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 |
---|---|---|---|---|---|---|---|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.04K+ 19.28% |
$127K - $142K
|
37.3K
$826K
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-12.1K- 33.53% |
$254K - $284K
|
24K
$530K
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
57.3KNew |
$1.2M - $1.35M
|
57.3K
$1.27M
|
|
Feb 12, 2025
Q4 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
1.29K+ 1.31% |
$27K - $30.2K
|
99.2K
$2.2M
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
255K+ 30.59% |
$5.35M - $6M
|
1.09M
$24.1M
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-517- 4.0% |
$10.9K - $12.2K
|
12.4K
$275K
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
5+ 3.65% |
$105 - $118
|
142
$3.14K
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
24.5K+ 5.39% |
$514K - $575K
|
479K
$10.6M
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-931- 5.61% |
$19.6K - $21.9K
|
15.7K
$347K
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.29K- 1.71% |
$69.1K - $77.4K
|
189K
$4.17M
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-10.8K- 53.36% |
$227K - $254K
|
9.45K
$209K
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
8.23K+ 58.66% |
$173K - $194K
|
22.3K
$493K
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-858- 5.0% |
$18K - $20.2K
|
16.3K
$361K
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.16K- 8.82% |
$45.4K - $50.8K
|
22.3K
$494K
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-9.61K- 11.47% |
$202K - $226K
|
74.1K
$1.64M
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.62K+ 2.24% |
$34K - $38.1K
|
74K
$1.64M
|
|
Feb 07, 2025
Q4 2024
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-46.9K- 41.42% |
$984K - $1.1M
|
66.3K
$1.47M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.51K- 3.76% |
$200K - $224K
|
243K
$5.39M
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
13+ 7.93% |
$273 - $306
|
177
$3.92K
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
4.1K+ 27.02% |
$86K - $96.3K
|
19.3K
$426K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.12K+ 32.34% |
$129K - $144K
|
25K
$554K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11+ 0.95% |
$231 - $259
|
1.17K
$26K
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
23.9KNew |
$502K - $563K
|
23.9K
$529K
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
267New |
$5.61K - $6.28K
|
267
$5.91K
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
663+ 1.41% |
$13.9K - $15.6K
|
47.7K
$1.05M
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
125New |
$2.63K - $2.94K
|
125
$2.77K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-530- 20.05% |
$11.1K - $12.5K
|
2.11K
$46.8K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.08K+ 179.6% |
$22.7K - $25.5K
|
1.69K
$37.3K
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
13.8KNew |
$290K - $324K
|
13.8K
$305K
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-21.4K- 9.59% |
$449K - $503K
|
201K
$4.46M
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
45+ 4.06% |
$945 - $1.06K
|
1.15K
$25.5K
|
|
Jan 31, 2025
Q4 2024
|
Robinson Capital Management, LLC
|
BUY
|
- |
5K+ 25.21% |
$105K - $118K
|
24.8K
$550K
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-6.24K- 41.81% |
$131K - $147K
|
8.69K
$192K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-276- 61.2% |
$5.8K - $6.49K
|
175
$3.87K
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3.38K+ 6.92% |
$71K - $79.6K
|
52.3K
$1.16M
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10.1KNew |
$212K - $237K
|
10.1K
$223K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
56+ 6.39% |
$1.18K - $1.32K
|
933
$20.6K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-186- 73.81% |
$3.91K - $4.37K
|
66
$1.46K
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
10.9K+ 67.7% |
$229K - $256K
|
27K
$598K
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-147- 1.22% |
$3.09K - $3.46K
|
11.9K
$263K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
145New |
$3.05K - $3.41K
|
145
$3.21K
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-251- 0.34% |
$5.27K - $5.9K
|
74.4K
$1.65M
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
14.9KNew |
$312K - $350K
|
14.9K
$329K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-31- 24.41% |
$651 - $729
|
96
$2.12K
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-557- 4.2% |
$11.7K - $13.1K
|
12.7K
$281K
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-3.23K- 8.07% |
$67.9K - $76K
|
36.8K
$814K
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
BUY
|
- |
99.7K+ 90.97% |
$2.09M - $2.34M
|
209K
$4.63M
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
1.24K+ 0.88% |
$26.1K - $29.2K
|
143K
$3.16M
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
57.2K+ 135.57% |
$1.2M - $1.35M
|
99.4K
$2.2M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.78K+ 12.92% |
$142K - $160K
|
59.3K
$1.31M
|