Purchases and Sales Made in Q3 2025 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 2025. 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 10, 2025
Q3 2025
|
Clarity Financial LLC
|
BUY
|
- |
112K+ 77.07% |
$2.42M - $2.63M
|
257K
$5.59M
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
7.58K+ 3400.0% |
$164K - $179K
|
7.81K
$170K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
5.7K+ 22.89% |
$123K - $134K
|
30.6K
$666K
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
5.11K+ 2.51% |
$110K - $120K
|
209K
$4.54M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
506+ 64.62% |
$10.9K - $11.9K
|
1.29K
$28.1K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
63New |
$1.36K - $1.48K
|
63
$1.37K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
40New |
$866 - $943
|
40
$871
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
1+ 0.56% |
$21.6 - $23.6
|
178
$3.88K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-8- 1.99% |
$173 - $189
|
394
$8.58K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-10- 0.03% |
$216 - $236
|
39.5K
$860K
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-133- 0.39% |
$2.88K - $3.13K
|
33.7K
$733K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-407- 17.35% |
$8.81K - $9.59K
|
1.94K
$42.2K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-499- 32.66% |
$10.8K - $11.8K
|
1.03K
$22.4K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-575- 3.74% |
$12.4K - $13.6K
|
14.8K
$323K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.34K- 11.9% |
$28.9K - $31.5K
|
9.89K
$215K
|
|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-2.46K- 7.88% |
$53.3K - $58.1K
|
28.8K
$628K
|
|
|
Oct 22, 2025
Q3 2025
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-2.49K- 1.72% |
$53.9K - $58.7K
|
142K
$3.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-3K- 17.19% |
$64.9K - $70.7K
|
14.5K
$315K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.75K- 9.48% |
$81K - $88.3K
|
35.8K
$779K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.7K- 18.66% |
$102K - $111K
|
20.5K
$446K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-6.22K- 33.45% |
$134K - $146K
|
12.4K
$269K
|
|
|
Oct 22, 2025
Q3 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-26.5K- 16.42% |
$574K - $625K
|
135K
$2.94M
|