Purchases and Sales Made in Q2 2023 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 2023. 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 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
338K+ 500.08% |
$6.92M - $7.98M
|
406K
$8.74M
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
338K+ 500.08% |
$6.92M - $7.98M
|
406K
$8.74M
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
86KNew |
$1.76M - $2.03M
|
86K
$1.85M
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
67.5K+ 183.97% |
$1.38M - $1.59M
|
104K
$2.24M
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
46.5K+ 107.57% |
$951K - $1.1M
|
89.7K
$1.93M
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
44KNew |
$901K - $1.04M
|
44K
$948K
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
43.8K+ 29.1% |
$896K - $1.03M
|
194K
$4.18M
|
|
Aug 14, 2023
Q2 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
33.4KNew |
$684K - $789K
|
33.4K
$720K
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
32.1K+ 4.01% |
$656K - $757K
|
831K
$17.9M
|
|
Jul 28, 2023
Q2 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
28.7KNew |
$587K - $676K
|
28.7K
$617K
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
28.6K+ 4.81% |
$586K - $676K
|
623K
$13.4M
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
25.2K+ 6.52% |
$515K - $594K
|
411K
$8.86M
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
22.3K+ 8.35% |
$457K - $527K
|
290K
$6.25M
|
|
Jul 26, 2023
Q2 2023
|
West Wealth Group, LLC
|
BUY
|
- |
19.2KNew |
$392K - $452K
|
19.2K
$413K
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.8K+ 3.05% |
$344K - $396K
|
567K
$12.2M
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
15.4KNew |
$316K - $365K
|
15.4K
$333K
|
|
Aug 02, 2023
Q2 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
15.4K+ 14.12% |
$314K - $362K
|
124K
$2.67M
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
14.2KNew |
$291K - $336K
|
14.2K
$306K
|
|
Aug 10, 2023
Q2 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
14.2K+ 3.44% |
$290K - $334K
|
426K
$9.18M
|
|
Jul 20, 2023
Q2 2023
|
Clarity Financial LLC
|
BUY
|
- |
12.2KNew |
$249K - $288K
|
12.2K
$262K
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
12K+ 2.99% |
$247K - $284K
|
416K
$8.95M
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.4K+ 125.66% |
$234K - $270K
|
20.5K
$442K
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
10.9KNew |
$223K - $257K
|
10.9K
$235K
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
10.3K+ 30.56% |
$210K - $243K
|
43.9K
$946K
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.2KNew |
$209K - $241K
|
10.2K
$220K
|
|
Aug 14, 2023
Q2 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
10K+ 39.06% |
$205K - $236K
|
35.6K
$767K
|
|
Jul 13, 2023
Q2 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
9.92KNew |
$203K - $234K
|
9.92K
$214K
|
|
Aug 10, 2023
Q2 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
9.03KNew |
$185K - $213K
|
9.03K
$194K
|
|
Jul 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
8.76KNew |
$179K - $207K
|
8.76K
$189K
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.88K+ 14.04% |
$141K - $162K
|
55.9K
$1.2M
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
5.87KNew |
$120K - $139K
|
5.87K
$126K
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.74K+ 5.77% |
$117K - $135K
|
105K
$2.26M
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.07K+ 35.79% |
$83.2K - $95.9K
|
15.4K
$332K
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.9K+ 2.85% |
$79.9K - $92.1K
|
141K
$3.03M
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.9K+ 2.85% |
$79.9K - $92.1K
|
141K
$3.03M
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.28K+ 13.19% |
$67.1K - $77.3K
|
28.1K
$606K
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.45K+ 8.39% |
$50.2K - $57.8K
|
31.7K
$682K
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.67KNew |
$34.2K - $39.4K
|
1.67K
$36K
|
|
Jul 10, 2023
Q2 2023
|
Bts Asset Management, Inc.
|
BUY
|
- |
986+ 8.64% |
$20.2K - $23.3K
|
12.4K
$267K
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
967+ 3.83% |
$19.8K - $22.8K
|
26.2K
$564K
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
551+ 3.44% |
$11.3K - $13K
|
16.6K
$357K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
414+ 12.01% |
$8.47K - $9.77K
|
3.86K
$83.2K
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
BUY
|
- |
343+ 2.45% |
$7.02K - $8.09K
|
14.4K
$309K
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
331+ 0.87% |
$6.78K - $7.81K
|
38.5K
$830K
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
300+ 2.68% |
$6.14K - $7.08K
|
11.5K
$248K
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
231New |
$4.73K - $5.45K
|
231
$4.98K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
210+ 1.97% |
$4.3K - $4.96K
|
10.9K
$234K
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
206+ 2.0% |
$4.22K - $4.86K
|
10.5K
$226K
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
150New |
$3.07K - $3.54K
|
150
$3.23K
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
124+ 1.19% |
$2.54K - $2.93K
|
10.5K
$226K
|