Purchases and Sales Made in Q1 2022 in Ishares Tr Mtg Real Estate ETF (REM)
This table provides information about the institutional ownership of Ishares Tr Mtg Real Estate ETF (REM) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES TR MTG REAL ESTATE ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 11, 2022
Q1 2022
|
Clear Street Markets LLC
|
BUY
|
- |
400New |
$12.4K - $14.1K
|
400
$9.23K
|
|
Apr 13, 2022
Q1 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
372New |
$11.5K - $13.1K
|
372
$8.58K
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
262New |
$8.1K - $9.25K
|
262
$6.04K
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
189New |
$5.84K - $6.67K
|
189
$4.36K
|
|
May 12, 2022
Q1 2022
|
Archer Investment Corp
|
BUY
|
- |
143New |
$4.42K - $5.05K
|
143
$3.3K
|
|
May 16, 2022
Q1 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
52+ 0.46% |
$1.61K - $1.84K
|
11.4K
$264K
|
|
Apr 13, 2022
Q1 2022
|
Investors Research Corp
|
BUY
|
- |
38+ 165.22% |
$1.17K - $1.34K
|
61
$1.41K
|
|
Apr 04, 2022
Q1 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
36New |
$1.11K - $1.27K
|
36
$831
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
34+ 0.38% |
$1.05K - $1.2K
|
9K
$208K
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
32New |
$989 - $1.13K
|
32
$738
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
28+ 0.46% |
$866 - $989
|
6.08K
$140K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
27+ 4.7% |
$835 - $953
|
601
$13.9K
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
9+ 0.14% |
$278 - $318
|
6.66K
$154K
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
6+ 4.23% |
$186 - $212
|
148
$3.41K
|
|
May 06, 2022
Q1 2022
|
Morling Financial Advisors, LLC
|
BUY
|
- |
3+ 0.4% |
$92.8 - $106
|
761
$17.6K
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
1+ 0.44% |
$30.9 - $35.3
|
229
$5.28K
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1+ 0.42% |
$30.9 - $35.3
|
237
$5.47K
|
|
May 10, 2022
Q1 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-14- 0.17% |
$433 - $494
|
8.29K
$191K
|
|
Apr 28, 2022
Q1 2022
|
Element Wealth, LLC
|
SELL
|
- |
-26- 1.17% |
$804 - $918
|
2.2K
$50.7K
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-28- 0.43% |
$866 - $989
|
6.41K
$148K
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-53Closed |
$1.64K - $1.87K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-77- 1.07% |
$2.38K - $2.72K
|
7.09K
$164K
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-89- 23.24% |
$2.75K - $3.14K
|
294
$6.78K
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-145- 1.33% |
$4.48K - $5.12K
|
10.8K
$249K
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-150- 46.15% |
$4.64K - $5.3K
|
175
$4.04K
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-159Closed |
$4.92K - $5.61K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-194- 1.02% |
$6K - $6.85K
|
18.8K
$434K
|
|
Jun 01, 2022
Q1 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-250- 8.82% |
$7.73K - $8.83K
|
2.59K
$59.6K
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-284- 2.71% |
$8.78K - $10K
|
10.2K
$236K
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-311- 53.99% |
$9.62K - $11K
|
265
$6.11K
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-320- 2.68% |
$9.89K - $11.3K
|
11.6K
$268K
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-445- 4.75% |
$13.8K - $15.7K
|
8.91K
$206K
|
|
May 05, 2022
Q1 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-517- 0.83% |
$16K - $18.3K
|
61.6K
$1.42M
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-560Closed |
$17.3K - $19.8K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-600- 20.0% |
$18.6K - $21.2K
|
2.4K
$55.4K
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-724- 4.68% |
$22.4K - $25.6K
|
14.8K
$340K
|
|
May 16, 2022
Q1 2022
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-760- 3.45% |
$23.5K - $26.8K
|
21.2K
$490K
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-1.04K- 2.25% |
$32K - $36.6K
|
44.9K
$1.04M
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.17KClosed |
$36.1K - $41.2K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.28K- 3.99% |
$39.5K - $45.1K
|
30.7K
$708K
|
|
Apr 21, 2022
Q1 2022
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-2KClosed |
$61.8K - $70.6K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-2KClosed |
$61.8K - $70.6K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.4K- 0.83% |
$74.1K - $84.6K
|
288K
$6.64M
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.49K- 14.51% |
$76.9K - $87.8K
|
14.7K
$338K
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.52K- 4.49% |
$78K - $89.1K
|
53.7K
$1.24M
|
|
May 06, 2022
Q1 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-2.6K- 8.89% |
$80.4K - $91.8K
|
26.7K
$615K
|
|
May 06, 2022
Q1 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-2.64K- 23.98% |
$81.6K - $93.2K
|
8.36K
$193K
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
SELL
|
- |
-3.07K- 2.2% |
$95K - $109K
|
137K
$3.15M
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-3.92K- 2.25% |
$121K - $138K
|
170K
$3.92M
|
|
Apr 18, 2022
Q1 2022
|
Rockland Trust CO
|
SELL
|
- |
-4.15K- 24.61% |
$128K - $146K
|
12.7K
$293K
|