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 |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
503+ 3.13% |
$11K - $12.4K
|
16.6K
$381K
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.24K+ 6.32% |
$27.2K - $30.7K
|
20.9K
$480K
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-16.8K- 1.99% |
$368K - $416K
|
830K
$19M
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
201New |
$4.4K - $4.97K
|
201
$4.61K
|
|
Nov 08, 2024
Q3 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
2.06K+ 20.59% |
$45K - $50.8K
|
12K
$276K
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.06K+ 14.9% |
$88.9K - $100K
|
31.3K
$719K
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
3.21K+ 33.0% |
$70.2K - $79.3K
|
12.9K
$297K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
8.97KNew |
$197K - $222K
|
8.97K
$206K
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.2KNew |
$223K - $252K
|
10.2K
$234K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.45K- 3.25% |
$141K - $160K
|
192K
$4.4M
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
137New |
$3K - $3.39K
|
137
$3.14K
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-7.95K- 36.15% |
$174K - $197K
|
14K
$322K
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
8.54K+ 25.39% |
$187K - $211K
|
42.2K
$968K
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
7.16K+ 23.49% |
$157K - $177K
|
37.7K
$864K
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
76+ 0.48% |
$1.66K - $1.88K
|
15.9K
$365K
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-6.45K- 7.95% |
$141K - $160K
|
74.7K
$1.71M
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
16.3K+ 24.2% |
$357K - $403K
|
83.7K
$1.92M
|
|
Nov 07, 2024
Q3 2024
|
Robinson Capital Management, LLC
|
BUY
|
- |
19.8KNew |
$434K - $491K
|
19.8K
$455K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
20.5K+ 4.72% |
$448K - $506K
|
454K
$10.4M
|
|
Nov 06, 2024
Q3 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
12.7K+ 12.62% |
$278K - $314K
|
113K
$2.6M
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
520New |
$11.4K - $12.9K
|
520
$11.9K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.14K+ 3.04% |
$46.8K - $52.8K
|
72.4K
$1.66M
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-339- 0.88% |
$7.42K - $8.38K
|
38.1K
$875K
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
38.3KNew |
$838K - $946K
|
38.3K
$878K
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
1.45K+ 10.8% |
$31.8K - $35.9K
|
14.9K
$342K
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-226- 2.4% |
$4.95K - $5.59K
|
9.19K
$211K
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
95.6K+ 680.8% |
$2.09M - $2.36M
|
110K
$2.52M
|
|
Oct 30, 2024
Q3 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
745+ 5.25% |
$16.3K - $18.4K
|
14.9K
$343K
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.13K+ 10.84% |
$112K - $127K
|
52.5K
$1.2M
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-907- 50.84% |
$19.9K - $22.4K
|
877
$20.1K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
547+ 1.31% |
$12K - $13.5K
|
42.3K
$970K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.21KNew |
$26.5K - $29.9K
|
1.21K
$27.8K
|
|
Oct 24, 2024
Q3 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
1.11K+ 0.79% |
$24.4K - $27.5K
|
141K
$3.25M
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
150New |
$3.29K - $3.71K
|
150
$3.44K
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-1.04K- 6.43% |
$22.8K - $25.7K
|
15.2K
$348K
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.4% |
$21.9 - $24.7
|
252
$5.78K
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
25+ 2.31% |
$548 - $618
|
1.11K
$25.5K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
28.9K+ 144.79% |
$633K - $715K
|
48.9K
$1.12M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
50.6K+ 78.48% |
$1.11M - $1.25M
|
115K
$2.64M
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1.5KNew |
$32.9K - $37.1K
|
1.5K
$34.4K
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
3.3K+ 25.78% |
$72.3K - $81.6K
|
16.1K
$369K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-248- 1.43% |
$5.43K - $6.13K
|
17.2K
$394K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
64.2K+ 408.79% |
$1.41M - $1.59M
|
80K
$1.84M
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-578- 0.83% |
$12.7K - $14.3K
|
69K
$1.58M
|
|
Oct 17, 2024
Q3 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
40KNew |
$877K - $990K
|
40K
$919K
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
9+ 2.28% |
$197 - $223
|
404
$9.27K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 0.67% |
$65.7 - $74.2
|
451
$10.4K
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.39K+ 25.35% |
$52.2K - $59K
|
11.8K
$271K
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.08K+ 0.94% |
$45.6K - $51.5K
|
223K
$5.11M
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
589New |
$12.9K - $14.6K
|
589
$13.5K
|