Purchases and Sales Made in Q4 2024 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 2024. 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 23, 2025
Q4 2024
|
Clarity Financial LLC
|
BUY
|
- |
99.7K+ 90.97% |
$2.09M - $2.34M
|
209K
$4.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
57.2K+ 135.57% |
$1.2M - $1.35M
|
99.4K
$2.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.78K+ 12.92% |
$142K - $160K
|
59.3K
$1.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
1.24K+ 0.88% |
$26.1K - $29.2K
|
143K
$3.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-31- 24.41% |
$651 - $729
|
96
$2.09K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-557- 4.2% |
$11.7K - $13.1K
|
12.7K
$277K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-3K- 23.26% |
$63K - $70.6K
|
9.9K
$216K
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-3.23K- 8.07% |
$67.9K - $76K
|
36.8K
$803K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-3.38K- 10.54% |
$71.1K - $79.6K
|
28.7K
$626K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.46K- 11.68% |
$93.6K - $105K
|
33.7K
$735K
|
|
|
Jan 13, 2025
Q4 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-6.57K- 3.66% |
$138K - $154K
|
173K
$3.77M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-9.6K- 34.94% |
$202K - $226K
|
17.9K
$390K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-11.8K- 99.91% |
$247K - $277K
|
11
$240
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-13K- 18.9% |
$274K - $307K
|
55.9K
$1.22M
|