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 |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.01K+ 12.51% |
$40.1K - $51.2K
|
18K
$416K
|
|
Feb 10, 2023
Q4 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.52K+ 6.21% |
$30.4K - $38.9K
|
26K
$601K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.39K+ 66.21% |
$27.8K - $35.5K
|
3.49K
$80.6K
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
1.24KNew |
$24.8K - $31.6K
|
1.24K
$28.6K
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.22K+ 17.44% |
$24.3K - $31K
|
8.18K
$189K
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.09KNew |
$21.7K - $27.7K
|
1.09K
$25.1K
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
689+ 0.66% |
$13.8K - $17.6K
|
105K
$2.43M
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
BUY
|
- |
592+ 4.44% |
$11.8K - $15.1K
|
13.9K
$321K
|
|
Feb 14, 2023
Q4 2022
|
Harvest Investment Services, LLC
|
BUY
|
- |
526+ 4.12% |
$10.5K - $13.4K
|
13.3K
$307K
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
350+ 236.49% |
$6.99K - $8.93K
|
498
$11.5K
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
320New |
$6.39K - $8.16K
|
320
$7.38K
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
250New |
$4.99K - $6.38K
|
250
$5.77K
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
236+ 9.73% |
$4.71K - $6.02K
|
2.66K
$61.4K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
210+ 1.08% |
$4.19K - $5.36K
|
19.7K
$454K
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
195+ 0.66% |
$3.89K - $4.97K
|
29.5K
$682K
|
|
Feb 08, 2023
Q4 2022
|
Seaview Investment Managers LLC
|
BUY
|
- |
133+ 1.37% |
$2.65K - $3.39K
|
9.87K
$228K
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
56New |
$1.12K - $1.43K
|
56
$1.29K
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
35+ 0.35% |
$699 - $893
|
10.2K
$234K
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
35+ 23.33% |
$699 - $893
|
185
$4.27K
|
|
Feb 24, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
- |
5New |
$99.8 - $128
|
5
$115
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 3.57% |
$20 - $25.5
|
29
$669
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 10, 2023
Q4 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-80- 1.75% |
$1.6K - $2.04K
|
4.48K
$103K
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-113- 1.08% |
$2.26K - $2.88K
|
10.3K
$239K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-158- 1.56% |
$3.15K - $4.03K
|
9.96K
$230K
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-165- 0.54% |
$3.29K - $4.21K
|
30.4K
$700K
|
|
Jan 26, 2023
Q4 2022
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-208- 0.67% |
$4.15K - $5.31K
|
30.9K
$714K
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-313- 0.69% |
$6.25K - $7.98K
|
45.2K
$1.04M
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-375- 39.98% |
$7.49K - $9.57K
|
563
$13K
|
|
Jan 26, 2023
Q4 2022
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-452- 2.48% |
$9.02K - $11.5K
|
17.8K
$411K
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-501- 4.68% |
$10K - $12.8K
|
10.2K
$236K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-504- 10.25% |
$10.1K - $12.9K
|
4.41K
$102K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.02K- 59.25% |
$20.3K - $25.9K
|
698
$16.1K
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.58K- 16.28% |
$31.4K - $40.2K
|
8.1K
$187K
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-1.62K- 3.48% |
$32.4K - $41.4K
|
44.9K
$1.04M
|
|
Feb 13, 2023
Q4 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.98K- 15.89% |
$39.5K - $50.5K
|
10.5K
$242K
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.16K- 2.95% |
$43.1K - $55.1K
|
71K
$1.64M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.05K- 18.19% |
$60.9K - $77.9K
|
13.7K
$317K
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-3.52K- 2.55% |
$70.2K - $89.7K
|
134K
$3.1M
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.7K- 12.57% |
$73.9K - $94.4K
|
25.7K
$593K
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-4.29K- 4.72% |
$85.5K - $109K
|
86.6K
$2M
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.03K- 14.63% |
$100K - $128K
|
29.4K
$677K
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-8.22K- 8.71% |
$164K - $210K
|
86.1K
$1.99M
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-10.1K- 3.93% |
$201K - $257K
|
247K
$5.69M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-14.9K- 46.14% |
$298K - $380K
|
17.4K
$402K
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-23.2K- 32.41% |
$463K - $592K
|
48.4K
$1.12M
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-25.2K- 44.37% |
$503K - $643K
|
31.6K
$729K
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-30.3K- 34.51% |
$604K - $772K
|
57.5K
$1.33M
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-30.3K- 34.51% |
$604K - $772K
|
57.5K
$1.33M
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-32.5K- 39.78% |
$648K - $829K
|
49.2K
$1.13M
|