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
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
544+ 320.0% |
$10.4K - $13.6K
|
714
$16.4K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
400New |
$7.62K - $10K
|
400
$9.18K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
250New |
$4.76K - $6.26K
|
250
$5.74K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
119New |
$2.27K - $2.98K
|
119
$2.73K
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
69+ 2.97% |
$1.31K - $1.73K
|
2.39K
$54.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
29+ 22.66% |
$552 - $726
|
157
$3.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
6+ 0.99% |
$114 - $150
|
612
$14K
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
6+ 0.04% |
$114 - $150
|
13.7K
$315K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-27Closed |
$514 - $676
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Harvest Investment Services, LLC
|
SELL
|
- |
-81- 0.72% |
$1.54K - $2.03K
|
11.2K
$258K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-100- 23.53% |
$1.91K - $2.5K
|
325
$7.46K
|
|
|
Jan 29, 2024
Q4 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-150- 1.59% |
$2.86K - $3.75K
|
9.27K
$213K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-225- 38.59% |
$4.29K - $5.63K
|
358
$8.22K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-250- 1.45% |
$4.76K - $6.26K
|
17K
$389K
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-289- 2.01% |
$5.51K - $7.23K
|
14.1K
$323K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-392- 3.05% |
$7.47K - $9.81K
|
12.5K
$286K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-404- 10.02% |
$7.7K - $10.1K
|
3.63K
$83.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-419- 15.5% |
$7.98K - $10.5K
|
2.28K
$52.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-564- 5.38% |
$10.7K - $14.1K
|
9.93K
$228K
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-837- 2.32% |
$15.9K - $21K
|
35.2K
$808K
|
|
|
Feb 14, 2024
Q4 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-1.07K- 6.35% |
$20.4K - $26.8K
|
15.8K
$362K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.34K- 8.2% |
$25.6K - $33.6K
|
15K
$345K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.35K- 2.97% |
$25.7K - $33.8K
|
44.1K
$1.01M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.44K- 4.01% |
$27.4K - $36K
|
34.5K
$791K
|
|
|
Jan 26, 2024
Q4 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.46K- 5.76% |
$27.8K - $36.5K
|
23.9K
$548K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.5K- 6.76% |
$28.6K - $37.5K
|
20.7K
$474K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.97K- 9.43% |
$37.5K - $49.3K
|
18.9K
$435K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.48K- 4.62% |
$66.2K - $87K
|
71.7K
$1.65M
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-4.52K- 26.67% |
$86.2K - $113K
|
12.4K
$285K
|
|
|
Feb 05, 2024
Q4 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-4.94K- 2.59% |
$94K - $124K
|
185K
$4.25M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-5.29K- 10.94% |
$101K - $132K
|
43.1K
$989K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.23K- 9.91% |
$119K - $156K
|
56.7K
$1.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-7.26K- 46.94% |
$138K - $182K
|
8.2K
$188K
|
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-8.68K- 49.34% |
$165K - $217K
|
8.91K
$205K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-9.28K- 35.51% |
$177K - $232K
|
16.8K
$387K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-10K- 97.92% |
$191K - $250K
|
212
$4.87K
|
|
|
Feb 07, 2024
Q4 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-10.2K- 5.49% |
$194K - $255K
|
175K
$4.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-10.3K- 2.36% |
$197K - $259K
|
428K
$9.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-10.6K- 27.34% |
$201K - $265K
|
28.1K
$645K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-10.8K- 19.03% |
$205K - $270K
|
45.9K
$1.05M
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-21.9K- 35.4% |
$417K - $548K
|
40K
$917K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-26.5K- 14.46% |
$506K - $664K
|
157K
$3.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-36.6K- 34.99% |
$697K - $916K
|
68K
$1.56M
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-37.2K- 76.97% |
$708K - $930K
|
11.1K
$255K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-61.6K- 44.51% |
$1.17M - $1.54M
|
76.8K
$1.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-69.7K- 66.9% |
$1.33M - $1.74M
|
34.5K
$791K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-83.2K- 21.2% |
$1.58M - $2.08M
|
309K
$7.1M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-83.3K- 6.94% |
$1.59M - $2.08M
|
1.12M
$25.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-96K- 70.11% |
$1.83M - $2.4M
|
40.9K
$939K
|