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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
996+ 0.97% |
$25K - $29.8K
|
104K
$2.81M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-932- 9.64% |
$23.4K - $27.9K
|
8.74K
$237K
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
3.29K+ 24.91% |
$82.4K - $98.4K
|
16.5K
$447K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.3KNew |
$57.7K - $69K
|
2.3K
$62.4K
|
|
|
Oct 09, 2024
Q3 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
7.36KNew |
$184K - $220K
|
7.36K
$199K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
13.6K+ 126.97% |
$322K - $352K
|
24.3K
$658K
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-85.9K- 79.43% |
$2.04M - $2.23M
|
22.2K
$603K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.5K+ 5.19% |
$59.3K - $64.9K
|
50.7K
$1.37M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-21.1K- 68.12% |
$501K - $548K
|
9.9K
$268K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
206New |
$4.88K - $5.34K
|
206
$5.58K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-395- 8.6% |
$9.37K - $10.2K
|
4.2K
$114K
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-5.35K- 17.22% |
$127K - $139K
|
25.7K
$697K
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
18+ 0.97% |
$427 - $467
|
1.87K
$50.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1New |
$23.7 - $25.9
|
1
$27.1
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-15.3K- 47.46% |
$363K - $396K
|
16.9K
$459K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-286- 33.18% |
$6.78K - $7.41K
|
576
$15.6K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
597New |
$14.2K - $15.5K
|
597
$16.2K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
1.59KNew |
$37.7K - $41.2K
|
1.59K
$43.1K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-875- 15.63% |
$20.7K - $22.7K
|
4.73K
$128K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-1.23K- 18.52% |
$29K - $31.8K
|
5.39K
$146K
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
199New |
$4.72K - $5.16K
|
199
$5.39K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.77% |
$23.7 - $25.9
|
131
$3.55K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
1+ 0.68% |
$23.7 - $25.9
|
147
$3.99K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
10.9KNew |
$272K - $293K
|
10.9K
$296K
|
|
|
May 15, 2024
Q1 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
11+ 0.14% |
$274 - $296
|
7.86K
$213K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.17K+ 10.97% |
$54.2K - $58.5K
|
22K
$596K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-32.8K- 58.18% |
$816K - $881K
|
23.5K
$638K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.95KNew |
$248K - $268K
|
9.95K
$270K
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
10.6KNew |
$264K - $285K
|
10.6K
$287K
|
|
|
May 13, 2024
Q1 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
507New |
$12.6K - $13.6K
|
507
$13.7K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-780- 49.87% |
$19.4K - $21K
|
784
$21.3K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
718New |
$17.9K - $19.3K
|
718
$19.5K
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
8.69KNew |
$217K - $234K
|
8.69K
$236K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
20.9K+ 61.37% |
$520K - $561K
|
54.9K
$1.49M
|
|
|
Apr 30, 2024
Q1 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-1.23K- 13.56% |
$30.6K - $33K
|
7.83K
$212K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1Closed |
$24.9 - $26.9
|
0
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
9.16KNew |
$228K - $246K
|
9.16K
$248K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.2KNew |
$229K - $247K
|
9.2K
$250K
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
BUY
|
- |
280New |
$6.98K - $7.53K
|
280
$7.59K
|
|
| Q4 2023 | |||||||
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-8.17K- 20.85% |
$175K - $220K
|
31K
$840K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
250New |
$5.34K - $6.74K
|
250
$6.78K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
104New |
$2.22K - $2.8K
|
104
$2.82K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
152New |
$3.25K - $4.1K
|
152
$4.12K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
539New |
$11.5K - $14.5K
|
539
$14.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
986New |
$21.1K - $26.6K
|
986
$26.7K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-300- 14.32% |
$6.41K - $8.09K
|
1.8K
$48.7K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
BUY
|
- |
118New |
$2.52K - $3.18K
|
118
$3.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.66KNew |
$35.6K - $44.9K
|
1.66K
$45.1K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
SELL
|
- |
-50- 50.0% |
$1.07K - $1.35K
|
50
$1.36K
|
|