Purchases and Sales Made in Q1 2023 in Ishares Tr Residential And Mul (REZ)

REZ Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr Residential And Mul (REZ) during Q1 2023. 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
Jun 05, 2023 Q1 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
400K
New
$26.1M - $31.1M
400K $32.6M
May 12, 2023 Q1 2023
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
40.8K
+ 11.58%
$2.66M - $3.17M
393K $32M
May 15, 2023 Q1 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
37.8K
+ 7.82%
$2.47M - $2.94M
521K $42.4M
May 16, 2023 Q1 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
29.6K
+ 285.87%
$1.93M - $2.3M
39.9K $3.25M
May 11, 2023 Q1 2023
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
27.8K
+ 123.84%
$1.81M - $2.16M
50.2K $4.08M
Apr 24, 2023 Q1 2023
Mc Adam, LLC

BUY
 -
26.2K
New
$1.71M - $2.04M
26.2K $2.13M
Apr 14, 2023 Q1 2023
H&H Retirement Design & Management Inc

BUY
 -
20.2K
New
$1.32M - $1.57M
20.2K $1.64M
May 04, 2023 Q1 2023
Cx Institutional

BUY
 -
11.1K
New
$726K - $866K
11.1K $906K
May 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

BUY
 -
10.1K
+ 9.29%
$659K - $786K
119K $9.67M
May 15, 2023 Q1 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
9.51K
+ 265.31%
$620K - $740K
13.1K $1.07M
Sep 06, 2023 Q1 2023
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
7.11K
New
$464K - $553K
7.11K $579K
May 15, 2023 Q1 2023
Menora Mivtachim Holdings Ltd.

BUY
 -
7K
New
$456K - $545K
7K $570K
May 03, 2023 Q1 2023
Arkansas Financial Group, Inc.

BUY
 -
6.36K
+ 44.08%
$415K - $495K
20.8K $1.69M
May 02, 2023 Q1 2023
Franklin, Parlapiano, Turner & Welch, LLC

BUY
 -
6.14K
+ 1.55%
$400K - $478K
403K $32.8M
May 04, 2023 Q1 2023
Castle Wealth Management LLC

BUY
 -
5.47K
+ 14.35%
$357K - $426K
43.6K $3.55M
May 12, 2023 Q1 2023
Gsa Capital Partners LLP

London, X0
BUY
 -
5.41K
New
$352K - $421K
5.41K $440K
May 09, 2023 Q1 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
5.2K
+ 29.87%
$339K - $404K
22.6K $1.84M
May 15, 2023 Q1 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
5.19K
New
$338K - $404K
5.19K $422K
Jun 13, 2024 Q1 2023
Bank Of Montreal

Toronto, A6
BUY
 -
4.67K
+ 340.7%
$305K - $363K
6.04K $492K
Apr 18, 2023 Q1 2023
Tap Consulting, LLC

BUY
 -
4.22K
+ 22.17%
$275K - $328K
23.3K $1.89M
Apr 20, 2023 Q1 2023
Avestar Capital, LLC

BUY
 -
3.56K
+ 10.56%
$232K - $277K
37.2K $3.03M
May 15, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
3.44K
New
$224K - $268K
3.44K $280K
May 09, 2023 Q1 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
3.28K
New
$214K - $255K
3.28K $267K
May 04, 2023 Q1 2023
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
3.23K
+ 19.57%
$211K - $251K
19.7K $1.61M
Apr 18, 2023 Q1 2023
Connecticut Wealth Management, LLC

BUY
 -
2.87K
New
$187K - $223K
2.87K $234K
May 05, 2023 Q1 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
2.59K
+ 34.95%
$169K - $202K
10K $815K
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

BUY
 -
2.41K
+ 6.88%
$157K - $188K
37.5K $3.05M
May 15, 2023 Q1 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
2.39K
+ 47.98%
$156K - $186K
7.37K $599K
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
2.39K
New
$156K - $186K
2.39K $194K
May 09, 2023 Q1 2023
Aptus Capital Advisors, LLC

BUY
 -
2.31K
New
$150K - $179K
2.31K $188K
Oct 12, 2023 Q1 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
2.04K
New
$133K - $159K
2.04K $166K
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
1.83K
+ 12.96%
$119K - $142K
15.9K $1.3M
Dec 13, 2023 Q1 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
1.72K
+ 8.65%
$112K - $134K
21.6K $1.76M
May 12, 2023 Q1 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
1.72K
+ 8.65%
$112K - $134K
21.6K $1.76M
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
1.64K
New
$107K - $128K
1.64K $134K
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

BUY
 -
1.5K
+ 21.9%
$98K - $117K
8.37K $681K
May 16, 2023 Q1 2023
Colony Group LLC

Boston, MA
BUY
 -
922
+ 5.95%
$60.1K - $71.7K
16.4K $1.34M
Apr 26, 2023 Q1 2023
Acorn Financial Advisory Services Inc

BUY
 -
865
+ 3.87%
$56.4K - $67.3K
23.2K $1.89M
May 12, 2023 Q1 2023
Mariner, LLC

Overland Park, KS
BUY
 -
849
+ 19.5%
$55.4K - $66.1K
5.2K $423K
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
555
+ 0.32%
$36.2K - $43.2K
174K $14.2M
May 11, 2023 Q1 2023
Kendall Capital Management

BUY
 -
341
+ 3.48%
$22.2K - $26.5K
10.1K $825K
Apr 25, 2023 Q1 2023
Jb Capital LLC

BUY
 -
284
+ 9.06%
$18.5K - $22.1K
3.42K $278K
Jun 14, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
161
+ 3.64%
$10.5K - $12.5K
4.59K $373K
May 12, 2023 Q1 2023
Bard Associates Inc

Chicago, IL
BUY
 -
125
+ 4.12%
$8.15K - $9.73K
3.16K $257K
May 17, 2023 Q1 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
100
New
$6.52K - $7.78K
100 $8.14K
May 10, 2023 Q1 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
92
New
$6K - $7.16K
92 $7.49K
May 15, 2023 Q1 2023
Partners Capital Investment Group, LLP

Boston, MA
BUY
 -
78
+ 0.53%
$5.09K - $6.07K
14.7K $1.2M
May 15, 2023 Q1 2023
Lake Street Advisors Group, LLC

BUY
 -
78
+ 0.53%
$5.09K - $6.07K
14.7K $1.2M
Apr 20, 2023 Q1 2023
Pfg Advisors

BUY
 -
73
+ 0.52%
$4.76K - $5.68K
14.1K $1.15M

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