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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
118+ 0.33% |
$2.42K - $2.78K
|
35.7K
$799K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
70+ 0.45% |
$1.43K - $1.65K
|
15.5K
$348K
|
|
|
Aug 11, 2023
Q2 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
57+ 0.47% |
$1.17K - $1.35K
|
12.2K
$273K
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
24+ 1.04% |
$491 - $566
|
2.32K
$52K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 12, 2023
Q2 2023
|
American National Bank
|
SELL
|
- |
-55- 26.83% |
$1.13K - $1.3K
|
150
$3.36K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-181- 1.4% |
$3.71K - $4.27K
|
12.7K
$285K
|
|
|
Jul 21, 2023
Q2 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-208- 1.98% |
$4.26K - $4.91K
|
10.3K
$230K
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-224- 1.23% |
$4.59K - $5.29K
|
18.1K
$404K
|
|
|
Aug 09, 2023
Q2 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-340- 10.1% |
$6.96K - $8.02K
|
3.03K
$67.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-356- 1.22% |
$7.29K - $8.4K
|
28.8K
$646K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-363- 46.07% |
$7.43K - $8.57K
|
425
$9.52K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-510- 1.16% |
$10.4K - $12K
|
43.4K
$972K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1K- 42.55% |
$20.5K - $23.6K
|
1.35K
$30.2K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.04K- 30.58% |
$21.2K - $24.4K
|
2.35K
$52.7K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.3K- 5.05% |
$26.6K - $30.7K
|
24.4K
$547K
|
|
|
Aug 01, 2023
Q2 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.74K- 5.98% |
$35.6K - $41.1K
|
27.4K
$613K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.91K- 3.36% |
$39K - $45K
|
54.8K
$1.23M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.92K- 5.47% |
$39.2K - $45.2K
|
33.1K
$742K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.01K- 15.04% |
$41.1K - $47.4K
|
11.4K
$254K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.12K- 18.42% |
$43.3K - $49.9K
|
9.37K
$210K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.38K- 3.43% |
$48.6K - $56.1K
|
66.9K
$1.5M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.43K- 2.94% |
$49.7K - $57.3K
|
80.1K
$1.79M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.5K- 5.23% |
$51.2K - $59K
|
45.4K
$1.02M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.57K- 21.06% |
$52.6K - $60.7K
|
9.63K
$216K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-3.59K- 3.55% |
$73.4K - $84.7K
|
97.4K
$2.18M
|
|
|
Jul 12, 2023
Q2 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-4.09K- 22.96% |
$83.7K - $96.5K
|
13.7K
$307K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.7K- 54.24% |
$96.2K - $111K
|
3.97K
$88.8K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-5.14K- 6.85% |
$105K - $121K
|
69.8K
$1.56M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.68K- 23.5% |
$116K - $134K
|
18.5K
$414K
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-6.54K- 4.47% |
$134K - $154K
|
140K
$3.13M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.83K- 27.53% |
$140K - $161K
|
18K
$402K
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-8.23K- 45.83% |
$168K - $194K
|
9.73K
$218K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-8.88K- 10.69% |
$182K - $209K
|
74.1K
$1.66M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-9.73K- 4.99% |
$199K - $230K
|
185K
$4.15M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-10.2K- 14.09% |
$209K - $241K
|
62.3K
$1.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-16.1K- 16.17% |
$330K - $381K
|
83.6K
$1.87M
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-30.8K- 98.86% |
$630K - $726K
|
355
$7.95K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-41.2K- 94.1% |
$842K - $971K
|
2.58K
$57.8K
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-131K- 68.68% |
$2.68M - $3.09M
|
59.7K
$1.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-152K- 15.29% |
$3.12M - $3.6M
|
844K
$18.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-168K- 88.59% |
$3.44M - $3.96M
|
21.6K
$485K
|