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 |
---|---|---|---|---|---|---|---|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-250Closed |
$8.74K - $9.34K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
91New |
$3.18K - $3.4K
|
91
$2.12K
|
|
Oct 19, 2021
Q3 2021
|
Segment Wealth Management, LLC
|
SELL
|
- |
-212KClosed |
$7.39M - $7.9M
|
0
$0
|
|
Q2 2021 | |||||||
Aug 17, 2021
Q2 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-5.77K- 99.72% |
$200K - $224K
|
16
$372
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
23.9KNew |
$828K - $931K
|
23.9K
$557K
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
7New |
$242 - $272
|
7
$163
|
|
Aug 13, 2021
Q2 2021
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-51.7KClosed |
$1.79M - $2.01M
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Q Pula Trading Management LP
New York, NY |
SELL
|
- |
-11.9KClosed |
$413K - $464K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.86KClosed |
$133K - $150K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-91.5KClosed |
$3.16M - $3.56M
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-589Closed |
$20.4K - $22.9K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-5.71KClosed |
$197K - $222K
|
0
$0
|
|
Jul 27, 2021
Q2 2021
|
Regions Financial Corp
|
SELL
|
- |
-7.5KClosed |
$259K - $292K
|
0
$0
|
|
Jul 27, 2021
Q2 2021
|
Monument Capital Management
|
SELL
|
- |
-19.7KClosed |
$682K - $767K
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-7.77KClosed |
$269K - $302K
|
0
$0
|
|
Jul 12, 2021
Q2 2021
|
Gradient Investments LLC
|
SELL
|
- |
-260Closed |
$8.99K - $10.1K
|
0
$0
|
|
Jul 08, 2021
Q2 2021
|
Canton Hathaway, LLC
|
SELL
|
- |
-46Closed |
$1.59K - $1.79K
|
0
$0
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.18KClosed |
$36.4K - $42.9K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-275Closed |
$8.48K - $9.98K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Assetmark, Inc
|
SELL
|
- |
-100Closed |
$3.08K - $3.63K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-30KClosed |
$925K - $1.09M
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-14.4KClosed |
$443K - $521K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.3KNew |
$40.1K - $47.2K
|
1.3K
$30.3K
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-659Closed |
$20.3K - $23.9K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-500Closed |
$15.4K - $18.1K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-11.2KClosed |
$346K - $407K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-25Closed |
$771 - $907
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-108Closed |
$3.33K - $3.92K
|
0
$0
|
|
Apr 22, 2021
Q1 2021
|
Smh Capital Advisors Inc
|
SELL
|
- |
-17KClosed |
$524K - $617K
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
Telemus Capital, LLC
|
SELL
|
- |
-19KClosed |
$586K - $689K
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
Lion Street Advisors, LLC
|
SELL
|
- |
-161KClosed |
$4.98M - $5.86M
|
0
$0
|
|
Apr 12, 2021
Q1 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-50Closed |
$1.54K - $1.81K
|
0
$0
|
|
Apr 09, 2021
Q1 2021
|
First Hawaiian Bank
|
SELL
|
- |
-41.5KClosed |
$1.28M - $1.5M
|
0
$0
|
|
Apr 09, 2021
Q1 2021
|
Edge Wealth Management LLC
|
SELL
|
- |
-45Closed |
$1.39K - $1.63K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 16, 2021
Q4 2020
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-13.5KClosed |
$342K - $430K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
14New |
$354 - $446
|
14
$326
|
|
Feb 11, 2021
Q4 2020
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-8.82KClosed |
$223K - $281K
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-450Closed |
$11.4K - $14.3K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Glassman Wealth Services
|
SELL
|
- |
-1KClosed |
$25.3K - $31.9K
|
0
$0
|
|
Feb 01, 2021
Q4 2020
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-43Closed |
$1.09K - $1.37K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-2.31KClosed |
$58.4K - $73.5K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 16, 2021
Q3 2020
|
Retirement Group, LLC
|
SELL
|
- |
-2.4K- 98.72% |
$55.7K - $65.5K
|
31
$721
|
|
Nov 13, 2020
Q3 2020
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-154- 63.9% |
$3.58K - $4.21K
|
87
$2.02K
|
|
Nov 12, 2020
Q3 2020
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-23KClosed |
$534K - $627K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-19.4KClosed |
$452K - $531K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-500Closed |
$11.6K - $13.7K
|
0
$0
|
|
Nov 03, 2020
Q3 2020
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-8.75KClosed |
$203K - $239K
|
0
$0
|
|
Oct 13, 2020
Q3 2020
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-8.43KClosed |
$196K - $230K
|
0
$0
|
|
Oct 13, 2020
Q3 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-17Closed |
$395 - $465
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1+ 0.02% |
$14.5 - $29.1
|
4.07K
$94.7K
|