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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
5+ 3.65% |
$105 - $118
|
142
$3.26K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-10- 0.09% |
$210 - $235
|
11.1K
$256K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-31- 24.41% |
$651 - $729
|
96
$2.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-129- 1.12% |
$2.71K - $3.03K
|
11.4K
$261K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-147- 1.22% |
$3.09K - $3.46K
|
11.9K
$273K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-186- 73.81% |
$3.91K - $4.37K
|
66
$1.51K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-191- 26.38% |
$4.01K - $4.49K
|
533
$12.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-251- 0.34% |
$5.27K - $5.9K
|
74.4K
$1.71M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-276- 61.2% |
$5.8K - $6.49K
|
175
$4.02K
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-338- 1.0% |
$7.1K - $7.95K
|
33.5K
$769K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-412- 0.97% |
$8.65K - $9.69K
|
41.9K
$961K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-430- 1.16% |
$9.03K - $10.1K
|
36.7K
$842K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-517- 4.0% |
$10.9K - $12.2K
|
12.4K
$285K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-530- 20.05% |
$11.1K - $12.5K
|
2.11K
$48.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-536- 44.3% |
$11.3K - $12.6K
|
674
$15.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-557- 4.2% |
$11.7K - $13.1K
|
12.7K
$292K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-858- 5.0% |
$18K - $20.2K
|
16.3K
$374K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-931- 5.61% |
$19.6K - $21.9K
|
15.7K
$359K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-1.7K- 1.05% |
$35.8K - $40.1K
|
160K
$3.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.16K- 8.82% |
$45.4K - $50.8K
|
22.3K
$513K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-2.34K- 13.54% |
$49.1K - $55K
|
14.9K
$343K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.38K- 10.01% |
$49.9K - $55.9K
|
21.4K
$490K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-2.54K- 11.57% |
$53.3K - $59.7K
|
19.4K
$445K
|
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-2.55K- 20.68% |
$53.6K - $60K
|
9.79K
$225K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-3K- 23.26% |
$63K - $70.6K
|
9.9K
$227K
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-3.23K- 8.07% |
$67.9K - $76K
|
36.8K
$844K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.29K- 1.71% |
$69.1K - $77.4K
|
189K
$4.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-3.38K- 10.54% |
$71.1K - $79.6K
|
28.7K
$659K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.46K- 11.68% |
$93.6K - $105K
|
33.7K
$773K
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-6.24K- 41.81% |
$131K - $147K
|
8.69K
$199K
|
|
|
Jan 13, 2025
Q4 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-6.57K- 3.66% |
$138K - $154K
|
173K
$3.97M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.51K- 3.76% |
$200K - $224K
|
243K
$5.59M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-9.6K- 34.94% |
$202K - $226K
|
17.9K
$410K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-9.61K- 11.47% |
$202K - $226K
|
74.1K
$1.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-9.93K- 23.91% |
$209K - $234K
|
31.6K
$725K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.97K- 7.1% |
$209K - $234K
|
130K
$2.99M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-10.8K- 53.36% |
$227K - $254K
|
9.45K
$217K
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-11.3K- 29.94% |
$237K - $265K
|
26.4K
$605K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-11.8K- 99.91% |
$247K - $277K
|
11
$252
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-12.1K- 33.53% |
$254K - $284K
|
24K
$550K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-13K- 18.9% |
$274K - $307K
|
55.9K
$1.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-15.3K- 15.96% |
$322K - $361K
|
80.8K
$1.85M
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-21.4K- 9.59% |
$449K - $503K
|
201K
$4.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Man Group PLC
London, X0 |
SELL
|
- |
-29.3K- 13.39% |
$615K - $689K
|
190K
$4.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-46.9K- 41.42% |
$984K - $1.1M
|
66.3K
$1.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-104K- 98.87% |
$2.18M - $2.44M
|
1.18K
$27.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-104K- 17.02% |
$2.19M - $2.46M
|
509K
$11.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-513K- 40.36% |
$10.8M - $12.1M
|
759K
$17.4M
|