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 31, 2025
Q2 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-23.1K- 20.15% |
$558K - $637K
|
91.4K
$2.58M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-355K- 39.99% |
$8.58M - $9.8M
|
533K
$15M
|
|
|
Jul 31, 2025
Q2 2025
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
2.86K+ 1.53% |
$69.2K - $79K
|
189K
$5.35M
|
|
|
Jul 30, 2025
Q2 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
1.77K+ 11.65% |
$42.8K - $48.9K
|
17K
$479K
|
|
|
Jul 30, 2025
Q2 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
783+ 0.14% |
$18.9K - $21.6K
|
567K
$16M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.71K- 74.27% |
$41.4K - $47.3K
|
593
$16.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-731- 5.08% |
$17.7K - $20.2K
|
13.7K
$386K
|
|
|
Jul 30, 2025
Q2 2025
|
Citizens & Northern Corp
|
BUY
|
- |
29.6K+ 3.75% |
$717K - $818K
|
820K
$23.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
2.85K+ 2.41% |
$68.8K - $78.6K
|
121K
$3.41M
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
439New |
$10.6K - $12.1K
|
439
$12.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-2.42K- 4.8% |
$58.6K - $66.9K
|
48.1K
$1.36M
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.02K+ 11.55% |
$24.8K - $28.3K
|
9.89K
$279K
|
|
|
Jul 29, 2025
Q2 2025
|
Demars Financial Group, LLC
|
SELL
|
- |
-319K- 96.98% |
$7.71M - $8.8M
|
9.94K
$281K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-26- 4.51% |
$629 - $718
|
550
$15.5K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-76- 52.05% |
$1.84K - $2.1K
|
70
$1.98K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
30+ 0.99% |
$725 - $828
|
3.07K
$86.8K
|
|
|
Jul 28, 2025
Q2 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-501- 3.15% |
$12.1K - $13.8K
|
15.4K
$435K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 1.09% |
$24.2 - $27.6
|
93
$2.63K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.31K+ 0.96% |
$31.6K - $36.1K
|
137K
$3.87M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
1.71K+ 21.07% |
$41.4K - $47.3K
|
9.84K
$278K
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
2.46K+ 3.54% |
$59.4K - $67.8K
|
71.8K
$2.03M
|
|
|
Jul 25, 2025
Q2 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
17.3K+ 3.85% |
$419K - $479K
|
467K
$13.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.54K+ 13.24% |
$158K - $180K
|
55.9K
$1.58M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
8+ 0.95% |
$193 - $221
|
854
$24.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
131+ 0.51% |
$3.17K - $3.62K
|
25.7K
$725K
|
|
|
Jul 24, 2025
Q2 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
7.73KNew |
$187K - $213K
|
7.73K
$218K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-99- 2.95% |
$2.39K - $2.73K
|
3.26K
$92K
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
7.74KNew |
$187K - $214K
|
7.74K
$219K
|
|
|
Jul 24, 2025
Q2 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
38+ 0.43% |
$919 - $1.05K
|
8.85K
$250K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-4.35K- 33.43% |
$105K - $120K
|
8.67K
$245K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-570- 4.18% |
$13.8K - $15.7K
|
13.1K
$369K
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
844+ 0.74% |
$20.4K - $23.3K
|
116K
$3.26M
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
34+ 0.05% |
$822 - $939
|
68.7K
$1.94M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
SELL
|
- |
-137- 1.38% |
$3.31K - $3.78K
|
9.76K
$276K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-92- 1.2% |
$2.22K - $2.54K
|
7.56K
$214K
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
24.8K+ 11.87% |
$600K - $685K
|
234K
$6.61M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.45K- 28.84% |
$83.4K - $95.3K
|
8.52K
$241K
|
|
|
Jul 21, 2025
Q2 2025
|
Life Planning Partners, Inc
|
SELL
|
- |
-598- 1.39% |
$14.5K - $16.5K
|
42.3K
$1.19M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-6.33K- 1.52% |
$153K - $175K
|
410K
$11.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
8+ 19.05% |
$193 - $221
|
50
$1.41K
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.12K- 2.87% |
$75.5K - $86.2K
|
106K
$2.99M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
8.71KNew |
$211K - $241K
|
8.71K
$246K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2+ 100.0% |
$48.4 - $55.2
|
4
$113
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
65+ 0.39% |
$1.57K - $1.79K
|
16.6K
$470K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.72K+ 2.79% |
$41.5K - $47.4K
|
63.1K
$1.78M
|
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
SELL
|
- |
-175- 1.44% |
$4.23K - $4.83K
|
12K
$338K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
SELL
|
- |
-5.02K- 39.83% |
$121K - $139K
|
7.58K
$214K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-29.6K- 78.43% |
$715K - $816K
|
8.13K
$230K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-17- 6.37% |
$411 - $469
|
250
$7.06K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-172- 11.98% |
$4.16K - $4.75K
|
1.26K
$35.7K
|