ISHARES TR/MTG RL EST ETF Institutional Ownership (BMV:REM)

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Today's Range N/A

50-Day Range

$40.15

MA: $42.17▼

$43.53

52-Week Range N/A

VolumeN/A

Average Volume27 shs

Market CapitalizationN/A

P/E RatioN/A

Dividend YieldN/A

BetaN/A

Institutional Ownership Changes (13F Filings) for ISHARES TR/MTG RL EST ETF (BMV:REM)

Institutional Buying and Selling by Quarter

ISHARES TR/MTG RL EST ETF (BMV REM) Institutional Buying and Selling

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
8/26/2019	Atria Investments LLC	1,652	$0.32M	0.0%	N/A	0.000%
8/23/2019	Mackenzie Financial Corp	42,206	$1.78M	0.0%	+154.3%	0.000%
8/19/2019	WealthPLAN Partners LLC	5,684	$0.24M	0.0%	-21.4%	0.000%
8/17/2019	Royal Bank of Canada	73,150	$3.08M	0.0%	+34.3%	0.000%
8/17/2019	UBS Group AG	209,897	$8.85M	0.0%	-10.1%	0.000%
8/17/2019	Ladenburg Thalmann Financial Services Inc.	66,559	$2.81M	0.0%	+56.2%	0.000%
8/15/2019	Smith Moore & CO.	11,812	$0.50M	0.1%	+53.3%	0.000%
8/15/2019	Cambridge Investment Research Advisors Inc.	44,573	$1.88M	0.0%	-2.6%	0.000%
8/15/2019	Stonebridge Capital Advisors LLC	650	$27K	0.0%	N/A	0.000%
8/14/2019	Marshall Wace LLP	7,085	$0.30M	0.0%	-26.1%	0.000%
8/14/2019	Vivaldi Capital Management LLC	9,625	$0.41M	0.1%	N/A	0.000%
8/14/2019	Paloma Partners Management Co	5,000	$0.21M	0.0%	N/A	0.000%
8/14/2019	Man Group plc	125,040	$5.27M	0.0%	+1.2%	0.000%
8/14/2019	Bank of America Corp DE	307,839	$12.99M	0.0%	+29.6%	0.000%
8/14/2019	Mackenzie Financial Corp	42,206	$1.78M	0.0%	+154.3%	0.000%
8/14/2019	Prospera Financial Services Inc	14,460	$0.59M	0.1%	-21.4%	0.000%
8/14/2019	Private Advisor Group LLC	20,225	$0.85M	0.0%	+16.1%	0.000%
8/13/2019	Tower Research Capital LLC TRC	23,013	$0.97M	0.1%	N/A	0.000%
8/13/2019	BlackRock Inc.	1,133,217	$47.80M	0.0%	+4.0%	0.000%
8/13/2019	MML Investors Services LLC	49,129	$2.07M	0.0%	-1.2%	0.000%
8/13/2019	IHT Wealth Management LLC	11,720	$0.49M	0.1%	N/A	0.000%
8/13/2019	BerganKDV Wealth Management LLC	13,500	$0.57M	0.1%	+25.1%	0.000%
8/12/2019	Cetera Advisor Networks LLC	71,376	$3.01M	0.1%	+9.3%	0.000%
8/12/2019	Cetera Advisors LLC	25,383	$1.07M	0.0%	-13.8%	0.000%
8/12/2019	First Allied Advisory Services Inc.	14,447	$0.61M	0.0%	-8.7%	0.000%
8/10/2019	LPL Financial LLC	230,771	$9.73M	0.0%	+0.2%	0.000%
8/10/2019	Cutler Group LP	5,900	$0.25M	0.0%	N/A	0.000%
8/10/2019	Oppenheimer Asset Management Inc.	8,481	$0.36M	0.0%	+5.7%	0.000%
8/9/2019	Atria Investments LLC	1,652	$0.32M	0.0%	N/A	0.000%
8/9/2019	Bank of Montreal Can	702,800	$29.64M	0.0%	+7.9%	0.000%
8/9/2019	Synovus Financial Corp	728	$30K	0.0%	-95.6%	0.000%
