.4K - $30.8K
|
64.4K
$1.49M
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
SELL
|
- |
-1.01KClosed |
$24.3K - $33.4K
|
0
$0
|
|
Aug 22, 2022
Q2 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-1.05K- 40.62% |
$25.2K - $34.6K
|
1.54K
$35.4K
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.12K- 12.55% |
$26.9K - $36.8K
|
7.8K
$180K
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.12K- 7.58% |
$26.9K - $36.8K
|
13.6K
$315K
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.13K- 3.68% |
$27K - $37K
|
29.4K
$679K
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.27K- 82.13% |
$30.6K - $41.9K
|
277
$6.39K
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.31K- 4.23% |
$31.4K - $43K
|
29.6K
$683K
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.31K- 1.76% |
$31.4K - $43K
|
72.9K
$1.68M
|
|
Jul 11, 2022
Q2 2022
|
American National Bank
|
SELL
|
- |
-1.32K- 95.31% |
$31.7K - $43.5K
|
65
$1.5K
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.5K- 12.91% |
$36K - $49.4K
|
10.1K
$233K
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.86K- 2.54% |
$44.6K - $61.1K
|
71.3K
$1.65M
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2KClosed |
$48K - $65.8K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Element Wealth, LLC
|
SELL
|
- |
-2.2KClosed |
$52.7K - $72.3K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.25K- 11.01% |
$54.1K - $74.1K
|
18.2K
$420K
|
|
Aug 09, 2022
Q2 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-2.4KClosed |
$57.6K - $79K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-2.5K- 9.38% |
$60K - $82.3K
|
24.2K
$557K
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.88KClosed |
$69.2K - $94.8K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-3.42KClosed |
$82K - $112K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Cutler Group LP
|
SELL
|
- |
-3.52K- 76.55% |
$84.5K - $116K
|
1.08K
$24.9K
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-3.81K- 24.49% |
$91.3K - $125K
|
11.7K
$271K
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-4.09K- 26.32% |
$98.3K - $135K
|
11.5K
$264K
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-4.76KClosed |
$114K - $157K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-6.08KClosed |
$146K - $200K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-6.41KClosed |
$154K - $211K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-6.66KClosed |
$160K - $219K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-6.71KClosed |
$161K - $221K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.76KClosed |
$162K - $222K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.99K- 9.67% |
$168K - $230K
|
65.4K
$1.51M
|
|
Jul 08, 2022
Q2 2022
|
Old Port Advisors
|
SELL
|
- |
-7.02K- 45.19% |
$169K - $231K
|
8.52K
$196K
|
|
Aug 09, 2022
Q2 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-7.09KClosed |
$170K - $233K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-7.74KClosed |
$186K - $255K
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-7.84K- 7.3% |
$188K - $258K
|
99.6K
$2.3M
|