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 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
173K+ 15.9% |
$3.61M - $4.1M
|
1.26M
$27.3M
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
61New |
$1.27K - $1.45K
|
61
$1.32K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1+ 0.09% |
$20.8 - $23.7
|
1.17K
$25.4K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
48.1K+ 200.93% |
$1M - $1.14M
|
72K
$1.56M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-62K- 29.3% |
$1.29M - $1.47M
|
150K
$3.24M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-1.8K- 9.35% |
$37.5K - $42.6K
|
17.5K
$378K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-5.53K- 23.06% |
$115K - $131K
|
18.4K
$399K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
241KNew |
$5.02M - $5.71M
|
241K
$5.21M
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
29K+ 29.25% |
$605K - $688K
|
128K
$2.78M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-30K- 80.21% |
$624K - $710K
|
7.39K
$160K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-13.4K- 60.37% |
$280K - $319K
|
8.83K
$191K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.51K+ 16.0% |
$31.5K - $35.8K
|
11K
$237K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
594+ 4.31% |
$12.4K - $14.1K
|
14.4K
$311K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-623- 3.82% |
$13K - $14.8K
|
15.7K
$339K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.16K+ 3.0% |
$24.2K - $27.6K
|
39.9K
$864K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.79K+ 3.77% |
$58.1K - $66K
|
76.8K
$1.66M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.5K+ 5.03% |
$198K - $225K
|
198K
$4.29M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-343- 1.02% |
$7.14K - $8.13K
|
33.1K
$717K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-70.3K- 70.75% |
$1.46M - $1.67M
|
29.1K
$629K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.95K+ 41.91% |
$186K - $212K
|
30.3K
$656K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.9K+ 27.54% |
$144K - $163K
|
31.9K
$691K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.72K- 5.66% |
$35.7K - $40.7K
|
28.6K
$619K
|
|
|
May 06, 2025
Q1 2025
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
49.3K+ 74.41% |
$1.03M - $1.17M
|
116K
$2.5M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-10.5K- 14.16% |
$220K - $250K
|
63.9K
$1.38M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
887+ 1.7% |
$18.5K - $21K
|
53.1K
$1.15M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2+ 0.48% |
$41.7 - $47.4
|
422
$9.13K
|
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
114KNew |
$2.36M - $2.69M
|
114K
$2.46M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
44.3K+ 372.14% |
$922K - $1.05M
|
56.2K
$1.22M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
9.83K+ 583.21% |
$205K - $233K
|
11.5K
$249K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
3.12K+ 5.25% |
$65K - $73.9K
|
62.6K
$1.35M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
10K+ 70.48% |
$209K - $237K
|
24.2K
$524K
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
40.4K+ 70.59% |
$843K - $958K
|
97.8K
$2.12M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
226+ 10.69% |
$4.71K - $5.35K
|
2.34K
$50.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-150- 0.31% |
$3.12K - $3.55K
|
47.5K
$1.03M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
2.29KNew |
$47.6K - $54.2K
|
2.29K
$49.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
2.9K+ 2.03% |
$60.4K - $68.7K
|
146K
$3.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1+ 0.37% |
$20.8 - $23.7
|
268
$5.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
75.4K+ 15.74% |
$1.57M - $1.79M
|
554K
$12M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-6.23K- 21.7% |
$130K - $148K
|
22.5K
$486K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-500- 2.46% |
$10.4K - $11.8K
|
19.8K
$428K
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-2.22K- 6.99% |
$46.3K - $52.6K
|
29.5K
$639K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-145- 50.0% |
$3.02K - $3.44K
|
145
$3.14K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.6K+ 5.93% |
$33.3K - $37.9K
|
28.6K
$619K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.41K- 3.37% |
$29.4K - $33.4K
|
40.4K
$875K
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-3.05K- 8.28% |
$63.5K - $72.2K
|
33.7K
$730K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.2K+ 18.94% |
$234K - $266K
|
70.5K
$1.53M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-282- 0.84% |
$5.87K - $6.68K
|
33.4K
$723K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-11.1K- 19.8% |
$231K - $262K
|
44.9K
$971K
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-7K- 70.71% |
$146K - $166K
|
2.9K
$62.8K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
11.2K+ 102000.0% |
$234K - $266K
|
11.2K
$243K
|