8/9/2019	Castle Rock Wealth Management LLC	17,314	$0.73M	0.8%	+58.1%	0.000%
8/7/2019	JPMorgan Chase & Co.	25,712	$1.08M	0.0%	-34.8%	0.000%
8/6/2019	Wells Fargo & Company MN	253,546	$10.69M	0.0%	-5.0%	0.000%
8/5/2019	Ausdal Financial Partners Inc.	42,097	$1.83M	0.7%	-10.8%	0.000%
8/2/2019	Envestnet Asset Management Inc.	56,462	$2.38M	0.0%	+17.1%	0.000%
8/1/2019	Ironsides Asset Advisors LLC	40,735	$1.72M	0.6%	+92.5%	0.000%
8/1/2019	Advisory Services Network LLC	3,515	$0.15M	0.0%	+237.0%	0.000%
8/1/2019	Willingdon Wealth Management	3,170	$0.13M	0.0%	+13.9%	0.000%
8/1/2019	Wedbush Securities Inc.	6,295	$0.27M	0.0%	N/A	0.000%
7/31/2019	Sheaff Brock Investment Advisors LLC	5,561	$0.24M	0.0%	N/A	0.000%
7/31/2019	Wrapmanager Inc.	8,781	$0.37M	0.1%	-18.9%	0.000%
7/31/2019	Advisor Group Inc.	73,301	$3.09M	0.0%	+3.8%	0.000%
7/31/2019	Coastal Capital Group Inc.	3,154	$0.13M	0.0%	N/A	0.000%
7/30/2019	Flaharty Asset Management LLC	256,118	$10.80M	4.2%	+0.2%	0.000%
7/29/2019	Janney Montgomery Scott LLC	44,886	$1.89M	0.0%	+4.8%	0.000%
6/30/2019	Regal Investment Advisors LLC	20,525	$0.87M	0.2%	+30.9%	0.000%
6/30/2019	Sanctuary Wealth Management L.L.C.	209,484	$8.84M	8.2%	+2,506.5%	0.000%
6/30/2019	Sage Advisory Services Ltd.Co.	30,183	$1.27M	0.4%	N/A	0.000%
6/30/2019	Creative Planning	13,772	$0.58M	0.0%	+103.7%	0.000%
6/30/2019	Steward Partners Investment Advisory LLC	2,871	$0.12M	0.0%	N/A	0.000%
6/30/2019	Brookstone Capital Management	14,794	$0.62M	0.0%	-22.5%	0.000%
6/30/2019	Private Advisory Group LLC	9,266	$0.39M	0.2%	-20.7%	0.000%
6/30/2019	Carnegie Capital Asset Management LLC	11,888	$0.50M	0.0%	-3.5%	0.000%
6/30/2019	W.E. Donoghue & Co. LLC	113,511	$4.79M	0.6%	-1.7%	0.000%
6/30/2019	Joseph P. Lucia & Associates LLC	10,833	$0.46M	0.5%	-96.7%	0.000%
6/30/2019	AE Wealth Management LLC	9,955	$0.42M	0.0%	+34.0%	0.000%
6/30/2019	FDx Advisors Inc.	11,395	$0.48M	0.0%	N/A	0.000%
6/30/2019	LexAurum Advisors LLC	21,041	$0.89M	0.5%	N/A	0.000%
6/30/2019	Commonwealth Equity Services LLC	71,462	$3.01M	0.0%	+14.0%	0.000%
6/30/2019	CX Institutional	4,475	$0.19M	0.0%	+98.4%	0.000%
6/30/2019	Harvest Investment Services LLC	13,572	$0.57M	0.3%	+4.8%	0.000%
6/30/2019	Versant Capital Management Inc	3,443	$0.15M	0.1%	-27.7%	0.000%
6/30/2019	Edge Wealth Management LLC	381,793	$16.15M	3.6%	+43.2%	0.000%
6/30/2019	Raymond James Trust N.A.	10,021	$0.42M	0.0%	+9.0%	0.000%
6/30/2019	PFS Investments Inc.	34,944	$1.49M	0.1%	N/A	0.000%
6/30/2019	Rockland Trust Co.	24,393	$1.03M	0.1%	+21.4%	0.000%
6/30/2019	Advocacy Wealth Management Services LLC	533,587	$22.51M	16.3%	+1.4%	0.000%
6/19/2019	Weaver Consulting Group	1,500	$63K	0.0%	N/A	0.000%
5/13/2019	Citigroup Inc.	52,796	$2.29M	0.0%	-1.9%	0.000%
