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 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
34+ 36.17% |
$750 - $850
|
128
$2.76K
|
|
|
Nov 07, 2023
Q3 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
4+ 0.03% |
$88.2 - $100
|
13.7K
$296K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Bts Asset Management, Inc.
|
SELL
|
- |
-9- 0.07% |
$198 - $225
|
12.4K
$267K
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-56- 1.57% |
$1.23K - $1.4K
|
3.5K
$75.4K
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-200- 1.74% |
$4.41K - $5K
|
11.3K
$243K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-272- 1.26% |
$6K - $6.8K
|
21.4K
$460K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-355Closed |
$7.83K - $8.88K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-541- 0.51% |
$11.9K - $13.5K
|
105K
$2.25M
|
|
|
Oct 30, 2023
Q3 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-858- 8.35% |
$18.9K - $21.5K
|
9.42K
$203K
|
|
|
Nov 14, 2023
Q3 2023
|
Harvest Investment Services, LLC
|
SELL
|
- |
-880- 7.22% |
$19.4K - $22K
|
11.3K
$244K
|
|
|
Oct 18, 2023
Q3 2023
|
Clarity Financial LLC
|
SELL
|
- |
-916- 7.52% |
$20.2K - $22.9K
|
11.3K
$243K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.13K- 6.82% |
$25K - $28.3K
|
15.5K
$333K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.22K- 9.58% |
$26.9K - $30.5K
|
11.5K
$248K
|
|
|
Oct 06, 2023
Q3 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-1.57K- 8.19% |
$34.6K - $39.2K
|
17.6K
$379K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.6K- 8.88% |
$35.2K - $39.9K
|
16.4K
$353K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.75K- 74.23% |
$38.5K - $43.7K
|
606
$13.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.76K- 0.95% |
$38.9K - $44.1K
|
184K
$3.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-2.02K- 7.4% |
$44.6K - $50.6K
|
25.3K
$546K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.25K- 9.21% |
$49.6K - $56.3K
|
22.2K
$478K
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.27K- 1.61% |
$50.1K - $56.8K
|
138K
$2.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-2.29K- 5.27% |
$50.4K - $57.2K
|
41.1K
$886K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.72K- 9.42% |
$59.9K - $68K
|
26.1K
$563K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.82K- 71.0% |
$62.1K - $70.4K
|
1.15K
$24.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-3.01K- 2.15% |
$66.4K - $75.3K
|
137K
$2.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.03K- 6.02% |
$88.9K - $101K
|
62.9K
$1.36M
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-4.86K- 6.07% |
$107K - $121K
|
75.2K
$1.62M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-5.63K- 9.03% |
$124K - $141K
|
56.7K
$1.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.82K- 2.01% |
$128K - $145K
|
284K
$6.12M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.96K- 13.58% |
$131K - $149K
|
37.9K
$817K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.88K- 8.23% |
$152K - $172K
|
76.7K
$1.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Greenland Capital Management LP
New York, NY |
SELL
|
- |
-10K- 28.09% |
$221K - $250K
|
25.6K
$551K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-11.4K- 19.09% |
$251K - $285K
|
48.3K
$1.04M
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-19K- 4.61% |
$418K - $474K
|
393K
$8.45M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-21.5K- 30.75% |
$473K - $537K
|
48.4K
$1.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-31.8K- 83.68% |
$701K - $795K
|
6.2K
$134K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-33.6K- 45.31% |
$741K - $840K
|
40.5K
$873K
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-34.5K- 24.6% |
$760K - $862K
|
106K
$2.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-244K- 39.15% |
$5.38M - $6.1M
|
379K
$8.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-300K- 73.96% |
$6.62M - $7.5M
|
106K
$2.28M
|