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
$4.68M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
57.2K+ 135.57% |
$1.2M - $1.35M
|
99.4K
$2.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
14.9KNew |
$312K - $350K
|
14.9K
$333K
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
13.8KNew |
$290K - $324K
|
13.8K
$309K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
10.9K+ 67.7% |
$229K - $256K
|
27K
$604K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10.1KNew |
$212K - $237K
|
10.1K
$226K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.78K+ 12.92% |
$142K - $160K
|
59.3K
$1.33M
|
|
|
Jan 31, 2025
Q4 2024
|
Robinson Capital Management, LLC
|
BUY
|
- |
5K+ 25.21% |
$105K - $118K
|
24.8K
$556K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3.38K+ 6.92% |
$71K - $79.6K
|
52.3K
$1.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
1.24K+ 0.88% |
$26.1K - $29.2K
|
143K
$3.19M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.08K+ 179.6% |
$22.7K - $25.5K
|
1.69K
$37.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
145New |
$3.05K - $3.41K
|
145
$3.24K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
56+ 6.39% |
$1.18K - $1.32K
|
933
$20.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
45+ 4.06% |
$945 - $1.06K
|
1.15K
$25.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-31- 24.41% |
$651 - $729
|
96
$2.15K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-147- 1.22% |
$3.09K - $3.46K
|
11.9K
$266K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-186- 73.81% |
$3.91K - $4.37K
|
66
$1.48K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-251- 0.34% |
$5.27K - $5.9K
|
74.4K
$1.67M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-276- 61.2% |
$5.8K - $6.49K
|
175
$3.91K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-530- 20.05% |
$11.1K - $12.5K
|
2.11K
$47.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-557- 4.2% |
$11.7K - $13.1K
|
12.7K
$284K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-3K- 23.26% |
$63K - $70.6K
|
9.9K
$221K
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-3.23K- 8.07% |
$67.9K - $76K
|
36.8K
$823K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-3.38K- 10.54% |
$71.1K - $79.6K
|
28.7K
$642K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.46K- 11.68% |
$93.6K - $105K
|
33.7K
$754K
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-6.24K- 41.81% |
$131K - $147K
|
8.69K
$194K
|
|
|
Jan 13, 2025
Q4 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-6.57K- 3.66% |
$138K - $154K
|
173K
$3.87M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-9.6K- 34.94% |
$202K - $226K
|
17.9K
$400K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-11.8K- 99.91% |
$247K - $277K
|
11
$246
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-13K- 18.9% |
$274K - $307K
|
55.9K
$1.25M
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-21.4K- 9.59% |
$449K - $503K
|
201K
$4.5M
|