5/13/2019	Virtue Capital Management LLC	6,284	$0.27M	0.1%	-57.7%	0.000%
5/10/2019	MML Investors Services LLC	49,729	$2.16M	0.0%	-49.9%	0.000%
5/10/2019	Sawtooth Solutions LLC	7,428	$0.32M	0.0%	+7.4%	0.000%
5/10/2019	Global Financial Private Capital LLC	38,502	$1.67M	0.1%	N/A	0.000%
5/10/2019	Northwestern Mutual Wealth Management Co.	18,862	$0.82M	0.0%	+190.0%	0.000%
5/10/2019	Nomura Asset Management Co. Ltd.	8,705	$0.38M	0.0%	N/A	0.000%
5/9/2019	CIBC World Markets Inc.	7,998	$0.35M	0.0%	N/A	0.000%
5/9/2019	Advisor Group Inc.	70,644	$3.06M	0.0%	-0.7%	0.000%
5/9/2019	Synovus Financial Corp	16,508	$0.72M	0.0%	-3.3%	0.000%
5/9/2019	BerganKDV Wealth Management LLC	10,791	$0.47M	0.1%	+174.7%	0.000%
5/9/2019	Willingdon Wealth Management	2,784	$0.12M	0.0%	-10.5%	0.000%
5/8/2019	Cambria Investment Management L.P.	146,666	$6.36M	1.0%	+0.7%	0.000%
5/8/2019	Cambridge Investment Research Advisors Inc.	45,760	$1.98M	0.0%	-3.1%	0.000%
5/7/2019	Smith Moore & CO.	7,706	$0.33M	0.1%	N/A	0.000%
5/7/2019	Athena Capital Advisors LLC	7,845	$0.33M	0.1%	+4.6%	0.000%
5/7/2019	Comerica Securities Inc.	24,714	$0.99M	0.1%	N/A	0.000%
5/6/2019	Raymond James & Associates	67,913	$2.94M	0.0%	-1.1%	0.000%
5/6/2019	Raymond James Financial Services Advisors Inc.	40,902	$1.77M	0.0%	+38.6%	0.000%
5/6/2019	Blue Sky Asset Management LLC	6,864	$0.30M	0.7%	N/A	0.000%
5/6/2019	Wrapmanager Inc.	10,823	$0.47M	0.2%	-32.9%	0.000%
5/2/2019	Prospera Financial Services Inc	18,401	$0.81M	0.3%	+27.3%	0.000%
5/2/2019	Joseph P. Lucia & Associates LLC	329,366	$7.51M	0.6%	N/A	0.000%
5/1/2019	Sigma Planning Corp	8,269	$0.36M	0.0%	+34.1%	0.000%
4/30/2019	Janney Montgomery Scott LLC	42,834	$1.86M	0.0%	-7.7%	0.000%
4/26/2019	Bank of Montreal Can	651,390	$28.23M	0.0%	+452,254.2%	0.000%
4/26/2019	Flaharty Asset Management LLC	255,527	$11.08M	4.5%	+4.8%	0.000%
4/25/2019	AlphaStar Capital Management LLC	11,158	$0.48M	0.1%	-2.9%	0.000%
4/24/2019	Oppenheimer Asset Management Inc.	8,020	$0.35M	0.0%	-6.4%	0.000%
4/23/2019	Versant Capital Management Inc	4,763	$0.21M	0.1%	-11.1%	0.000%
4/23/2019	BB&T Corp	5,482	$0.24M	0.0%	-4.1%	0.000%

(Data available from 1/1/2016 forward)

This page was last updated on 3/29/2020 by MarketBeat.com Staff

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ISHARES TR/MTG RL EST ETF Institutional Ownership (BMV:REM)

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Institutional Ownership Changes (13F Filings) for ISHARES TR/MTG RL EST ETF (BMV:REM)

Institutional Buying and Selling by Quarter

ISHARES TR/MTG RL EST ETF (BMV REM) Institutional Buying and Selling

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