Latest Institutional Transactions on Ishares Tr Mtg Real Estate ETF (REM)
This table provides information on the latest institutional transactions involving Ishares Tr Mtg Real Estate ETF (REM) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-65.4K- 98.77% |
$1.41M - $1.54M
|
811
$17.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
6.01K+ 3.73% |
$130K - $142K
|
167K
$3.68M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.39K+ 6.35% |
$117K - $127K
|
90.3K
$1.99M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
95+ 10.18% |
$2.06K - $2.24K
|
1.03K
$22.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
33.3KNew |
$720K - $784K
|
33.3K
$732K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.26K+ 6.98% |
$27.3K - $29.8K
|
19.4K
$426K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-485- 2.58% |
$10.5K - $11.4K
|
18.3K
$403K
|
|
|
Nov 12, 2025
Q3 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-460- 2.07% |
$9.95K - $10.8K
|
21.7K
$479K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
36K+ 330.59% |
$778K - $848K
|
46.9K
$1.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
27.1K+ 12.34% |
$587K - $639K
|
247K
$5.43M
|
|
|
Nov 12, 2025
Q3 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
2.61K+ 18.34% |
$56.4K - $61.5K
|
16.8K
$371K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
9.45K+ 51.08% |
$204K - $223K
|
27.9K
$615K
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
7+ 0.05% |
$151 - $165
|
14.7K
$323K
|
|
|
Nov 10, 2025
Q3 2025
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
127KNew |
$2.75M - $2.99M
|
127K
$2.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-5.26K- 9.64% |
$114K - $124K
|
49.3K
$1.09M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-225- 10.99% |
$4.87K - $5.3K
|
1.82K
$40.1K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-398- 1.18% |
$8.61K - $9.38K
|
33.4K
$735K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.11K- 14.98% |
$24K - $26.1K
|
6.29K
$138K
|
|
|
Nov 06, 2025
Q3 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.36K+ 24.65% |
$51K - $55.6K
|
11.9K
$263K
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.47K+ 5.09% |
$31.9K - $34.7K
|
30.4K
$670K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-150- 16.67% |
$3.25K - $3.54K
|
750
$16.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
14.2K+ 129.41% |
$307K - $334K
|
25.1K
$553K
|
|
|
Nov 04, 2025
Q3 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
55.5K+ 84.08% |
$1.2M - $1.31M
|
122K
$2.68M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.47K- 16.35% |
$53.4K - $58.2K
|
12.6K
$278K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
35.6K+ 5.92% |
$769K - $838K
|
636K
$14M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
3+ 2.01% |
$64.9 - $70.7
|
152
$3.35K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-5.48K- 18.63% |
$119K - $129K
|
23.9K
$527K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
13.9K+ 4.33% |
$302K - $329K
|
336K
$7.39M
|
|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-2.46K- 7.88% |
$53.3K - $58.1K
|
28.8K
$635K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-10- 0.03% |
$216 - $236
|
39.5K
$870K
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-133- 0.39% |
$2.88K - $3.13K
|
33.7K
$741K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.75K- 9.48% |
$81K - $88.3K
|
35.8K
$787K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-8- 1.99% |
$173 - $189
|
394
$8.68K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.7K- 18.66% |
$102K - $111K
|
20.5K
$451K
|
|
|
Oct 22, 2025
Q3 2025
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-2.49K- 1.72% |
$53.9K - $58.7K
|
142K
$3.13M
|
|
|
Oct 22, 2025
Q3 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-26.5K- 16.42% |
$574K - $625K
|
135K
$2.97M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.34K- 11.9% |
$28.9K - $31.5K
|
9.89K
$218K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-575- 3.74% |
$12.4K - $13.6K
|
14.8K
$326K
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-3K- 17.19% |
$64.9K - $70.7K
|
14.5K
$318K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
506+ 64.62% |
$10.9K - $11.9K
|
1.29K
$28.4K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
5.7K+ 22.89% |
$123K - $134K
|
30.6K
$674K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
7.58K+ 3400.0% |
$164K - $179K
|
7.81K
$172K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
63New |
$1.36K - $1.48K
|
63
$1.39K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
40New |
$866 - $943
|
40
$881
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-6.22K- 33.45% |
$134K - $146K
|
12.4K
$272K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-407- 17.35% |
$8.81K - $9.59K
|
1.94K
$42.7K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-499- 32.66% |
$10.8K - $11.8K
|
1.03K
$22.7K
|
|
|
Oct 10, 2025
Q3 2025
|
Clarity Financial LLC
|
BUY
|
- |
112K+ 77.07% |
$2.42M - $2.63M
|
257K
$5.65M
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
5.11K+ 2.51% |
$110K - $120K
|
209K
$4.59M
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
1+ 0.56% |
$21.6 - $23.6
|
178
$3.92K
|
|