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Joseph P. Lucia & Associates LLC Sells 858 Shares of iShares Mortgage Real Estate ETF (BATS:REM)

Joseph P. Lucia & Associates LLC lessened its position in iShares Mortgage Real Estate ETF (BATS:REM – Free Report) by 8.4% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 9,417 shares of the company’s stock after selling 858 shares during the quarter. Joseph […]
Sunesis Advisors Bridges Investment Management Inc Josephp Lucia Associates Advisors Inc Commonwealth Equity Services Exchange Commission

BDO Wealth Advisors LLC Trims Position in iShares Mortgage Real Estate ETF (BATS:REM)

BDO Wealth Advisors LLC decreased its holdings in shares of iShares Mortgage Real Estate ETF (BATS:REM – Free Report) by 3.6% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 97,449 shares of the company’s stock after selling 3,588 shares during the period. BDO Wealth Advisors […]
Bdo Wealth Advisors Wealth Advisors Janney Montgomery Scott Shares Mortgage Real Estate Free Report Montgomery Scott

Clarity Financial LLC Acquires New Holdings in iShares Mortgage Real Estate ETF (BATS:REM)

Clarity Financial LLC acquired a new stake in shares of iShares Mortgage Real Estate ETF (BATS:REM – Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired 12,184 shares of the company’s stock, valued at approximately $288,000. Several other hedge funds […]
United States Mackenzie Financial Corp Securities Exchange Commission Investment Management Clarity Financial Blackrock Inc

Sumitomo Mitsui Trust Holdings Inc. Makes New $436,000 Investment in iShares Mortgage Real Estate ETF (BATS:REM)

Sumitomo Mitsui Trust Holdings Inc. acquired a new position in shares of iShares Mortgage Real Estate ETF (BATS:REM – Free Report) in the first quarter, Holdings Channel.com reports. The institutional investor acquired 19,975 shares of the company’s stock, valued at approximately $436,000. A number of other institutional investors have also recently bought and sold shares […]
Money Concepts Capital Corp Arete Wealth Advisors Holdings Channel Sumitomo Mitsui Trust Holdings Inc Sumitomo Mitsui Trust Holdings Shares Mortgage Real Estate

Flaharty Asset Management LLC Trims Position in iShares Mortgage Real Estate ETF (BATS:REM)

Flaharty Asset Management LLC lessened its holdings in shares of iShares Mortgage Real Estate ETF (BATS:REM – Get Rating) by 97.8% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 11,415 shares of the company’s stock after selling 503,692 shares during the […]
Samalin Investment Counsel Securities Exchange Commission Flaharty Asset Management Company Profile Symphony Financial Ltd Advisor Group Holdings Inc

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iShares Mortgage Real Estate Capped ETF (BATS:REM) Shares Acquired by Clarity Financial LLC

Clarity Financial LLC lifted its holdings in iShares Mortgage Real Estate Capped ETF (BATS:REM – Get Rating) by 23.0% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 32,189 shares of the company’s stock after purchasing an additional 6,024 shares during the quarter. Clarity […]
Hightower Advisors Element Wealth Clarity Financial Shares Mortgage Real Estate Capped Get Rating Capital Management

Continuum Advisory LLC Boosts Stock Holdings in iShares Mortgage Real Estate ETF (BATS:REM)

Continuum Advisory LLC grew its holdings in iShares Mortgage Real Estate ETF (BATS:REM – Get Rating) by 595.5% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 133,713 shares of the company’s stock after purchasing an additional 114,488 shares during the period. […]
Continuum Advisory International Assets Investment Management Securities Exchange Commission Element Wealth Simplex Trading Transcend Capital Advisors

Thrivent Financial for Lutherans Acquires 3,180 Shares of iShares Mortgage Real Estate ETF (BATS:REM)

Thrivent Financial for Lutherans grew its holdings in shares of iShares Mortgage Real Estate ETF (BATS:REM – Get Rating) by 3.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 98,809 shares of the company’s stock after acquiring an additional 3,180 […]
Element Wealth Simplex Trading Company Profile Exchange Commission Transcend Capital Advisors International Assets Investment Management

Institute for Wealth Management LLC. Purchases 630 Shares of Vail Resorts, Inc. (NYSE:MTN)

BTS Asset Management Inc. bought a new position in iShares Mortgage Real Estate ETF (BATS:REM – Get Rating) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 11,414 shares of the company’s stock, valued at approximately $279,000. A number of other institutional investors also […]
Exchange Commission Sumitomo Mitsui Financial Group Inc Global Retirement Partners Element Wealth Bts Asset Management Inc Shares Mortgage Real Estate

iShares Mortgage Real Estate ETF (BATS:REM) Shares Acquired by Castleview Partners LLC

Castleview Partners LLC lifted its stake in shares of iShares Mortgage Real Estate ETF (BATS:REM – Get Rating) by 820.5% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 15,943 shares of the company’s stock after acquiring an additional 14,211 shares during the quarter. […]
Castleview Partners Investment Advisory Group Symphony Financial Ltd Third Bancorp Josephp Lucia Associates Fifth Third Bancorp

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