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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q3 2024
|
Triumph Capital Management
|
SELL
|
- |
-11.5KClosed |
$251K - $284K
|
0
$0
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-11.7K- 95.1% |
$256K - $289K
|
603
$12K
|
|
|
Oct 02, 2024
Q3 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-13.8K- 7.12% |
$301K - $340K
|
179K
$3.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-16.8K- 1.99% |
$368K - $416K
|
830K
$16.5M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-16.9K- 33.26% |
$369K - $417K
|
33.8K
$674K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-21.4K- 7.81% |
$469K - $530K
|
253K
$5.04M
|
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-46.7K- 68.71% |
$1.02M - $1.16M
|
21.3K
$424K
|