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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
8.76KNew |
$179K - $207K
|
8.76K
$194K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.2KNew |
$209K - $241K
|
10.2K
$226K
|
|
|
Jul 12, 2023
Q2 2023
|
American National Bank
|
SELL
|
- |
-55- 26.83% |
$1.13K - $1.3K
|
150
$3.32K
|
|
| 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
$27.7K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
282+ 6.39% |
$5.64K - $7.63K
|
4.69K
$104K
|
|
|
May 15, 2023
Q1 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
112KNew |
$2.25M - $3.04M
|
112K
$2.48M
|
|
|
May 15, 2023
Q1 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
343KNew |
$6.86M - $9.27M
|
343K
$7.58M
|
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
SELL
|
PUT |
-28.1K- 50.0% |
$562K - $760K
|
28.1K
$622K
|
|
|
May 15, 2023
Q1 2023
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-86.8K- 57.64% |
$1.74M - $2.35M
|
63.8K
$1.41M
|
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
22.8KNew |
$456K - $617K
|
22.8K
$505K
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
24.2K+ 76.58% |
$484K - $655K
|
55.8K
$1.23M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
200New |
$4K - $5.41K
|
200
$4.43K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.41K+ 61.97% |
$68.2K - $92.2K
|
8.91K
$197K
|
|
|
Apr 27, 2023
Q1 2023
|
Sunesis Advisors, LLC
|
BUY
|
- |
12.6KNew |
$253K - $342K
|
12.6K
$280K
|
|
|
Apr 24, 2023
Q1 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-117K- 85.45% |
$2.35M - $3.18M
|
20K
$443K
|
|
|
Apr 20, 2023
Q1 2023
|
Novare Capital Management LLC
|
BUY
|
- |
10KNew |
$200K - $271K
|
10K
$221K
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisors Inc
|
SELL
|
- |
-2.13K- 2.09% |
$42.6K - $57.6K
|
99.8K
$2.21M
|
|
| Q4 2022 | |||||||
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.63K+ 30.92% |
$72.4K - $92.6K
|
15.4K
$340K
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
3.91KNew |
$78.1K - $99.8K
|
3.91K
$86.6K
|
|
|
Feb 24, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
- |
5New |
$99.8 - $128
|
5
$111
|
|
|
Feb 14, 2023
Q4 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
PUT |
13.5KNew |
$269K - $344K
|
13.5K
$299K
|
|
|
Feb 14, 2023
Q4 2022
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-504K- 97.78% |
$10.1M - $12.8M
|
11.4K
$253K
|
|
|
Feb 14, 2023
Q4 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
23.9KNew |
$477K - $610K
|
23.9K
$529K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
3.12KNew |
$62.4K - $79.7K
|
3.12K
$69.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.09KNew |
$21.7K - $27.7K
|
1.09K
$24K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
56New |
$1.12K - $1.43K
|
56
$1.24K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
250New |
$4.99K - $6.38K
|
250
$5.53K
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
- |
15KNew |
$299K - $383K
|
15K
$332K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-375- 39.98% |
$7.49K - $9.57K
|
563
$12.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
41.5KNew |
$828K - $1.06M
|
41.5K
$918K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
1.6MNew |
$31.9M - $40.8M
|
1.6M
$35.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 3.57% |
$20 - $25.5
|
29
$642
|
|
|
Jan 25, 2023
Q4 2022
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
493KNew |
$9.83M - $12.6M
|
493K
$10.9M
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
320New |
$6.39K - $8.16K
|
320
$7.08K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
56.1KNew |
$1.17M - $1.72M
|
56.1K
$1.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.02K- 1.88% |
$42.4K - $62.1K
|
106K
$2.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-31K- 49.53% |
$649K - $951K
|
31.6K
$699K
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-136- 1.79% |
$2.85K - $4.17K
|
7.47K
$165K
|
|
|
Oct 24, 2022
Q3 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-1.54KClosed |
$32.1K - $47.1K
|
0
$0
|
|
|
Oct 24, 2022
Q3 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
5.21KNew |
$109K - $160K
|
5.21K
$115K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
727New |
$15.2K - $22.3K
|
727
$16.1K
|
|
|
Oct 07, 2022
Q3 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
PUT |
122KNew |
$2.56M - $3.75M
|
122K
$2.7M
|
|
| Q2 2022 | |||||||
|
Nov 15, 2022
Q2 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-114- 21.55% |
$2.74K - $3.75K
|
415
$9.18K
|
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
6+ 2.62% |
$144 - $197
|
235
$5.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-559Closed |
$13.4K - $18.4K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-21.2KClosed |
$510K - $699K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-15Closed |
$360 - $494
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1New |
$24 - $32.9
|
1
$22.1
|
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.88KClosed |
$69.2K - $94.8K
|
0
$0
|
|