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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4+ 0.9% |
$84.9 - $93.2
|
448
$9.65K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4+ 0.56% |
$84.9 - $93.2
|
719
$15.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
3New |
$63.7 - $69.9
|
3
$64.6
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
2+ 0.8% |
$42.4 - $46.6
|
251
$5.41K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
1+ 0.64% |
$21.2 - $23.3
|
158
$3.4K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-94- 0.76% |
$1.99K - $2.19K
|
12.3K
$265K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-105- 0.2% |
$2.23K - $2.45K
|
51.6K
$1.11M
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-158- 47.16% |
$3.35K - $3.68K
|
177
$3.81K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-200- 50.0% |
$4.24K - $4.66K
|
200
$4.31K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-210- 0.56% |
$4.46K - $4.9K
|
37.4K
$806K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-236- 90.08% |
$5.01K - $5.5K
|
26
$560
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-375- 1.81% |
$7.96K - $8.74K
|
20.3K
$437K
|
|
|
Aug 14, 2024
Q2 2024
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-424- 0.3% |
$9K - $9.88K
|
140K
$3.02M
|
|
|
Jul 16, 2024
Q2 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-450- 3.37% |
$9.55K - $10.5K
|
12.9K
$278K
|
|
|
Jul 17, 2024
Q2 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-455- 3.31% |
$9.66K - $10.6K
|
13.3K
$286K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-678- 2.22% |
$14.4K - $15.8K
|
29.9K
$643K
|
|
|
Aug 13, 2024
Q2 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-868- 8.14% |
$18.4K - $20.2K
|
9.8K
$211K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-883- 4.83% |
$18.7K - $20.6K
|
17.4K
$375K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-884- 1.26% |
$18.8K - $20.6K
|
69.5K
$1.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-909- 1.11% |
$19.3K - $21.2K
|
81.1K
$1.75M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-925- 8.34% |
$19.6K - $21.6K
|
10.2K
$219K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-971- 2.3% |
$20.6K - $22.6K
|
41.2K
$887K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-983- 1.44% |
$20.9K - $22.9K
|
67.4K
$1.45M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.07K- 2.69% |
$22.6K - $24.8K
|
38.5K
$829K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
SELL
|
- |
-1.27K- 53.97% |
$27K - $29.6K
|
1.08K
$23.3K
|
|
|
Jul 25, 2024
Q2 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-1.77K- 11.11% |
$37.6K - $41.3K
|
14.2K
$305K
|
|
|
Jul 19, 2024
Q2 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-2.14K- 6.31% |
$45.4K - $49.8K
|
31.8K
$684K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.28K- 5.19% |
$48.4K - $53.2K
|
41.7K
$899K
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2.53K- 4.75% |
$53.6K - $58.9K
|
50.7K
$1.09M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-3.09K- 18.24% |
$65.6K - $72.1K
|
13.9K
$299K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-3.61K- 8.96% |
$76.5K - $84.1K
|
36.6K
$789K
|
|
|
Aug 09, 2024
Q2 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-3.99K- 22.55% |
$84.8K - $93.1K
|
13.7K
$295K
|
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-4.38K- 79.79% |
$93K - $102K
|
1.11K
$23.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-4.52K- 18.7% |
$96K - $105K
|
19.7K
$424K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.1K- 12.36% |
$108K - $119K
|
36.2K
$779K
|
|
|
Jul 10, 2024
Q2 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-5.14K- 2.59% |
$109K - $120K
|
193K
$4.16M
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-7.3K- 22.69% |
$155K - $170K
|
24.9K
$536K
|
|
|
Aug 06, 2024
Q2 2024
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-16.5K- 14.13% |
$351K - $385K
|
100K
$2.16M
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-19.7K- 8.19% |
$417K - $459K
|
221K
$4.75M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-21.6K- 51.99% |
$459K - $504K
|
20K
$430K
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-23.7K- 71.5% |
$503K - $552K
|
9.45K
$203K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-23.9K- 10.75% |
$507K - $557K
|
198K
$4.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-31K- 27.16% |
$657K - $722K
|
83.1K
$1.79M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-31.7K- 76.53% |
$672K - $738K
|
9.72K
$209K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-34.6K- 2.8% |
$734K - $807K
|
1.2M
$25.9M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-34.6K- 2.8% |
$734K - $807K
|
1.2M
$25.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-35.6K- 51.41% |
$756K - $830K
|
33.7K
$725K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-62.4K- 9.62% |
$1.32M - $1.45M
|
586K
$12.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-67.5K- 43.26% |
$1.43M - $1.57M
|
88.5K
$1.91M
|