Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
1.45K+ 10.8% |
$31.8K - $35.9K
|
14.9K
$342K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.31K+ 12.23% |
$28.7K - $32.4K
|
12K
$276K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.24K+ 6.32% |
$27.2K - $30.7K
|
20.9K
$480K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.21KNew |
$26.5K - $29.9K
|
1.21K
$27.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
1.11K+ 0.79% |
$24.4K - $27.5K
|
141K
$3.25M
|
|
|
Oct 30, 2024
Q3 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
745+ 5.25% |
$16.3K - $18.4K
|
14.9K
$343K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
589New |
$12.9K - $14.6K
|
589
$13.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
547+ 1.31% |
$12K - $13.5K
|
42.3K
$970K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
520New |
$11.4K - $12.9K
|
520
$11.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
503+ 3.13% |
$11K - $12.4K
|
16.6K
$381K
|
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
415+ 0.43% |
$9.09K - $10.3K
|
97.9K
$2.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
329+ 0.8% |
$7.21K - $8.14K
|
41.5K
$953K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
297+ 1.09% |
$6.5K - $7.34K
|
27.5K
$630K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
223+ 0.75% |
$4.88K - $5.51K
|
30.1K
$690K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
201New |
$4.4K - $4.97K
|
201
$4.61K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
150New |
$3.29K - $3.71K
|
150
$3.44K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
137New |
$3K - $3.39K
|
137
$3.14K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
76+ 0.48% |
$1.66K - $1.88K
|
15.9K
$365K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
44+ 3.96% |
$964 - $1.09K
|
1.15K
$26.5K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
25+ 2.31% |
$548 - $618
|
1.11K
$25.5K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
9+ 2.28% |
$197 - $223
|
404
$9.27K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6+ 0.52% |
$131 - $148
|
1.16K
$26.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
6+ 3.8% |
$131 - $148
|
164
$3.76K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5+ 0.7% |
$110 - $124
|
724
$16.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 0.67% |
$65.7 - $74.2
|
451
$10.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.4% |
$21.9 - $24.7
|
252
$5.78K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-22- 0.22% |
$482 - $544
|
9.77K
$224K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-226- 2.4% |
$4.95K - $5.59K
|
9.19K
$211K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-248- 1.43% |
$5.43K - $6.13K
|
17.2K
$394K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-285- 0.76% |
$6.24K - $7.05K
|
37.1K
$852K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-325Closed |
$7.12K - $8.04K
|
0
$0
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-339- 0.88% |
$7.42K - $8.38K
|
38.1K
$875K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-353- 2.61% |
$7.73K - $8.73K
|
13.2K
$302K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-578- 0.83% |
$12.7K - $14.3K
|
69K
$1.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-643- 1.78% |
$14.1K - $15.9K
|
35.5K
$815K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-907- 50.84% |
$19.9K - $22.4K
|
877
$20.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-1.02K- 27.78% |
$22.3K - $25.2K
|
2.64K
$60.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-1.04K- 6.43% |
$22.8K - $25.7K
|
15.2K
$348K
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.37K- 10.0% |
$30K - $33.9K
|
12.3K
$283K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.94K- 3.75% |
$42.4K - $47.9K
|
49.7K
$1.14M
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-2.92K- 11.75% |
$64K - $72.2K
|
21.9K
$504K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-4.55K- 12.42% |
$99.7K - $113K
|
32.1K
$737K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-6.45K- 7.95% |
$141K - $160K
|
74.7K
$1.71M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.45K- 3.25% |
$141K - $160K
|
192K
$4.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-7.95K- 36.15% |
$174K - $197K
|
14K
$322K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-10.6K- 6.97% |
$233K - $263K
|
142K
$3.26M
|
|
|
Oct 02, 2024
Q3 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-13.8K- 7.12% |
$301K - $340K
|
179K
$4.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-16.8K- 1.99% |
$368K - $416K
|
830K
$19M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-16.9K- 33.26% |
$369K - $417K
|
33.8K
$776K
|