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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-175Closed |
$4.2K - $5.76K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-493- 64.78% |
$11.8K - $16.2K
|
268
$6.15K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
53+ 22.36% |
$1.27K - $1.74K
|
290
$6.66K
|
|
|
Jul 28, 2022
Q2 2022
|
West End Advisors, LLC
|
SELL
|
- |
-148Closed |
$3.55K - $4.87K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-2.5K- 9.38% |
$60K - $82.3K
|
24.2K
$554K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
500New |
$12K - $16.5K
|
500
$11.5K
|
|
|
Jul 19, 2022
Q2 2022
|
Sym Financial Corp
|
BUY
|
- |
220New |
$5.28K - $7.24K
|
220
$5.05K
|
|
|
Jul 15, 2022
Q2 2022
|
Activest Wealth Management
|
BUY
|
- |
348New |
$8.35K - $11.5K
|
348
$7.99K
|
|
|
Jul 15, 2022
Q2 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-75Closed |
$1.8K - $2.47K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-17.8KClosed |
$427K - $586K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Rockland Trust CO
|
SELL
|
- |
-12.7KClosed |
$305K - $418K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-283Closed |
$6.79K - $9.31K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
4+ 3.51% |
$96 - $132
|
118
$2.71K
|
|
|
Jul 08, 2022
Q2 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-8.43KClosed |
$202K - $277K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Old Port Advisors
|
SELL
|
- |
-7.02K- 45.19% |
$169K - $231K
|
8.52K
$195K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2KClosed |
$48K - $65.8K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-36Closed |
$864 - $1.18K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-159Closed |
$4.92K - $5.61K
|
0
$0
|
|
|
May 19, 2022
Q1 2022
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-7.45KClosed |
$230K - $263K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
PUT |
-700- 9.09% |
$21.6K - $24.7K
|
7K
$161K
|
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-53Closed |
$1.64K - $1.87K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
120KNew |
$3.72M - $4.24M
|
120K
$2.76M
|
|
|
May 13, 2022
Q1 2022
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-16.7KClosed |
$515K - $588K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
262New |
$8.1K - $9.25K
|
262
$6.01K
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-4.69KClosed |
$145K - $166K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-8.14KClosed |
$252K - $287K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-8.28KClosed |
$256K - $292K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-12.7KClosed |
$394K - $450K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
10KNew |
$309K - $353K
|
10K
$230K
|
|
|
May 11, 2022
Q1 2022
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-2KClosed |
$61.8K - $70.6K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-12.8KClosed |
$395K - $451K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-14- 0.17% |
$433 - $494
|
8.29K
$190K
|
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-11KClosed |
$341K - $389K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-9.63KClosed |
$298K - $340K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
6.45KNew |
$200K - $228K
|
6.45K
$148K
|
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-89- 23.24% |
$2.75K - $3.14K
|
294
$6.75K
|
|
|
Apr 28, 2022
Q1 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-9.72KClosed |
$301K - $343K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.17KClosed |
$36.1K - $41.2K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-2KClosed |
$61.8K - $70.6K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-560Closed |
$17.3K - $19.8K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
372New |
$11.5K - $13.1K
|
372
$8.54K
|
|
| Q4 2021 | |||||||
|
Mar 22, 2022
Q4 2021
|
Ascendant Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-64KClosed |
$2.09M - $2.46M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-22.8KClosed |
$746K - $877K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-271Closed |
$8.85K - $10.4K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Alethea Capital Management, LLC
San Diego, CA |
SELL
|
- |
-8.04KClosed |
$263K - $308K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-6.84KClosed |
$223K - $262K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
2.45K+ 42.65% |
$80.1K - $94.1K
|
8.2K
$188K
|
|
|
Feb 11, 2022
Q4 2021
|
Donoghue Forlines LLC
|
SELL
|
- |
-85.6KClosed |
$2.8M - $3.28M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-10.7KClosed |
$349K - $410K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.89K- 84.75% |
$127K - $149K
|
700
$16.1K
|
|