Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Jan 25, 2023
Q4 2022
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
493KNew |
$9.83M - $12.6M
|
493K
$11.4M
|
|
Feb 14, 2023
Q4 2022
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
467KNew |
$9.33M - $11.9M
|
467K
$10.8M
|
|
Feb 14, 2023
Q4 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
388K+ 1931.81% |
$7.75M - $9.9M
|
408K
$9.42M
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
344K+ 35.39% |
$6.87M - $8.78M
|
1.32M
$30.4M
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
327K+ 114.23% |
$6.52M - $8.34M
|
613K
$14.1M
|
|
Feb 14, 2023
Q4 2022
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
151KNew |
$3.01M - $3.84M
|
151K
$3.47M
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
147K+ 35.41% |
$2.94M - $3.75M
|
563K
$13M
|
|
Feb 14, 2023
Q4 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
137KNew |
$2.74M - $3.51M
|
137K
$3.17M
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
118K+ 301.39% |
$2.36M - $3.01M
|
157K
$3.63M
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
114K+ 595.52% |
$2.29M - $2.92M
|
134K
$3.08M
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
114K+ 595.52% |
$2.29M - $2.92M
|
134K
$3.08M
|
|
Jan 17, 2023
Q4 2022
|
Capital Advisors Inc
|
BUY
|
- |
102KNew |
$2.03M - $2.6M
|
102K
$2.35M
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
87.8KNew |
$1.75M - $2.24M
|
87.8K
$2.03M
|
|
Jan 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
65.6KNew |
$1.31M - $1.67M
|
65.6K
$1.51M
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
54.5K+ 308.25% |
$1.09M - $1.39M
|
72.2K
$1.67M
|
|
Jan 25, 2023
Q4 2022
|
Barry Investment Advisors, LLC
|
BUY
|
- |
50.1KNew |
$1M - $1.28M
|
50.1K
$1.16M
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
49.2K+ 88.41% |
$983K - $1.26M
|
105K
$2.42M
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
45.8KNew |
$914K - $1.17M
|
45.8K
$1.06M
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
44.2K+ 4.15% |
$881K - $1.13M
|
1.11M
$25.6M
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
41.5KNew |
$828K - $1.06M
|
41.5K
$957K
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
36.6K+ 2614.29% |
$731K - $934K
|
38K
$877K
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
27KNew |
$540K - $690K
|
27K
$624K
|
|
Feb 14, 2023
Q4 2022
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
25.6KNew |
$511K - $653K
|
25.6K
$591K
|
|
Feb 14, 2023
Q4 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
23.9KNew |
$477K - $610K
|
23.9K
$551K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
20.8KNew |
$415K - $531K
|
20.8K
$480K
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
- |
15KNew |
$299K - $383K
|
15K
$346K
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.6K+ 61.3% |
$292K - $373K
|
38.4K
$887K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
14.5K+ 38.44% |
$289K - $369K
|
52.2K
$1.2M
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
14.2K+ 820.5% |
$284K - $363K
|
15.9K
$368K
|
|
Feb 03, 2023
Q4 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
12.9KNew |
$257K - $329K
|
12.9K
$297K
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
11.7K+ 3.74% |
$234K - $299K
|
326K
$7.51M
|
|
Feb 02, 2023
Q4 2022
|
Bts Asset Management, Inc.
|
BUY
|
- |
11.4KNew |
$228K - $291K
|
11.4K
$263K
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
10.9KNew |
$218K - $278K
|
10.9K
$252K
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10.6KNew |
$211K - $269K
|
10.6K
$244K
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
8.57K+ 17.02% |
$171K - $219K
|
58.9K
$1.36M
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
7.71KNew |
$154K - $197K
|
7.71K
$178K
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.06K+ 11.53% |
$141K - $180K
|
68.3K
$1.58M
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
6.51K+ 36.51% |
$130K - $166K
|
24.3K
$561K
|
|
Feb 13, 2023
Q4 2022
|
Clarity Financial LLC
|
BUY
|
- |
6.02K+ 23.02% |
$120K - $154K
|
32.2K
$743K
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.5KNew |
$110K - $140K
|
5.5K
$127K
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.11K+ 1.34% |
$102K - $130K
|
387K
$8.92M
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
3.91KNew |
$78.1K - $99.8K
|
3.91K
$90.2K
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.63K+ 30.92% |
$72.4K - $92.6K
|
15.4K
$354K
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.63K+ 30.92% |
$72.4K - $92.6K
|
15.4K
$354K
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
3.56KNew |
$71K - $90.7K
|
3.56K
$82K
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.18K+ 3.33% |
$63.5K - $81.1K
|
98.8K
$2.28M
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
3.12KNew |
$62.4K - $79.7K
|
3.12K
$72.1K
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.92K+ 9.52% |
$58.3K - $74.6K
|
33.6K
$776K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.35KNew |
$46.9K - $59.9K
|
2.35K
$54.2K
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
BUY
|
- |
2.29KNew |
$45.7K - $58.4K
|
2.29K
$52.8K
|