Purchases and Sales Made in Q2 2025 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 Q2 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
316K+ 25.04% |
$6.04M - $7.06M
|
1.58M
$36.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
149KNew |
$2.85M - $3.33M
|
149K
$3.45M
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
113K+ 388.95% |
$2.16M - $2.53M
|
142K
$3.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
61.4K+ 85.26% |
$1.17M - $1.37M
|
133K
$3.09M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
51.6K+ 15.74% |
$987K - $1.15M
|
380K
$8.79M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
46.4K+ 8.37% |
$887K - $1.04M
|
600K
$13.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
39.5KNew |
$755K - $883K
|
39.5K
$914K
|
|
|
Aug 14, 2025
Q2 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
34.9K+ 11766.33% |
$668K - $781K
|
35.2K
$816K
|
|
|
Aug 12, 2025
Q2 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
33.2K+ 25.91% |
$635K - $743K
|
161K
$3.74M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
25.2KNew |
$481K - $563K
|
25.2K
$583K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantessence Capital LLC
New York, NY |
BUY
|
- |
23.5KNew |
$449K - $525K
|
23.5K
$543K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
22.5K+ 15.01% |
$429K - $502K
|
172K
$3.98M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.5K+ 10.84% |
$410K - $480K
|
220K
$5.08M
|
|
|
Jul 28, 2025
Q2 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
18.5K+ 38.99% |
$354K - $414K
|
66K
$1.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
18.3K+ 6.03% |
$350K - $409K
|
322K
$7.45M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
16.1K+ 100.46% |
$309K - $361K
|
32.2K
$746K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
15.1KNew |
$289K - $338K
|
15.1K
$350K
|
|
|
Aug 14, 2025
Q2 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
14.2K+ 14.54% |
$272K - $318K
|
112K
$2.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.9KNew |
$208K - $243K
|
10.9K
$252K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9.68K+ 1.88% |
$185K - $216K
|
524K
$12.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
9.57KNew |
$183K - $214K
|
9.57K
$221K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8.07K+ 10.51% |
$154K - $181K
|
84.9K
$1.96M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.34K+ 39.77% |
$121K - $142K
|
22.3K
$516K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.36K+ 17.69% |
$103K - $120K
|
35.7K
$826K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.15K+ 4.73% |
$98.5K - $115K
|
114K
$2.64M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.75K+ 19.63% |
$90.9K - $106K
|
29K
$671K
|
|
|
Aug 14, 2025
Q2 2025
|
Robinson Capital Management, LLC
|
BUY
|
- |
4.58K+ 18.45% |
$87.6K - $102K
|
29.4K
$681K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
4.24KNew |
$81.1K - $94.8K
|
4.24K
$98.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
3.61K+ 5.77% |
$69K - $80.7K
|
66.2K
$1.53M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.23K+ 0.44% |
$61.8K - $72.2K
|
742K
$17.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.06K+ 13.01% |
$58.5K - $68.4K
|
26.6K
$615K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.97K+ 12.2% |
$37.6K - $44K
|
18.1K
$419K
|
|
|
Jul 31, 2025
Q2 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
1.74K+ 5.88% |
$33.2K - $38.9K
|
31.3K
$724K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
1.65K+ 12.48% |
$31.6K - $36.9K
|
14.9K
$344K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.08K+ 239.56% |
$20.6K - $24.1K
|
1.53K
$35.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
900New |
$17.2K - $20.1K
|
900
$20.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
847+ 3.97% |
$16.2K - $18.9K
|
22.2K
$514K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
840+ 2.94% |
$16.1K - $18.8K
|
29.4K
$681K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
608+ 347.43% |
$11.6K - $13.6K
|
783
$18.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
444+ 2.97% |
$8.49K - $9.93K
|
15.4K
$356K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
350+ 1.05% |
$6.69K - $7.83K
|
33.8K
$781K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
269New |
$5.14K - $6.01K
|
269
$6.23K
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
256+ 1.78% |
$4.89K - $5.72K
|
14.6K
$339K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
116+ 0.93% |
$2.22K - $2.59K
|
12.6K
$293K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
113+ 1.1% |
$2.16K - $2.53K
|
10.3K
$239K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
73+ 48.67% |
$1.4K - $1.63K
|
223
$5.16K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
60+ 0.33% |
$1.15K - $1.34K
|
18.5K
$428K
|
|
|
Aug 13, 2025
Q2 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
54+ 0.16% |
$1.03K - $1.21K
|
33.8K
$783K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
37+ 0.07% |
$707 - $827
|
51.8K
$1.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
23New |
$440 - $514
|
23
$532
|