Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
164K+ 43.17% |
$3.12M - $4.1M
|
543K
$12.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
131KNew |
$2.49M - $3.27M
|
131K
$3M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
116K+ 109.06% |
$2.22M - $2.91M
|
223K
$5.12M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
91.2KNew |
$1.74M - $2.28M
|
91.2K
$2.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
80.3KNew |
$1.53M - $2.01M
|
80.3K
$1.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
76.7K+ 100.62% |
$1.46M - $1.92M
|
153K
$3.51M
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
75.8KNew |
$1.44M - $1.9M
|
75.8K
$1.74M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
70.1K+ 24.67% |
$1.34M - $1.75M
|
354K
$8.13M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
59K+ 25538.1% |
$1.12M - $1.48M
|
59.2K
$1.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
48.7K+ 227.89% |
$927K - $1.22M
|
70K
$1.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
36.8K+ 3.4% |
$700K - $920K
|
1.12M
$25.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
36.3KNew |
$691K - $908K
|
36.3K
$832K
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
35KNew |
$667K - $876K
|
35K
$803K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
34.5K+ 32.62% |
$657K - $863K
|
140K
$3.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
32.3K+ 96.73% |
$616K - $809K
|
65.7K
$1.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
31.4KNew |
$597K - $785K
|
31.4K
$720K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
23K+ 87.98% |
$439K - $577K
|
49.2K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
20.3K+ 8.93% |
$387K - $508K
|
248K
$5.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
15.7KNew |
$300K - $394K
|
15.7K
$361K
|
|
|
Feb 05, 2024
Q4 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
13.3KNew |
$254K - $333K
|
13.3K
$305K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.7KNew |
$241K - $317K
|
12.7K
$291K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
12.7KNew |
$241K - $317K
|
12.7K
$290K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
12.5KNew |
$239K - $313K
|
12.5K
$287K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.4K+ 16.14% |
$236K - $310K
|
89.1K
$2.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
11.6K+ 187.1% |
$221K - $290K
|
17.8K
$409K
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
11.5KNew |
$220K - $288K
|
11.5K
$264K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
10.6K+ 72.95% |
$202K - $265K
|
25.1K
$576K
|
|
|
Feb 09, 2024
Q4 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
9.42K+ 7.23% |
$180K - $236K
|
140K
$3.21M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9.1KNew |
$173K - $228K
|
9.1K
$209K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.59K+ 8.18% |
$87.5K - $115K
|
60.7K
$1.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.01K+ 16.82% |
$76.4K - $100K
|
27.8K
$639K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.79KNew |
$72.1K - $94.8K
|
3.79K
$86.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.55K+ 5.8% |
$67.6K - $88.8K
|
64.8K
$1.49M
|
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
3.46K+ 26.85% |
$65.9K - $86.6K
|
16.4K
$375K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.35K+ 8.25% |
$63.8K - $83.8K
|
43.9K
$1.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.07K+ 80.49% |
$58.6K - $76.9K
|
6.89K
$158K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.95KNew |
$56.2K - $73.9K
|
2.95K
$67.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
2.73K+ 2.55% |
$52.1K - $68.4K
|
110K
$2.53M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
2.63K+ 202.38% |
$50.1K - $65.9K
|
3.93K
$90.2K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.39K+ 24.6% |
$45.6K - $59.9K
|
12.1K
$278K
|
|
|
Jan 23, 2024
Q4 2023
|
Bridges Investment Management Inc
|
BUY
|
- |
2.2K+ 7.34% |
$41.9K - $55.1K
|
32.2K
$738K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.04KNew |
$38.9K - $51.1K
|
2.04K
$46.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.84K+ 19.2% |
$35K - $46K
|
11.4K
$262K
|
|
|
Jan 12, 2024
Q4 2023
|
Clarity Financial LLC
|
BUY
|
- |
1.79K+ 15.84% |
$34K - $44.7K
|
13.1K
$300K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.45K+ 24.04% |
$27.6K - $36.3K
|
7.48K
$172K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
1.37K+ 12.97% |
$26.2K - $34.4K
|
12K
$275K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
1.12K+ 2.73% |
$21.4K - $28.1K
|
42.2K
$969K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.12KNew |
$21.3K - $28K
|
1.12K
$25.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
859+ 2.26% |
$16.4K - $21.5K
|
38.8K
$890K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
731New |
$13.9K - $18.3K
|
731
$16.8K
|