Purchases and Sales Made in Q1 2022 in Ishares Tr Residential And Mul (REZ)
This table provides information about the institutional ownership of Ishares Tr Residential And Mul (REZ) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES TR RESIDENTIAL AND MUL.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
329K+ 93.81% |
$29M - $32.3M
|
680K
$58.1M
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
167K+ 53.73% |
$14.7M - $16.4M
|
477K
$40.8M
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
121K+ 15.42% |
$10.6M - $11.9M
|
905K
$77.3M
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
67K+ 17.29% |
$5.9M - $6.58M
|
454K
$38.8M
|
|
May 16, 2022
Q1 2022
|
Cambria Investment Management, L.P.
|
BUY
|
- |
62.8KNew |
$5.53M - $6.17M
|
62.8K
$5.37M
|
|
Apr 19, 2022
Q1 2022
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
54.4KNew |
$4.79M - $5.34M
|
54.4K
$4.65M
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
50.8KNew |
$4.47M - $4.99M
|
50.8K
$4.34M
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
49.6K+ 325.81% |
$4.37M - $4.87M
|
64.9K
$5.54M
|
|
May 19, 2022
Q1 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
49.3KNew |
$4.34M - $4.84M
|
49.3K
$4.22M
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
43.5K+ 23.26% |
$3.83M - $4.27M
|
231K
$19.7M
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
39.6K+ 14.72% |
$3.49M - $3.89M
|
309K
$26.4M
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
30K+ 1235.02% |
$2.65M - $2.95M
|
32.5K
$2.78M
|
|
Apr 20, 2022
Q1 2022
|
Bullseye Investment Management, LLC
|
BUY
|
- |
28.3K+ 80.89% |
$2.49M - $2.77M
|
63.2K
$5.4M
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
27.4K+ 141.88% |
$2.41M - $2.69M
|
46.6K
$3.99M
|
|
Apr 15, 2022
Q1 2022
|
Claremont Financial Group, Inc.
Claremont, CA |
BUY
|
- |
26.2K+ 19525.37% |
$2.3M - $2.57M
|
26.3K
$2.25M
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
24.5K+ 5105.42% |
$2.16M - $2.41M
|
25K
$2.14M
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
22KNew |
$1.94M - $2.16M
|
22K
$1.88M
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
21.2K+ 10.08% |
$1.87M - $2.08M
|
232K
$19.8M
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
19.6KNew |
$1.73M - $1.93M
|
19.6K
$1.68M
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
17.5K+ 421.38% |
$1.54M - $1.72M
|
21.7K
$1.85M
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
16.2K+ 94.33% |
$1.43M - $1.59M
|
33.4K
$2.85M
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
14.4KNew |
$1.27M - $1.41M
|
14.4K
$1.23M
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.6KNew |
$1.19M - $1.33M
|
13.6K
$1.16M
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.8K+ 28.67% |
$1.13M - $1.26M
|
57.4K
$4.9M
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
12.5KNew |
$1.1M - $1.23M
|
12.5K
$1.07M
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
11.5K+ 23.51% |
$1.01M - $1.13M
|
60.4K
$5.16M
|
|
May 13, 2022
Q1 2022
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
11.2KNew |
$988K - $1.1M
|
11.2K
$959K
|
|
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
10.9K+ 29.13% |
$962K - $1.07M
|
48.5K
$4.14M
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
10.6K+ 30.33% |
$931K - $1.04M
|
45.4K
$3.88M
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
BUY
|
- |
9.09KNew |
$800K - $892K
|
9.09K
$776K
|
|
May 09, 2023
Q1 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
8.86KNew |
$780K - $870K
|
8.86K
$757K
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8.47K+ 384.95% |
$746K - $832K
|
10.7K
$912K
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
7.95K+ 22720.0% |
$700K - $781K
|
7.99K
$683K
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.89K+ 8.27% |
$694K - $774K
|
103K
$8.82M
|
|
May 02, 2022
Q1 2022
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
7.27K+ 2.1% |
$640K - $714K
|
354K
$30.2M
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.73KNew |
$593K - $661K
|
6.73K
$575K
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
6.07KNew |
$534K - $596K
|
6.07K
$519K
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.98KNew |
$527K - $587K
|
5.98K
$511K
|
|
May 09, 2022
Q1 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
5.27KNew |
$464K - $517K
|
5.27K
$450K
|
|
May 16, 2022
Q1 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
4.91KNew |
$432K - $482K
|
4.91K
$419K
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
4.76K+ 94.41% |
$419K - $468K
|
9.8K
$838K
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
4.52K+ 11.14% |
$398K - $444K
|
45K
$3.85M
|
|
May 05, 2022
Q1 2022
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
4.51KNew |
$397K - $443K
|
4.51K
$386K
|
|
May 16, 2022
Q1 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
4.45K+ 61.43% |
$391K - $437K
|
11.7K
$999K
|
|
Sep 13, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
4.39K+ 9.73% |
$386K - $431K
|
49.4K
$4.22M
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.6K+ 29.12% |
$317K - $354K
|
16K
$1.36M
|
|
Apr 27, 2022
Q1 2022
|
Wealthpoint, LLC
|
BUY
|
- |
3.48KNew |
$307K - $342K
|
3.48K
$298K
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.21KNew |
$283K - $315K
|
3.21K
$274K
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
BUY
|
- |
3.03KNew |
$267K - $297K
|
3.03K
$259K
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.83KNew |
$249K - $278K
|
2.83K
$242K
|