Latest Institutional Purchases of Ishares Tr Mtg Real Estate ETF (REM)
This list provides information on the latest institutional transactions involving Ishares Tr Mtg Real Estate ETF (REM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
- |
15KNew |
$299K - $383K
|
15K
$323K
|
|
Feb 14, 2023
Q4 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
PUT |
13.5KNew |
$269K - $344K
|
13.5K
$290K
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
3.91KNew |
$78.1K - $99.8K
|
3.91K
$84.1K
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.63K+ 30.92% |
$72.4K - $92.6K
|
15.4K
$330K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
3.12KNew |
$62.4K - $79.7K
|
3.12K
$67.2K
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.09KNew |
$21.7K - $27.7K
|
1.09K
$23.4K
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
320New |
$6.39K - $8.16K
|
320
$6.88K
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
250New |
$4.99K - $6.38K
|
250
$5.38K
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
56New |
$1.12K - $1.43K
|
56
$1.2K
|
|
Feb 24, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
- |
5New |
$99.8 - $128
|
5
$108
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 3.57% |
$20 - $25.5
|
29
$624
|
|
Q3 2022 | |||||||
Oct 07, 2022
Q3 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
PUT |
122KNew |
$2.56M - $3.75M
|
122K
$2.63M
|
|
Nov 14, 2022
Q3 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
56.1KNew |
$1.17M - $1.72M
|
56.1K
$1.21M
|
|
Oct 24, 2022
Q3 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
5.21KNew |
$109K - $160K
|
5.21K
$112K
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
727New |
$15.2K - $22.3K
|
727
$15.6K
|
|
Q2 2022 | |||||||
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.55K+ 3.03% |
$85.1K - $117K
|
121K
$2.6M
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2.1KNew |
$50.4K - $69.1K
|
2.1K
$45.2K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
500New |
$12K - $16.5K
|
500
$10.8K
|
|
Jul 15, 2022
Q2 2022
|
Activest Wealth Management
|
BUY
|
- |
348New |
$8.35K - $11.5K
|
348
$7.49K
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
337New |
$8.09K - $11.1K
|
337
$7.25K
|
|
Jul 19, 2022
Q2 2022
|
Sym Financial Corp
|
BUY
|
- |
220New |
$5.28K - $7.24K
|
220
$4.73K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
53+ 22.36% |
$1.27K - $1.74K
|
290
$6.24K
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
6+ 2.62% |
$144 - $197
|
235
$5.05K
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
4+ 3.51% |
$96 - $132
|
118
$2.54K
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1New |
$24 - $32.9
|
1
$21.5
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
120KNew |
$3.72M - $4.24M
|
120K
$2.58M
|
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
10KNew |
$309K - $353K
|
10K
$215K
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
6.45KNew |
$200K - $228K
|
6.45K
$139K
|
|
Apr 13, 2022
Q1 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
372New |
$11.5K - $13.1K
|
372
$8K
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
262New |
$8.1K - $9.25K
|
262
$5.64K
|
|
Q4 2021 | |||||||
Jan 18, 2022
Q4 2021
|
David J Yvars Group
|
BUY
|
- |
100KNew |
$3.27M - $3.84M
|
100K
$2.15M
|
|
Feb 11, 2022
Q4 2021
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
2.45K+ 42.65% |
$80.1K - $94.1K
|
8.2K
$176K
|
|
Feb 02, 2022
Q4 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
625New |
$20.4K - $24K
|
625
$13.4K
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
189New |
$6.17K - $7.25K
|
189
$4.07K
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Claybrook Capital, LLC
|
BUY
|
- |
12.5KNew |
$438K - $468K
|
12.5K
$269K
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
91New |
$3.18K - $3.4K
|
91
$1.96K
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
23.9KNew |
$828K - $931K
|
23.9K
$515K
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
7New |
$242 - $272
|
7
$151
|
|
Q1 2021 | |||||||
May 13, 2021
Q1 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.3KNew |
$40.1K - $47.2K
|
1.3K
$28K
|
|
Q4 2020 | |||||||
Feb 12, 2021
Q4 2020
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
14New |
$354 - $446
|
14
$301
|
|
Q2 2020 | |||||||
Jul 16, 2020
Q2 2020
|
Parallel Advisors, LLC
|
BUY
|
- |
91New |
$1.31K - $2.65K
|
91
$1.96K
|
|
Jul 24, 2020
Q2 2020
|
Private Ocean, LLC
|
BUY
|
- |
19+ 1.35% |
$275 - $553
|
1.43K
$30.8K
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1+ 0.02% |
$14.5 - $29.1
|
4.07K
$87.5K
|
|
Q1 2020 | |||||||
May 13, 2020
Q1 2020
|
F Dx Advisors, Inc.
|
BUY
|
- |
4.69K+ 88.22% |
$76.4K - $227K
|
10K
$215K
|
|
Q3 2019 | |||||||
Oct 15, 2019
Q3 2019
|
Comerica Securities,Inc.
|
BUY
|
- |
24.7KNew |
$997K - $1.07M
|
24.7K
$532K
|
|
Oct 03, 2019
Q3 2019
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
125New |
$5.04K - $5.43K
|
125
$2.69K
|
|
Q2 2019 | |||||||
Aug 09, 2019
Q2 2019
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.65KNew |
$68.1K - $73.3K
|
1.65K
$35.5K
|
|
Q4 2018 | |||||||
Feb 11, 2019
Q4 2018
|
Sage Capital Advisors,Llc
|
BUY
|
- |
825New |
$31.7K - $36.1K
|
825
$17.7K
|
|
Feb 14, 2019
Q4 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
86+ 9.38% |
$3.31K - $3.77K
|
1K
$21.6K
|
|
Q3 2018 | |||||||
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
36.5KNew |
$1.57M - $1.67M
|
36.5K
$785K
|