Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Harvest Investment Services, LLC
|
SELL
|
- |
-62- 0.48% |
$1.3K - $1.9K
|
12.8K
$293K
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-114- 0.33% |
$2.39K - $3.5K
|
34.4K
$789K
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-136- 1.79% |
$2.85K - $4.17K
|
7.47K
$171K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-236- 8.87% |
$4.94K - $7.24K
|
2.43K
$55.7K
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-268- 13.4% |
$5.61K - $8.22K
|
1.73K
$39.7K
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-376- 2.07% |
$7.87K - $11.5K
|
17.8K
$409K
|
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
SELL
|
- |
-476- 44.11% |
$9.97K - $14.6K
|
603
$13.8K
|
|
|
Oct 13, 2022
Q3 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-560- 3.63% |
$11.7K - $17.2K
|
14.9K
$342K
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-1K- 8.75% |
$21K - $30.8K
|
10.5K
$240K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.25K- 15.22% |
$26.2K - $38.4K
|
6.97K
$160K
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.39K- 5.52% |
$29.1K - $42.7K
|
23.8K
$547K
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.51K- 23.49% |
$31.6K - $46.3K
|
4.92K
$113K
|
|
|
Oct 24, 2022
Q3 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-1.54KClosed |
$32.1K - $47.1K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.02K- 1.88% |
$42.4K - $62.1K
|
106K
$2.42M
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.2K- 4.97% |
$67.1K - $98.3K
|
61.2K
$1.4M
|
|
|
Nov 08, 2022
Q3 2022
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-4.07KClosed |
$85.2K - $125K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.18K- 3.83% |
$87.4K - $128K
|
105K
$2.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.56K- 21.36% |
$95.4K - $140K
|
16.8K
$385K
|
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-8.74K- 8.78% |
$183K - $268K
|
90.9K
$2.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.77K- 33.15% |
$184K - $269K
|
17.7K
$406K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-12K- 23.48% |
$250K - $367K
|
39K
$894K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14.2K- 20.34% |
$298K - $436K
|
55.7K
$1.28M
|
|
|
Nov 10, 2022
Q3 2022
|
Seaview Investment Managers LLC
|
SELL
|
- |
-19.4K- 66.54% |
$406K - $594K
|
9.74K
$223K
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-20.3K- 6.09% |
$426K - $624K
|
314K
$7.2M
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-22.7K- 14.13% |
$475K - $696K
|
138K
$3.16M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-25.6K- 44.18% |
$535K - $785K
|
32.3K
$742K
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-25.6K- 6.28% |
$536K - $785K
|
382K
$8.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-25.8K- 36.15% |
$540K - $791K
|
45.5K
$1.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-28.3K- 2.59% |
$593K - $869K
|
1.06M
$24.4M
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-30.8K- 24.63% |
$645K - $946K
|
94.3K
$2.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-31K- 49.53% |
$649K - $951K
|
31.6K
$725K
|
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-119K- 86.11% |
$2.5M - $3.66M
|
19.2K
$441K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-156K- 13.85% |
$3.27M - $4.8M
|
973K
$22.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-250K- 86.43% |
$5.23M - $7.66M
|
39.2K
$899K
|