Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
236K+ 27.98% |
$5.21M - $5.91M
|
1.08M
$23.3M
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
194K+ 586.28% |
$4.28M - $4.86M
|
227K
$4.9M
|
|
Oct 10, 2023
Q3 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
190KNew |
$4.19M - $4.75M
|
190K
$4.1M
|
|
Nov 13, 2023
Q3 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
164KNew |
$3.61M - $4.09M
|
164K
$3.53M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
136K+ 70.23% |
$3.01M - $3.41M
|
331K
$7.12M
|
|
Nov 14, 2023
Q3 2023
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
107KNew |
$2.37M - $2.68M
|
107K
$2.31M
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
89.2KNew |
$1.97M - $2.23M
|
89.2K
$1.92M
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
73.6K+ 2851.41% |
$1.62M - $1.84M
|
76.2K
$1.64M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
41.8KNew |
$921K - $1.04M
|
41.8K
$900K
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
33.2K+ 115.84% |
$732K - $830K
|
61.9K
$1.33M
|
|
Nov 14, 2023
Q3 2023
|
Man Group PLC
London, X0 |
BUY
|
- |
31.5KNew |
$694K - $787K
|
31.5K
$678K
|
|
Oct 24, 2023
Q3 2023
|
Bridges Investment Management Inc
|
BUY
|
- |
30KNew |
$661K - $749K
|
30K
$646K
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
29.1K+ 103.5% |
$642K - $728K
|
57.2K
$1.23M
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
26.2KNew |
$578K - $655K
|
26.2K
$564K
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
22.6K+ 5.44% |
$499K - $566K
|
438K
$9.44M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22.6K+ 3.98% |
$498K - $564K
|
590K
$12.7M
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
17K+ 18.95% |
$375K - $425K
|
107K
$2.3M
|
|
Nov 13, 2023
Q3 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
17KNew |
$374K - $424K
|
17K
$365K
|
|
Nov 13, 2023
Q3 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
16.8KNew |
$371K - $421K
|
16.8K
$363K
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
16.1K+ 80.45% |
$354K - $402K
|
36K
$776K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
10.6KNew |
$234K - $265K
|
10.6K
$228K
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.5KNew |
$232K - $263K
|
10.5K
$227K
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.02K+ 22.18% |
$155K - $176K
|
38.7K
$833K
|
|
Nov 13, 2023
Q3 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
6.2K+ 4.99% |
$137K - $155K
|
130K
$2.81M
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.03KNew |
$133K - $151K
|
6.03K
$130K
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.32K+ 9.53% |
$117K - $133K
|
61.2K
$1.32M
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.61K+ 33.16% |
$79.6K - $90.3K
|
14.5K
$312K
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
3.52K+ 0.82% |
$77.5K - $87.9K
|
430K
$9.26M
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.33K+ 16.21% |
$73.3K - $83.1K
|
23.8K
$513K
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3K+ 21.1% |
$66.2K - $75K
|
17.2K
$371K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.41K+ 13.03% |
$53.1K - $60.3K
|
20.9K
$450K
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.15K+ 128.68% |
$47.4K - $53.7K
|
3.82K
$82.3K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
2.01K+ 18.47% |
$44.3K - $50.2K
|
12.9K
$277K
|
|
Nov 08, 2023
Q3 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
1.62K+ 53.49% |
$35.7K - $40.5K
|
4.65K
$100K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.33K+ 2.43% |
$29.4K - $33.3K
|
56.1K
$1.21M
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
1.3KNew |
$28.7K - $32.5K
|
1.3K
$28K
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1KNew |
$22.1K - $25K
|
1K
$21.5K
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
410New |
$9.04K - $10.3K
|
410
$8.83K
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
395New |
$8.71K - $9.88K
|
395
$8.51K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
378New |
$8.33K - $9.45K
|
378
$8.14K
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
247New |
$5.45K - $6.18K
|
247
$5.32K
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
225+ 0.63% |
$4.96K - $5.63K
|
35.9K
$773K
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
200+ 2.13% |
$4.41K - $5K
|
9.57K
$206K
|
|
Oct 12, 2023
Q3 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
199+ 2.01% |
$4.39K - $4.98K
|
10.1K
$218K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
172+ 4.45% |
$3.79K - $4.3K
|
4.03K
$86.9K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
170New |
$3.75K - $4.25K
|
170
$3.66K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
92+ 0.96% |
$2.03K - $2.3K
|
9.72K
$209K
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
65+ 0.14% |
$1.43K - $1.63K
|
45.4K
$978K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
50New |
$1.1K - $1.25K
|
50
$1.08K
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
42+ 1.58% |
$926 - $1.05K
|
2.7K
$58.2K
|