Latest Institutional Transactions on Spdr Dow Jones Reit ETF (RWR)
This table provides information on the latest institutional transactions involving Spdr Dow Jones Reit ETF (RWR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.47KClosed |
$267K - $302K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-400Closed |
$43.2K - $48.8K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-1.7KClosed |
$184K - $208K
|
0
$0
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-400- 57.14% |
$43.2K - $48.8K
|
300
$29.8K
|
|
Q4 2021 | |||||||
Apr 01, 2022
Q4 2021
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
6.25KNew |
$666K - $764K
|
6.25K
$622K
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
108New |
$11.5K - $13.2K
|
108
$10.7K
|
|
Feb 16, 2022
Q4 2021
|
Kessler Investment Group, LLC
|
SELL
|
- |
-5.34KClosed |
$569K - $652K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-100- 11.11% |
$10.7K - $12.2K
|
800
$79.5K
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-20.9KClosed |
$2.23M - $2.55M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
294New |
$31.3K - $35.9K
|
294
$29.2K
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-75Closed |
$8K - $9.16K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
2.82KNew |
$300K - $344K
|
2.82K
$280K
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-625Closed |
$66.6K - $76.4K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-8.7KClosed |
$927K - $1.06M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-701Closed |
$74.7K - $85.6K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-100- 1.1% |
$10.7K - $12.2K
|
9K
$894K
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-209Closed |
$22.3K - $25.5K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-4KClosed |
$426K - $488K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-156Closed |
$16.6K - $19.1K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
794New |
$84.6K - $97K
|
794
$78.9K
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.11KClosed |
$332K - $380K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-23Closed |
$2.45K - $2.81K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-2.57KClosed |
$274K - $314K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-28Closed |
$2.98K - $3.42K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
256New |
$27.3K - $31.3K
|
256
$25.5K
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-11Closed |
$1.17K - $1.34K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-275- 44.35% |
$29.3K - $33.6K
|
345
$34.3K
|
|
Q3 2021 | |||||||
Nov 16, 2021
Q3 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
11New |
$1.16K - $1.26K
|
11
$1.09K
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
53New |
$5.59K - $6.06K
|
53
$5.27K
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-100Closed |
$10.5K - $11.4K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
405New |
$42.7K - $46.3K
|
405
$40.3K
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-526Closed |
$55.5K - $60.2K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-11.2KClosed |
$1.18M - $1.28M
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
6New |
$633 - $686
|
6
$597
|
|
Oct 22, 2021
Q3 2021
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-1KClosed |
$105K - $114K
|
0
$0
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-279Closed |
$29.4K - $31.9K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-22Closed |
$2.32K - $2.52K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
American National Bank
|
BUY
|
- |
50New |
$5.27K - $5.72K
|
50
$4.97K
|
|
Q2 2021 | |||||||
Jan 09, 2024
Q2 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-8.43K- 98.94% |
$813K - $922K
|
90
$8.95K
|
|
Feb 22, 2022
Q2 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
120+ 150.0% |
$11.6K - $13.1K
|
200
$19.9K
|
|
Aug 16, 2021
Q2 2021
|
United Bank
Vienna, VA |
SELL
|
- |
-4.25KClosed |
$410K - $465K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-550Closed |
$53.1K - $60.2K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-3.55KClosed |
$343K - $389K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Congress Asset Management CO
|
SELL
|
- |
-6.08KClosed |
$587K - $665K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-49Closed |
$4.73K - $5.36K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-191Closed |
$18.4K - $20.9K
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
1 St Source Bank
|
SELL
|
- |
-4.86KClosed |
$469K - $532K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-200- 26.08% |
$19.3K - $21.9K
|
567
$56.4K
|
|
Aug 02, 2021
Q2 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-156Closed |
$15K - $17.1K
|
0
$0
|
|
Jul 27, 2021
Q2 2021
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-193Closed |
$18.6K - $21.1K
|
0
$0
|