Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
26+ 0.72% |
$552 - $619
|
3.66K
$78.7K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
17+ 0.11% |
$361 - $405
|
15.8K
$339K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
9+ 5.77% |
$191 - $214
|
165
$3.55K
|
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1+ 0.01% |
$21.2 - $23.8
|
13.7K
$296K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1+ 0.14% |
$21.2 - $23.8
|
715
$15.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
SELL
|
- |
-35- 1.46% |
$743 - $833
|
2.36K
$50.7K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-71- 0.16% |
$1.51K - $1.69K
|
44K
$948K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-80- 22.35% |
$1.7K - $1.9K
|
278
$5.99K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-88- 0.71% |
$1.87K - $2.09K
|
12.4K
$267K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-100- 8.93% |
$2.12K - $2.38K
|
1.02K
$22K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-168- 27.45% |
$3.57K - $4K
|
444
$9.56K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-230- 1.82% |
$4.88K - $5.47K
|
12.4K
$268K
|
|
|
May 07, 2024
Q1 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-420- 33.87% |
$8.92K - $10K
|
820
$17.7K
|
|
|
May 13, 2024
Q1 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-567- 5.05% |
$12K - $13.5K
|
10.7K
$230K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-650- 3.43% |
$13.8K - $15.5K
|
18.3K
$394K
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-821- 8.27% |
$17.4K - $19.5K
|
9.11K
$196K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-854- 2.02% |
$18.1K - $20.3K
|
41.4K
$892K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-894- 3.56% |
$19K - $21.3K
|
24.2K
$521K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.12K- 9.23% |
$23.7K - $26.6K
|
11K
$237K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.25K- 4.49% |
$26.5K - $29.8K
|
26.6K
$573K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.3K- 1.82% |
$27.6K - $31K
|
70.4K
$1.52M
|
|
|
Apr 19, 2024
Q1 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-1.31K- 3.72% |
$27.8K - $31.1K
|
33.9K
$730K
|
|
|
Apr 15, 2024
Q1 2024
|
Clarity Financial LLC
|
SELL
|
- |
-1.36K- 10.45% |
$29K - $32.5K
|
11.7K
$252K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.73K- 3.93% |
$36.7K - $41.1K
|
42.2K
$908K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.86K- 11.04% |
$39.5K - $44.3K
|
15K
$323K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.02K- 88.53% |
$42.9K - $48.1K
|
262
$5.64K
|
|
|
May 10, 2024
Q1 2024
|
Seaview Investment Managers LLC
|
SELL
|
- |
-2.74K- 20.6% |
$58.2K - $65.3K
|
10.6K
$228K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-2.83K- 6.56% |
$60K - $67.2K
|
40.3K
$867K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-3.3K- 8.06% |
$70.1K - $78.5K
|
37.6K
$810K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-4.82K- 43.35% |
$102K - $115K
|
6.3K
$136K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.93K- 8.69% |
$105K - $117K
|
51.7K
$1.11M
|
|
|
May 13, 2024
Q1 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-6.16K- 25.82% |
$131K - $147K
|
17.7K
$382K
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-7.8K- 19.52% |
$166K - $186K
|
32.2K
$693K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-7.87K- 95.92% |
$167K - $187K
|
335
$7.22K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-9.19K- 10.07% |
$195K - $219K
|
82.1K
$1.77M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.69K- 2.26% |
$206K - $231K
|
418K
$9.01M
|
|
|
May 13, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-10K- 28.57% |
$212K - $238K
|
25K
$539K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-12.3K- 7.85% |
$262K - $293K
|
145K
$3.12M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-19.9K- 43.34% |
$422K - $473K
|
26K
$560K
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-22.6K- 29.82% |
$480K - $538K
|
53.2K
$1.15M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-42K- 60.02% |
$892K - $1M
|
28K
$603K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-49.6K- 7.11% |
$1.05M - $1.18M
|
649K
$14M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-59K- 99.61% |
$1.25M - $1.4M
|
231
$4.98K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-69K- 22.31% |
$1.47M - $1.64M
|
240K
$5.18M
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-73.8K- 56.43% |
$1.57M - $1.76M
|
57K
$1.23M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-89.1K- 39.97% |
$1.89M - $2.12M
|
134K
$2.88M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-110K- 78.72% |
$2.34M - $2.63M
|
29.8K
$642K
|
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-156K- 96.6% |
$3.32M - $3.72M
|
5.49K
$118K
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-217K- 87.67% |
$4.61M - $5.17M
|
30.5K
$658K
|