Purchases and Sales Made in Q2 2024 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 2024. 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 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
847KNew |
$18M - $19.7M
|
847K
$18.9M
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
140KNew |
$2.98M - $3.27M
|
140K
$3.12M
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
119K+ 1024.04% |
$2.52M - $2.77M
|
130K
$2.91M
|
|
Aug 14, 2024
Q2 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
68KNew |
$1.44M - $1.58M
|
68K
$1.51M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
53.5K+ 486.73% |
$1.14M - $1.25M
|
64.5K
$1.44M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
52.3K+ 23.57% |
$1.11M - $1.22M
|
274K
$6.11M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
50.8K+ 7.04% |
$1.08M - $1.18M
|
772K
$17.2M
|
|
Aug 14, 2024
Q2 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
30.5KNew |
$647K - $711K
|
30.5K
$679K
|
|
Aug 13, 2024
Q2 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
27.7K+ 39.61% |
$587K - $645K
|
97.5K
$2.17M
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
15.7K+ 249.09% |
$333K - $366K
|
22K
$490K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.6K+ 3.72% |
$330K - $363K
|
434K
$9.66M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.2K+ 124.26% |
$323K - $354K
|
27.4K
$611K
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
14.4K+ 10.74% |
$305K - $335K
|
148K
$3.3M
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
12.8KNew |
$272K - $298K
|
12.8K
$285K
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
11.1KNew |
$236K - $260K
|
11.1K
$248K
|
|
Aug 05, 2024
Q2 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
10K+ 66.67% |
$212K - $233K
|
25K
$557K
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9.57KNew |
$203K - $223K
|
9.57K
$213K
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
9.1KNew |
$193K - $212K
|
9.1K
$203K
|
|
Aug 12, 2024
Q2 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
8.19K+ 21.09% |
$174K - $191K
|
47K
$1.05M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
8.05K+ 5.56% |
$171K - $188K
|
153K
$3.4M
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7.55KNew |
$160K - $176K
|
7.55K
$168K
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.47K+ 8.88% |
$137K - $151K
|
79.3K
$1.77M
|
|
Aug 13, 2024
Q2 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
5.34K+ 114.94% |
$113K - $124K
|
9.99K
$222K
|
|
Aug 07, 2024
Q2 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
4.11K+ 44.06% |
$87.2K - $95.8K
|
13.4K
$299K
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.93K+ 30.47% |
$83.5K - $91.7K
|
16.8K
$375K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.92K+ 34.53% |
$83.1K - $91.3K
|
15.3K
$340K
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
3.67K+ 13.1% |
$77.8K - $85.5K
|
31.7K
$705K
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.55K+ 5.68% |
$54K - $59.4K
|
47.4K
$1.06M
|
|
Jul 30, 2024
Q2 2024
|
Clarity Financial LLC
|
BUY
|
- |
2.35K+ 20.08% |
$49.8K - $54.7K
|
14K
$313K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.66KNew |
$35.2K - $38.7K
|
1.66K
$37K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.26K+ 1.83% |
$26.8K - $29.5K
|
70.3K
$1.57M
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.23K+ 12.97% |
$26.1K - $28.7K
|
10.7K
$239K
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.16K+ 4.47% |
$24.7K - $27.1K
|
27.2K
$605K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.1K+ 7.33% |
$23.3K - $25.6K
|
16.1K
$358K
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.08K+ 8.7% |
$22.9K - $25.2K
|
13.5K
$301K
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1KNew |
$21.2K - $23.3K
|
1K
$22.3K
|
|
Aug 07, 2024
Q2 2024
|
Seaview Investment Managers LLC
|
BUY
|
- |
991+ 9.38% |
$21K - $23.1K
|
11.6K
$257K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
764+ 74.9% |
$16.2K - $17.8K
|
1.78K
$39.7K
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
656+ 2.47% |
$13.9K - $15.3K
|
27.3K
$607K
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
589New |
$12.5K - $13.7K
|
589
$13.1K
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
375+ 4.15% |
$7.96K - $8.74K
|
9.41K
$210K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
354+ 2.3% |
$7.51K - $8.25K
|
15.7K
$350K
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
308+ 3.38% |
$6.54K - $7.18K
|
9.41K
$210K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
257New |
$5.45K - $5.99K
|
257
$5.73K
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
77+ 0.49% |
$1.63K - $1.79K
|
15.8K
$353K
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
21New |
$446 - $490
|
21
$468
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
15New |
$318 - $350
|
15
$334
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
6+ 0.16% |
$127 - $140
|
3.66K
$81.6K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6+ 0.52% |
$127 - $140
|
1.16K
$25.8K
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4+ 0.9% |
$84.9 - $93.2
|
448
$9.98K
|