Latest Institutional Transactions on Ishares Tr Mtg Real Estate ETF (REM)
This table provides information on the latest institutional transactions involving Ishares Tr Mtg Real Estate ETF (REM) 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 |
---|---|---|---|---|---|---|---|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
10K+ 70.48% |
$209K - $237K
|
24.2K
$516K
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
40.4K+ 70.59% |
$843K - $958K
|
97.8K
$2.08M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
226+ 10.69% |
$4.71K - $5.35K
|
2.34K
$49.8K
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
2.29KNew |
$47.6K - $54.2K
|
2.29K
$48.7K
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-150- 0.31% |
$3.12K - $3.55K
|
47.5K
$1.01M
|
|
Apr 30, 2025
Q1 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
2.9K+ 2.03% |
$60.4K - $68.7K
|
146K
$3.1M
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-6.23K- 21.7% |
$130K - $148K
|
22.5K
$479K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
75.4K+ 15.74% |
$1.57M - $1.79M
|
554K
$11.8M
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1+ 0.37% |
$20.8 - $23.7
|
268
$5.71K
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-500- 2.46% |
$10.4K - $11.8K
|
19.8K
$422K
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
14.9KNew |
$311K - $354K
|
14.9K
$318K
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-2.22K- 6.99% |
$46.3K - $52.6K
|
29.5K
$629K
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-145- 50.0% |
$3.02K - $3.44K
|
145
$3.09K
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.6K+ 5.93% |
$33.3K - $37.9K
|
28.6K
$609K
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
9.33K+ 4.63% |
$194K - $221K
|
211K
$4.49M
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-3.05K- 8.28% |
$63.5K - $72.2K
|
33.7K
$719K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.41K- 3.37% |
$29.4K - $33.4K
|
40.4K
$861K
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.2K+ 18.94% |
$234K - $266K
|
70.5K
$1.5M
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
397New |
$8.27K - $9.4K
|
397
$8.45K
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-224- 33.23% |
$4.67K - $5.31K
|
450
$9.58K
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-282- 0.84% |
$5.87K - $6.68K
|
33.4K
$711K
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-11.1K- 19.8% |
$231K - $262K
|
44.9K
$955K
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-7K- 70.71% |
$146K - $166K
|
2.9K
$61.7K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
11.2K+ 102000.0% |
$234K - $266K
|
11.2K
$239K
|
|
Q4 2024 | |||||||
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-2.54K- 11.57% |
$53.3K - $59.7K
|
19.4K
$413K
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
16+ 3.96% |
$336 - $376
|
420
$8.94K
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
9.1K+ 5.76% |
$191K - $214K
|
167K
$3.56M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-15.3K- 15.96% |
$322K - $361K
|
80.8K
$1.72M
|
|
Feb 14, 2025
Q4 2024
|
Man Group PLC
London, X0 |
SELL
|
- |
-29.3K- 13.39% |
$615K - $689K
|
190K
$4.03M
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
508+ 1.33% |
$10.7K - $11.9K
|
38.8K
$825K
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
64.2K+ 44.91% |
$1.35M - $1.51M
|
207K
$4.41M
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
90K+ 43.29% |
$1.89M - $2.12M
|
298K
$6.34M
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.29K+ 4.6% |
$48K - $53.8K
|
52K
$1.11M
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-2.34K- 13.54% |
$49.1K - $55K
|
14.9K
$318K
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
639+ 3.71% |
$13.4K - $15K
|
17.9K
$380K
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-104K- 17.02% |
$2.19M - $2.46M
|
509K
$10.8M
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-513K- 40.36% |
$10.8M - $12.1M
|
759K
$16.2M
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-2.55K- 20.68% |
$53.6K - $60K
|
9.79K
$208K
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
2.05KNew |
$43K - $48.1K
|
2.05K
$43.6K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
69.5K+ 48.91% |
$1.46M - $1.63M
|
212K
$4.5M
|
|
Feb 14, 2025
Q4 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
9.79KNew |
$206K - $230K
|
9.79K
$208K
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.97K- 7.1% |
$209K - $234K
|
130K
$2.78M
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
132K+ 45.22% |
$2.77M - $3.1M
|
423K
$9.01M
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
2.6K+ 27.08% |
$54.6K - $61.2K
|
12.2K
$260K
|
|
Feb 14, 2025
Q4 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
17.4KNew |
$366K - $410K
|
17.4K
$371K
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-9.93K- 23.91% |
$209K - $234K
|
31.6K
$673K
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-11.3K- 29.94% |
$237K - $265K
|
26.4K
$562K
|
|
Feb 14, 2025
Q4 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
23.3KNew |
$490K - $548K
|
23.3K
$496K
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
140+ 0.88% |
$2.94K - $3.29K
|
16.1K
$342K
|
|
Feb 14, 2025
Q4 2024
|
Bayview Asset Management, LLC
Coral Gables, FL |
BUY
|
PUT |
7.5K+ 11.54% |
$158K - $176K
|
72.5K
$1.54M
|