Latest Institutional Transactions on Fidelity Covington Tr Msci Rea (FREL)
This table provides information on the latest institutional transactions involving Fidelity Covington Tr Msci Rea (FREL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-570- 4.18% |
$13.8K - $15.7K
|
13.1K
$364K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
34+ 0.05% |
$822 - $939
|
68.7K
$1.91M
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
844+ 0.74% |
$20.4K - $23.3K
|
116K
$3.22M
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
24.8K+ 11.87% |
$600K - $685K
|
234K
$6.52M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-92- 1.2% |
$2.22K - $2.54K
|
7.56K
$211K
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
SELL
|
- |
-137- 1.38% |
$3.31K - $3.78K
|
9.76K
$272K
|
|
|
Jul 21, 2025
Q2 2025
|
Life Planning Partners, Inc
|
SELL
|
- |
-598- 1.39% |
$14.5K - $16.5K
|
42.3K
$1.18M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.45K- 28.84% |
$83.4K - $95.3K
|
8.52K
$237K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
8+ 19.05% |
$193 - $221
|
50
$1.39K
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.12K- 2.87% |
$75.5K - $86.2K
|
106K
$2.95M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
8.71KNew |
$211K - $241K
|
8.71K
$243K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-6.33K- 1.52% |
$153K - $175K
|
410K
$11.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
65+ 0.39% |
$1.57K - $1.79K
|
16.6K
$464K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2+ 100.0% |
$48.4 - $55.2
|
4
$112
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.72K+ 2.79% |
$41.5K - $47.4K
|
63.1K
$1.76M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
SELL
|
- |
-5.02K- 39.83% |
$121K - $139K
|
7.58K
$211K
|
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
SELL
|
- |
-175- 1.44% |
$4.23K - $4.83K
|
12K
$334K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-17- 6.37% |
$411 - $469
|
250
$6.97K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-172- 11.98% |
$4.16K - $4.75K
|
1.26K
$35.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-29.6K- 78.43% |
$715K - $816K
|
8.13K
$227K
|
|
|
Jul 11, 2025
Q2 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-2.08K- 3.67% |
$50.3K - $57.4K
|
54.6K
$1.52M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-34- 7.73% |
$822 - $939
|
406
$11.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.18K+ 2.92% |
$28.5K - $32.5K
|
41.4K
$1.15M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-8.65K- 4.69% |
$209K - $239K
|
175K
$4.89M
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-1.63K- 3.64% |
$39.5K - $45.1K
|
43.2K
$1.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.4K+ 2.73% |
$155K - $177K
|
241K
$6.72M
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-366- 2.96% |
$8.85K - $10.1K
|
12K
$334K
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
SELL
|
- |
-453- 0.73% |
$11K - $12.5K
|
61.8K
$1.72M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 1.02% |
$48.4 - $55.2
|
198
$5.52K
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
40KNew |
$967K - $1.1M
|
40K
$1.11M
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
BUY
|
- |
26K+ 18.38% |
$629K - $718K
|
167K
$4.67M
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-12.4K- 90.6% |
$321K - $353K
|
1.28K
$35.7K
|
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
166New |
$4.31K - $4.75K
|
166
$4.63K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.9K- 9.7% |
$231K - $255K
|
82.9K
$2.31M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-54.4K- 4.51% |
$1.41M - $1.56M
|
1.15M
$32.2M
|
|
|
May 15, 2025
Q1 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-754- 2.26% |
$19.6K - $21.6K
|
32.6K
$908K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
11.8K+ 3.64% |
$308K - $339K
|
337K
$9.41M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
19.9K+ 14.4% |
$517K - $569K
|
158K
$4.41M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-8.32K- 22.74% |
$216K - $238K
|
28.3K
$788K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
6.49K+ 4.37% |
$169K - $185K
|
155K
$4.32M
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.34K+ 7.46% |
$34.8K - $38.3K
|
19.3K
$538K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.36K- 99.92% |
$217K - $239K
|
7
$195
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.18K- 4.71% |
$56.7K - $62.4K
|
44.1K
$1.23M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1K- 62.5% |
$26K - $28.6K
|
600
$16.7K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1+ 1.02% |
$26 - $28.6
|
99
$2.76K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.89K- 3.07% |
$205K - $226K
|
249K
$6.94M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-35.3K- 74.0% |
$917K - $1.01M
|
12.4K
$346K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-4.52K- 4.99% |
$117K - $129K
|
86.1K
$2.4M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.58K- 14.22% |
$67K - $73.7K
|
15.6K
$434K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.9K- 10.02% |
$49.5K - $54.4K
|
17.1K
$477K
|
|