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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
6+ 0.26% |
$115 - $134
|
2.35K
$54.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
5+ 1.26% |
$95.6 - $112
|
402
$9.31K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
4+ 2.76% |
$76.5 - $89.4
|
149
$3.45K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
2+ 3.03% |
$38.2 - $44.7
|
68
$1.57K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-23- 23.71% |
$440 - $514
|
74
$1.71K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-128- 0.08% |
$2.45K - $2.86K
|
161K
$3.73M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-345- 0.85% |
$6.6K - $7.71K
|
40.1K
$928K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-440- 1.38% |
$8.41K - $9.84K
|
31.5K
$730K
|
|
|
Jul 16, 2025
Q2 2025
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-788- 0.54% |
$15.1K - $17.6K
|
145K
$3.35M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-895- 76.24% |
$17.1K - $20K
|
279
$6.46K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.28K- 11.08% |
$24.4K - $28.5K
|
10.2K
$237K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.25K- 11.36% |
$43K - $50.3K
|
17.6K
$406K
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-3.08K- 9.29% |
$58.9K - $68.8K
|
30.1K
$696K
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-3.7K- 12.94% |
$70.7K - $82.7K
|
24.9K
$576K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-3.9K- 17.35% |
$74.6K - $87.2K
|
18.6K
$430K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.45K- 28.38% |
$85K - $99.5K
|
11.2K
$260K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.57K- 7.77% |
$87.3K - $102K
|
54.2K
$1.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.81K- 1.44% |
$91.9K - $108K
|
328K
$7.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-4.83K- 25.57% |
$92.3K - $108K
|
14.1K
$326K
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-5.14K- 9.36% |
$98.3K - $115K
|
49.8K
$1.15M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-7.25K- 22.69% |
$139K - $162K
|
24.7K
$572K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-7.28K- 3.45% |
$139K - $163K
|
203K
$4.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-9.17K- 14.25% |
$175K - $205K
|
55.2K
$1.28M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-9.35K- 14.63% |
$179K - $209K
|
54.6K
$1.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-10.1K- 32.59% |
$193K - $225K
|
20.9K
$483K
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-14.6K- 57.15% |
$279K - $327K
|
11K
$253K
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-14.6K- 57.15% |
$279K - $327K
|
11K
$253K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-23.2K- 41.32% |
$444K - $519K
|
33K
$763K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-27K- 8.33% |
$515K - $603K
|
297K
$6.87M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-31K- 43.96% |
$593K - $693K
|
39.5K
$915K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-34.4K- 64.64% |
$657K - $768K
|
18.8K
$435K
|
|
|
Jul 18, 2025
Q2 2025
|
Clarity Financial LLC
|
SELL
|
- |
-99.9K- 40.8% |
$1.91M - $2.23M
|
145K
$3.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-113K- 52.35% |
$2.17M - $2.54M
|
103K
$2.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-131K- 77.53% |
$2.5M - $2.92M
|
37.9K
$877K
|