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 |
---|---|---|---|---|---|---|---|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.28K- 10.52% |
$41.9K - $49.3K
|
10.9K
$252K
|
|
Feb 15, 2022
Q4 2021
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-1.3K- 39.39% |
$42.5K - $49.9K
|
2K
$46.1K
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.38K- 14.28% |
$45.1K - $52.9K
|
8.28K
$191K
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-1.62KClosed |
$53K - $62.3K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.72K- 10.01% |
$56.3K - $66.1K
|
15.5K
$357K
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.83KClosed |
$59.8K - $70.2K
|
0
$0
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-2.22K- 12.57% |
$72.5K - $85.2K
|
15.4K
$356K
|
|
Feb 02, 2022
Q4 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-2.39K- 17.83% |
$78K - $91.7K
|
11K
$254K
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.87K- 3.94% |
$93.9K - $110K
|
70K
$1.62M
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-2.9K- 5.94% |
$94.8K - $111K
|
46K
$1.06M
|
|
Feb 04, 2022
Q4 2021
|
Bank Hapoalim Bm
|
SELL
|
- |
-3.2K- 24.79% |
$105K - $123K
|
9.72K
$224K
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.23K- 4.24% |
$106K - $124K
|
73.1K
$1.69M
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.74K- 4.41% |
$122K - $143K
|
81.1K
$1.87M
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.89K- 84.75% |
$127K - $149K
|
700
$16.1K
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.1K- 11.38% |
$134K - $157K
|
31.9K
$737K
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.57KClosed |
$182K - $214K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.69K- 90.84% |
$186K - $219K
|
574
$13.2K
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-5.73K- 5.91% |
$187K - $220K
|
91.2K
$2.1M
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-5.79K- 20.36% |
$189K - $222K
|
22.7K
$523K
|
|
Feb 11, 2022
Q4 2021
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-6.06K- 42.2% |
$198K - $233K
|
8.3K
$192K
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-6.15KClosed |
$201K - $236K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-6.33KClosed |
$207K - $243K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-6.45KClosed |
$211K - $248K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-6.53K- 14.68% |
$213K - $251K
|
37.9K
$875K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-6.84KClosed |
$223K - $262K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.35K- 12.85% |
$240K - $282K
|
49.8K
$1.15M
|
|
Feb 02, 2022
Q4 2021
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-7.45KClosed |
$243K - $286K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Alethea Capital Management, LLC
San Diego, CA |
SELL
|
- |
-8.04KClosed |
$263K - $308K
|
0
$0
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-8.15K- 6.79% |
$266K - $313K
|
112K
$2.58M
|
|
Feb 25, 2022
Q4 2021
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-8.81K- 68.41% |
$288K - $338K
|
4.07K
$93.9K
|
|
Jan 27, 2022
Q4 2021
|
Nkcfo LLC
|
SELL
|
- |
-9KClosed |
$294K - $345K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9.14K- 0.71% |
$299K - $351K
|
1.27M
$29.4M
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-9.23KClosed |
$301K - $354K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-10.1KClosed |
$330K - $387K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-10.4KClosed |
$339K - $398K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-10.7KClosed |
$349K - $410K
|
0
$0
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-10.9K- 17.36% |
$357K - $419K
|
52K
$1.2M
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-12.5K- 4.28% |
$409K - $481K
|
280K
$6.46M
|
|
Feb 14, 2022
Q4 2021
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-12.9KClosed |
$420K - $494K
|
0
$0
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
SELL
|
- |
-13.6K- 36.64% |
$444K - $522K
|
23.5K
$542K
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-14.4K- 19.32% |
$471K - $554K
|
60.2K
$1.39M
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-15.9K- 8.37% |
$519K - $609K
|
174K
$4.01M
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-16.4K- 57.75% |
$535K - $628K
|
12K
$276K
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-16.5KClosed |
$538K - $631K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-18K- 6.47% |
$590K - $693K
|
261K
$6.01M
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-22.8KClosed |
$746K - $877K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-23.1KClosed |
$754K - $885K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-23.4K- 67.97% |
$765K - $898K
|
11K
$254K
|
|
Feb 02, 2022
Q4 2021
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-24.9K- 38.12% |
$812K - $954K
|
40.3K
$931K
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-28.2KClosed |
$921K - $1.08M
|
0
$0
|