Purchases and Sales Made in Q1 2023 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 2023. 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 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
95+ 0.6% |
$1.9K - $2.57K
|
16K
$345K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
41+ 0.4% |
$820 - $1.11K
|
10.4K
$224K
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
BUY
|
- |
20+ 10.81% |
$400 - $541
|
205
$4.42K
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
BUY
|
- |
7+ 0.31% |
$140 - $189
|
2.3K
$49.5K
|
|
|
May 03, 2023
Q1 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
2+ 0.01% |
$40 - $54.1
|
17.8K
$383K
|
|
|
Apr 05, 2023
Q1 2023
|
Bts Asset Management, Inc.
|
BUY
|
- |
1+ 0.01% |
$20 - $27.1
|
11.4K
$246K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-104- 2.98% |
$2.08K - $2.81K
|
3.39K
$73K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-161- 0.55% |
$3.22K - $4.36K
|
29.2K
$629K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-342- 68.67% |
$6.84K - $9.25K
|
156
$3.36K
|
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-514- 2.74% |
$10.3K - $13.9K
|
18.3K
$394K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-693- 0.36% |
$13.9K - $18.7K
|
190K
$4.08M
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-742- 0.5% |
$14.8K - $20.1K
|
146K
$3.15M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-797- 5.81% |
$15.9K - $21.6K
|
12.9K
$278K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.01K- 2.25% |
$20.3K - $27.4K
|
43.9K
$946K
|
|
|
May 11, 2023
Q1 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-1.12K- 24.88% |
$22.3K - $30.2K
|
3.37K
$72.5K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.15K- 3.77% |
$22.9K - $31K
|
29.2K
$629K
|
|
|
May 15, 2023
Q1 2023
|
Harvest Investment Services, LLC
|
SELL
|
- |
-1.17K- 8.79% |
$23.4K - $31.6K
|
12.1K
$261K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1.22K- 97.84% |
$24.5K - $33.1K
|
27
$582
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.3K- 2.65% |
$26.1K - $35.2K
|
47.9K
$1.03M
|
|
|
Apr 04, 2023
Q1 2023
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-1.54K- 10.32% |
$30.7K - $41.5K
|
13.4K
$288K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.73K- 2.43% |
$34.5K - $46.7K
|
69.3K
$1.49M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.75K- 22.69% |
$35K - $47.3K
|
5.96K
$128K
|
|
|
May 04, 2023
Q1 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.84K- 5.96% |
$36.9K - $49.9K
|
29.1K
$627K
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisors Inc
|
SELL
|
- |
-2.13K- 2.09% |
$42.6K - $57.6K
|
99.8K
$2.15M
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-4.07K- 4.71% |
$81.5K - $110K
|
82.5K
$1.78M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.2K- 4.96% |
$104K - $141K
|
99.7K
$2.15M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.2K- 29.89% |
$104K - $141K
|
12.2K
$263K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.37K- 18.17% |
$107K - $145K
|
24.2K
$521K
|
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-8.08K- 31.03% |
$162K - $219K
|
18K
$387K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-9.01K- 45.83% |
$180K - $244K
|
10.7K
$229K
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-10.9KClosed |
$218K - $295K
|
0
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-11.1K- 12.94% |
$223K - $301K
|
75K
$1.61M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-12.4K- 2.21% |
$249K - $336K
|
550K
$11.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-13.2K- 34.37% |
$264K - $357K
|
25.2K
$544K
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-18.3K- 2.98% |
$365K - $494K
|
595K
$12.8M
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-33.3K- 24.81% |
$667K - $902K
|
101K
$2.18M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-51.7K- 20.96% |
$1.04M - $1.4M
|
195K
$4.2M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-58.1K- 17.83% |
$1.16M - $1.57M
|
268K
$5.76M
|
|
|
May 15, 2023
Q1 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-81.1K- 17.35% |
$1.62M - $2.19M
|
386K
$8.32M
|
|
|
May 15, 2023
Q1 2023
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-86.8K- 57.64% |
$1.74M - $2.35M
|
63.8K
$1.37M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-111K- 10.04% |
$2.23M - $3.01M
|
997K
$21.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-117K- 85.45% |
$2.35M - $3.18M
|
20K
$431K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-148K- 94.22% |
$2.96M - $4.01M
|
9.09K
$196K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-518K- 39.32% |
$10.4M - $14M
|
799K
$17.2M
|