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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
3.46K+ 26.85% |
$65.9K - $86.6K
|
16.4K
$360K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-10K- 97.92% |
$191K - $250K
|
212
$4.67K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
731New |
$13.9K - $18.3K
|
731
$16.1K
|
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-8.68K- 49.34% |
$165K - $217K
|
8.91K
$196K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
2.63K+ 202.38% |
$50.1K - $65.9K
|
3.93K
$86.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
PUT |
-49.7K- 94.49% |
$947K - $1.24M
|
2.9K
$63.9K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Greenland Capital Management LP
New York, NY |
SELL
|
- |
-10K- 28.09% |
$221K - $250K
|
25.6K
$564K
|
|
|
Nov 13, 2023
Q3 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
164KNew |
$3.61M - $4.09M
|
164K
$3.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
410New |
$9.04K - $10.3K
|
410
$9.03K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
247New |
$5.45K - $6.18K
|
247
$5.44K
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-56- 1.57% |
$1.23K - $1.4K
|
3.5K
$77.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-200- 1.74% |
$4.41K - $5K
|
11.3K
$249K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.5KNew |
$232K - $263K
|
10.5K
$232K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
378New |
$8.33K - $9.45K
|
378
$8.32K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
50New |
$1.1K - $1.25K
|
50
$1.1K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
PUT |
30.4K+ 121.12% |
$622K - $717K
|
55.5K
$1.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
PUT |
100K+ 50.0% |
$2.05M - $2.36M
|
300K
$6.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-224- 1.23% |
$4.59K - $5.29K
|
18.1K
$398K
|
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
15.4KNew |
$316K - $365K
|
15.4K
$340K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1K- 42.55% |
$20.5K - $23.6K
|
1.35K
$29.7K
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
86KNew |
$1.76M - $2.03M
|
86K
$1.89M
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-8.23K- 45.83% |
$168K - $194K
|
9.73K
$214K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-3.59K- 3.55% |
$73.4K - $84.7K
|
97.4K
$2.15M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
124+ 1.19% |
$2.54K - $2.93K
|
10.5K
$231K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
150New |
$3.07K - $3.54K
|
150
$3.3K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.2KNew |
$209K - $241K
|
10.2K
$225K
|
|
|
Jul 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
8.76KNew |
$179K - $207K
|
8.76K
$193K
|
|
|
Jul 12, 2023
Q2 2023
|
American National Bank
|
SELL
|
- |
-55- 26.83% |
$1.13K - $1.3K
|
150
$3.3K
|
|
| Q1 2023 | |||||||
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-10.9KClosed |
$218K - $295K
|
0
$0
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.22K+ 4529.63% |
$24.5K - $33.1K
|
1.25K
$27.5K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
282+ 6.39% |
$5.64K - $7.63K
|
4.69K
$103K
|
|
|
May 15, 2023
Q1 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
112KNew |
$2.25M - $3.04M
|
112K
$2.47M
|
|
|
May 15, 2023
Q1 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
343KNew |
$6.86M - $9.27M
|
343K
$7.54M
|
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
SELL
|
PUT |
-28.1K- 50.0% |
$562K - $760K
|
28.1K
$619K
|
|
|
May 15, 2023
Q1 2023
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-86.8K- 57.64% |
$1.74M - $2.35M
|
63.8K
$1.4M
|
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
22.8KNew |
$456K - $617K
|
22.8K
$502K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
200New |
$4K - $5.41K
|
200
$4.4K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.41K+ 61.97% |
$68.2K - $92.2K
|
8.91K
$196K
|
|
|
Apr 27, 2023
Q1 2023
|
Sunesis Advisors, LLC
|
BUY
|
- |
12.6KNew |
$253K - $342K
|
12.6K
$278K
|
|
|
Apr 24, 2023
Q1 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-117K- 85.45% |
$2.35M - $3.18M
|
20K
$440K
|
|
|
Apr 20, 2023
Q1 2023
|
Novare Capital Management LLC
|
BUY
|
- |
10KNew |
$200K - $271K
|
10K
$220K
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisors Inc
|
SELL
|
- |
-2.13K- 2.09% |
$42.6K - $57.6K
|
99.8K
$2.2M
|
|
| Q4 2022 | |||||||
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.63K+ 30.92% |
$72.4K - $92.6K
|
15.4K
$338K
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
3.91KNew |
$78.1K - $99.8K
|
3.91K
$86.1K
|
|
|
Feb 24, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
- |
5New |
$99.8 - $128
|
5
$110
|
|
|
Feb 14, 2023
Q4 2022
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-504K- 97.78% |
$10.1M - $12.8M
|
11.4K
$251K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
3.12KNew |
$62.4K - $79.7K
|
3.12K
$68.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
23.9KNew |
$477K - $610K
|
23.9K
$526K
|
|
|
Feb 14, 2023
Q4 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
PUT |
13.5KNew |
$269K - $344K
|
13.5K
$297K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.09KNew |
$21.7K - $27.7K
|
1.09K
$23.9K
|
|