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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Bayview Asset Management, LLC
Coral Gables, FL |
BUY
|
- |
25KNew |
$531K - $595K
|
25K
$553K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-273K- 50.26% |
$5.8M - $6.5M
|
270K
$5.98M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
206KNew |
$4.37M - $4.9M
|
206K
$4.55M
|
|
|
May 07, 2024
Q1 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-420- 33.87% |
$8.92K - $10K
|
820
$18.1K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
243+ 1.43% |
$5.16K - $5.78K
|
17.2K
$381K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1KNew |
$21.2K - $23.8K
|
1K
$22.1K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
48New |
$1.02K - $1.14K
|
48
$1.06K
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
72+ 0.51% |
$1.53K - $1.71K
|
14.1K
$313K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
156New |
$3.31K - $3.71K
|
156
$3.45K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
1.41KNew |
$30K - $33.7K
|
1.41K
$31.3K
|
|
|
Apr 22, 2024
Q1 2024
|
Bts Asset Management, Inc.
|
BUY
|
- |
3.77KNew |
$80.1K - $89.8K
|
3.77K
$83.5K
|
|
| Q4 2023 | |||||||
|
Mar 11, 2025
Q4 2023
|
Private Capital Management LLC
|
SELL
|
- |
-400- 4.72% |
$7.62K - $10K
|
8.07K
$179K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-61.6K- 44.51% |
$1.17M - $1.54M
|
76.8K
$1.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
12.5KNew |
$239K - $313K
|
12.5K
$277K
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
31.4KNew |
$597K - $785K
|
31.4K
$694K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-27Closed |
$514 - $676
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
250New |
$4.76K - $6.26K
|
250
$5.53K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
119New |
$2.27K - $2.98K
|
119
$2.63K
|
|
|
Feb 13, 2024
Q4 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
80.3KNew |
$1.53M - $2.01M
|
80.3K
$1.78M
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
11.6K+ 187.1% |
$221K - $290K
|
17.8K
$394K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.79KNew |
$72.1K - $94.8K
|
3.79K
$83.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-4.52K- 26.67% |
$86.2K - $113K
|
12.4K
$275K
|
|
|
Jan 29, 2024
Q4 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-150- 1.59% |
$2.86K - $3.75K
|
9.27K
$205K
|
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
3.46K+ 26.85% |
$65.9K - $86.6K
|
16.4K
$362K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-10K- 97.92% |
$191K - $250K
|
212
$4.69K
|
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-8.68K- 49.34% |
$165K - $217K
|
8.91K
$197K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
2.63K+ 202.38% |
$50.1K - $65.9K
|
3.93K
$87K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
PUT |
-49.7K- 94.49% |
$947K - $1.24M
|
2.9K
$64.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
731New |
$13.9K - $18.3K
|
731
$16.2K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Greenland Capital Management LP
New York, NY |
SELL
|
- |
-10K- 28.09% |
$221K - $250K
|
25.6K
$567K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
247New |
$5.45K - $6.18K
|
247
$5.47K
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-56- 1.57% |
$1.23K - $1.4K
|
3.5K
$77.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
164KNew |
$3.61M - $4.09M
|
164K
$3.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
410New |
$9.04K - $10.3K
|
410
$9.07K
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-200- 1.74% |
$4.41K - $5K
|
11.3K
$250K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.5KNew |
$232K - $263K
|
10.5K
$233K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
378New |
$8.33K - $9.45K
|
378
$8.37K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
50New |
$1.1K - $1.25K
|
50
$1.11K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-224- 1.23% |
$4.59K - $5.29K
|
18.1K
$400K
|
|
|
Aug 14, 2023
Q2 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
PUT |
100K+ 50.0% |
$2.05M - $2.36M
|
300K
$6.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
PUT |
30.4K+ 121.12% |
$622K - $717K
|
55.5K
$1.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
15.4KNew |
$316K - $365K
|
15.4K
$342K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1K- 42.55% |
$20.5K - $23.6K
|
1.35K
$29.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
9.03KNew |
$185K - $213K
|
9.03K
$200K
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
86KNew |
$1.76M - $2.03M
|
86K
$1.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-8.23K- 45.83% |
$168K - $194K
|
9.73K
$215K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
124+ 1.19% |
$2.54K - $2.93K
|
10.5K
$233K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-3.59K- 3.55% |
$73.4K - $84.7K
|
97.4K
$2.16M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
150New |
$3.07K - $3.54K
|
150
$3.32K
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
331+ 0.87% |
$6.78K - $7.81K
|
38.5K
$852K
|
|