Purchases and Sales Made in Q3 2021 in Ishares Tr Mtg Real Estate ETF (REM)
This table provides information about the institutional ownership of Ishares Tr Mtg Real Estate ETF (REM) during Q3 2021. The information is specifically focused on institutions that hold shares of ISHARES TR MTG REAL ESTATE ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 04, 2021
Q3 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
575+ 7.25% |
$20.1K - $21.5K
|
8.51K
$190K
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
557+ 0.56% |
$19.5K - $20.8K
|
101K
$2.26M
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
529+ 5.8% |
$18.5K - $19.8K
|
9.65K
$216K
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
477+ 2.51% |
$16.7K - $17.8K
|
19.5K
$437K
|
|
Oct 13, 2022
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
477+ 2.51% |
$16.7K - $17.8K
|
19.5K
$437K
|
|
Nov 01, 2021
Q3 2021
|
Independent Advisor Alliance
|
BUY
|
- |
466+ 6.53% |
$16.3K - $17.4K
|
7.6K
$170K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
453+ 1.83% |
$15.8K - $16.9K
|
25.2K
$563K
|
|
Oct 12, 2021
Q3 2021
|
Activest Wealth Management
|
BUY
|
- |
334New |
$11.7K - $12.5K
|
334
$7.47K
|
|
Mar 09, 2022
Q3 2021
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
286+ 2.27% |
$10K - $10.7K
|
12.9K
$288K
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
212New |
$7.41K - $7.92K
|
212
$4.74K
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
135+ 27.0% |
$4.72K - $5.04K
|
635
$14.2K
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
125New |
$4.37K - $4.67K
|
125
$2.8K
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
119+ 1.53% |
$4.16K - $4.44K
|
7.92K
$177K
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
82+ 390.48% |
$2.87K - $3.06K
|
103
$2.3K
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
41+ 0.5% |
$1.43K - $1.53K
|
8.17K
$183K
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
31+ 0.34% |
$1.08K - $1.16K
|
9.13K
$204K
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
18+ 0.28% |
$629 - $672
|
6.37K
$142K
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
13+ 0.16% |
$454 - $486
|
8.2K
$183K
|
|
Nov 01, 2021
Q3 2021
|
Element Wealth, LLC
|
BUY
|
- |
5+ 0.23% |
$175 - $187
|
2.19K
$49.1K
|
|
Oct 26, 2021
Q3 2021
|
West End Advisors, LLC
|
BUY
|
- |
5+ 3.42% |
$175 - $187
|
151
$3.38K
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1+ 0.44% |
$35 - $37.4
|
228
$5.1K
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
1+ 0.37% |
$35 - $37.4
|
271
$6.06K
|
|
Oct 20, 2021
Q3 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.91% |
$35 - $37.4
|
111
$2.48K
|
|
Nov 02, 2021
Q3 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
1+ 0.93% |
$35 - $37.4
|
108
$2.42K
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8- 0.17% |
$280 - $299
|
4.59K
$103K
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-20- 1.08% |
$699 - $747
|
1.83K
$40.9K
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-33- 1.24% |
$1.15K - $1.23K
|
2.64K
$59K
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-69- 82.14% |
$2.41K - $2.58K
|
15
$336
|
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
SELL
|
- |
-78- 0.5% |
$2.73K - $2.91K
|
15.6K
$348K
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-82- 79.61% |
$2.87K - $3.06K
|
21
$470
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-118- 28.92% |
$4.12K - $4.41K
|
290
$6.49K
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
SELL
|
- |
-131- 11.34% |
$4.58K - $4.89K
|
1.02K
$22.9K
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-150Closed |
$5.24K - $5.6K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-150Closed |
$5.24K - $5.6K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-156- 2.23% |
$5.45K - $5.83K
|
6.84K
$153K
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-200Closed |
$6.99K - $7.47K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-250Closed |
$8.74K - $9.34K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-250- 3.23% |
$8.74K - $9.34K
|
7.5K
$168K
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-255- 4.01% |
$8.91K - $9.52K
|
6.11K
$137K
|
|
Oct 29, 2021
Q3 2021
|
Harvest Investment Services, LLC
|
SELL
|
- |
-261- 3.37% |
$9.12K - $9.75K
|
7.49K
$167K
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-405- 25.91% |
$14.2K - $15.1K
|
1.16K
$25.9K
|
|
Nov 12, 2021
Q3 2021
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-458- 2.36% |
$16K - $17.1K
|
19K
$425K
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-498- 7.49% |
$17.4K - $18.6K
|
6.15K
$138K
|
|
Oct 27, 2021
Q3 2021
|
Alethea Capital Management, LLC
San Diego, CA |
SELL
|
- |
-665- 7.64% |
$23.2K - $24.8K
|
8.04K
$180K
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-702- 5.39% |
$24.5K - $26.2K
|
12.3K
$276K
|
|
Oct 29, 2021
Q3 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-1.04K- 3.82% |
$36.3K - $38.8K
|
26.2K
$585K
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.06KClosed |
$36.9K - $39.5K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-1.1K- 26.83% |
$38.4K - $41.1K
|
3K
$67.1K
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.13K- 3.65% |
$39.6K - $42.4K
|
29.9K
$669K
|
|
Nov 12, 2021
Q3 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.4K- 9.65% |
$49K - $52.3K
|
13.1K
$293K
|