Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2022
Q4 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
105K+ 7.84% |
$3.44M - $4.04M
|
1.45M
$31.2M
|
|
|
Jan 18, 2022
Q4 2021
|
David J Yvars Group
|
BUY
|
- |
100KNew |
$3.27M - $3.84M
|
100K
$2.15M
|
|
|
Feb 14, 2022
Q4 2021
|
Hrt Financial LP
New York, NY |
BUY
|
- |
78.6KNew |
$2.57M - $3.02M
|
78.6K
$1.69M
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
78.1K+ 2.45% |
$2.55M - $3M
|
3.26M
$70.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Man Group PLC
London, X0 |
BUY
|
- |
56.2K+ 63.24% |
$1.84M - $2.16M
|
145K
$3.12M
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
51.2K+ 6671.61% |
$1.67M - $1.97M
|
52K
$1.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
32.9K+ 55.77% |
$1.08M - $1.26M
|
92K
$1.98M
|
|
|
Feb 14, 2022
Q4 2021
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
26.9KNew |
$880K - $1.03M
|
26.9K
$580K
|
|
|
Feb 15, 2022
Q4 2021
|
Flaharty Asset Management, LLC
|
BUY
|
- |
24.7K+ 5.58% |
$808K - $949K
|
468K
$10.1M
|
|
|
Feb 04, 2022
Q4 2021
|
Seaview Investment Managers LLC
|
BUY
|
- |
21.3K+ 335.96% |
$695K - $816K
|
27.6K
$594K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
19.6K+ 35.36% |
$641K - $753K
|
75.1K
$1.62M
|
|
|
Feb 07, 2022
Q4 2021
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
19.6KNew |
$639K - $751K
|
19.6K
$421K
|
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
BUY
|
- |
16K+ 345.47% |
$522K - $613K
|
20.6K
$444K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
12.5KNew |
$408K - $480K
|
12.5K
$269K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
12.4K+ 20.76% |
$404K - $474K
|
71.9K
$1.55M
|
|
|
Feb 11, 2022
Q4 2021
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
11.9K+ 253.03% |
$390K - $458K
|
16.7K
$359K
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.5K+ 41.0% |
$342K - $402K
|
36K
$775K
|
|
|
Feb 03, 2022
Q4 2021
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
7.45KNew |
$243K - $286K
|
7.45K
$160K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.28K+ 73.91% |
$238K - $280K
|
17.1K
$369K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
6.66KNew |
$217K - $255K
|
6.66K
$143K
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.44KNew |
$210K - $247K
|
6.44K
$139K
|
|
|
Feb 08, 2022
Q4 2021
|
Fwl Investment Management, LLC
|
BUY
|
- |
6.35KNew |
$207K - $244K
|
6.35K
$137K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
4.69KNew |
$153K - $180K
|
4.69K
$101K
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.36K+ 11.1% |
$143K - $167K
|
43.7K
$941K
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
4.13K+ 118.73% |
$135K - $158K
|
7.6K
$164K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.74K+ 3.44% |
$122K - $144K
|
113K
$2.43M
|
|
|
Jan 31, 2022
Q4 2021
|
Harvest Investment Services, LLC
|
BUY
|
- |
3.17K+ 42.28% |
$103K - $121K
|
10.7K
$229K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.95K+ 5.55% |
$96.4K - $113K
|
56.2K
$1.21M
|
|
|
Feb 03, 2022
Q4 2021
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
2.77K+ 10.49% |
$90.6K - $106K
|
29.2K
$629K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
2.59KNew |
$84.5K - $99.2K
|
2.59K
$55.7K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.52K+ 63.22% |
$82.3K - $96.7K
|
6.51K
$140K
|
|
|
Feb 11, 2022
Q4 2021
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
2.45K+ 42.65% |
$80.1K - $94.1K
|
8.2K
$177K
|
|
|
Feb 11, 2022
Q4 2021
|
Independent Advisor Alliance
|
BUY
|
- |
2.03K+ 26.63% |
$66.2K - $77.7K
|
9.63K
$207K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
2KNew |
$65.3K - $76.8K
|
2K
$43.1K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.84K+ 7.23% |
$59.9K - $70.4K
|
27.2K
$586K
|
|
|
Jan 28, 2022
Q4 2021
|
Proffitt & Goodson Inc
|
BUY
|
- |
1.63K+ 41.49% |
$53.3K - $62.6K
|
5.56K
$120K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.28K+ 15.63% |
$41.7K - $49K
|
9.44K
$203K
|
|
|
Feb 10, 2022
Q4 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
1.21K+ 10.42% |
$39.4K - $46.3K
|
12.8K
$275K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.17KNew |
$38.2K - $44.8K
|
1.17K
$25.2K
|
|
|
Feb 04, 2022
Q4 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
1.1K+ 7.04% |
$35.8K - $42K
|
16.7K
$359K
|
|
|
Feb 04, 2022
Q4 2021
|
Ntv Asset Management LLC
|
BUY
|
- |
1K+ 3.54% |
$32.7K - $38.4K
|
29.3K
$630K
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
934+ 0.93% |
$30.5K - $35.8K
|
102K
$2.19M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
885+ 3.52% |
$28.9K - $34K
|
26K
$561K
|
|
|
Feb 04, 2022
Q4 2021
|
Morling Financial Advisors, LLC
|
BUY
|
- |
758New |
$24.8K - $29.1K
|
758
$16.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
728+ 0.38% |
$23.8K - $27.9K
|
193K
$4.15M
|
|
|
Feb 02, 2022
Q4 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
625New |
$20.4K - $24K
|
625
$13.5K
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
560New |
$18.3K - $21.5K
|
560
$12.1K
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
550New |
$18K - $21.1K
|
550
$11.8K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
457+ 2538.89% |
$14.9K - $17.5K
|
475
$10.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
443+ 4.05% |
$14.5K - $17K
|
11.4K
$245K
|