Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
325New |
$10.6K - $12.5K
|
325
$7K
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
300+ 3.79% |
$9.8K - $11.5K
|
8.22K
$177K
|
|
Mar 23, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
250+ 9.67% |
$8.17K - $9.6K
|
2.84K
$61.1K
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
228New |
$7.45K - $8.75K
|
228
$4.91K
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
189New |
$6.17K - $7.25K
|
189
$4.07K
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
142New |
$4.64K - $5.45K
|
142
$3.06K
|
|
Feb 18, 2022
Q4 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
35New |
$1.14K - $1.34K
|
35
$754
|
|
Feb 03, 2022
Q4 2021
|
Element Wealth, LLC
|
BUY
|
- |
30+ 1.37% |
$980 - $1.15K
|
2.22K
$47.9K
|
|
Jan 27, 2022
Q4 2021
|
Investors Research Corp
|
BUY
|
- |
23New |
$751 - $883
|
23
$495
|
|
Jan 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
15+ 4.08% |
$490 - $576
|
383
$8.25K
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
8+ 3.51% |
$261 - $307
|
236
$5.08K
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3+ 2.7% |
$98 - $115
|
114
$2.46K
|
|
Jan 14, 2022
Q4 2021
|
West End Advisors, LLC
|
SELL
|
- |
-3- 1.99% |
$98 - $115
|
148
$3.19K
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-10- 0.98% |
$327 - $384
|
1.01K
$21.8K
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-25Closed |
$817 - $960
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-53- 50.0% |
$1.73K - $2.03K
|
53
$1.14K
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-56- 0.92% |
$1.83K - $2.15K
|
6.06K
$130K
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-56- 0.21% |
$1.83K - $2.15K
|
26.1K
$562K
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-71- 47.33% |
$2.32K - $2.72K
|
79
$1.7K
|
|
Feb 10, 2022
Q4 2021
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-75- 8.4% |
$2.45K - $2.88K
|
818
$17.6K
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-92- 0.18% |
$3.01K - $3.53K
|
51.6K
$1.11M
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-94- 3.56% |
$3.07K - $3.61K
|
2.55K
$54.8K
|
|
Feb 04, 2022
Q4 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-94- 0.15% |
$3.07K - $3.61K
|
62.1K
$1.34M
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-100- 1.06% |
$3.27K - $3.84K
|
9.36K
$202K
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-103Closed |
$3.37K - $3.95K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-108Closed |
$3.53K - $4.15K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-125Closed |
$4.08K - $4.8K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-158- 1.93% |
$5.16K - $6.06K
|
8.04K
$173K
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-186- 2.04% |
$6.08K - $7.14K
|
8.95K
$193K
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-212Closed |
$6.93K - $8.14K
|
0
$0
|
|
Jan 12, 2022
Q4 2021
|
Old Port Advisors
|
SELL
|
- |
-249- 0.98% |
$8.13K - $9.56K
|
25.2K
$543K
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
SELL
|
- |
-250- 22.73% |
$8.17K - $9.6K
|
850
$18.3K
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-271Closed |
$8.85K - $10.4K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-290Closed |
$9.47K - $11.1K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-300- 47.24% |
$9.8K - $11.5K
|
335
$7.22K
|
|
Jan 18, 2022
Q4 2021
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-324- 4.32% |
$10.6K - $12.4K
|
7.17K
$154K
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-332- 3.91% |
$10.8K - $12.7K
|
8.17K
$176K
|
|
Jan 13, 2022
Q4 2021
|
Activest Wealth Management
|
SELL
|
- |
-334Closed |
$10.9K - $12.8K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-338- 3.63% |
$11K - $13K
|
8.97K
$193K
|
|
Feb 11, 2022
Q4 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-373- 2.84% |
$12.2K - $14.3K
|
12.7K
$274K
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-388- 3.15% |
$12.7K - $14.9K
|
11.9K
$257K
|
|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
SELL
|
- |
-403- 79.96% |
$13.2K - $15.5K
|
101
$2.18K
|
|
Jan 27, 2022
Q4 2021
|
Rockland Trust CO
|
SELL
|
- |
-426- 2.47% |
$13.9K - $16.3K
|
16.8K
$363K
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-461- 0.16% |
$15.1K - $17.7K
|
290K
$6.25M
|
|
Jan 19, 2022
Q4 2021
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-686- 3.73% |
$22.4K - $26.3K
|
17.7K
$382K
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-850- 2.71% |
$27.8K - $32.6K
|
30.6K
$658K
|
|
Mar 09, 2022
Q4 2021
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1K- 44.44% |
$32.7K - $38.4K
|
1.25K
$26.9K
|
|
Oct 13, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.02K- 5.25% |
$33.5K - $39.3K
|
18.5K
$398K
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.02K- 5.25% |
$33.5K - $39.3K
|
18.5K
$398K
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.09K- 11.77% |
$35.5K - $41.7K
|
8.14K
$175K
|