Purchases and Sales Made in Q1 2023 in Ishares Tr Residential And Mul (REZ)
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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
41+ 0.53% |
$2.67K - $3.19K
|
7.77K
$632K
|
|
|
Jun 27, 2023
Q1 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
41+ 0.55% |
$2.67K - $3.19K
|
7.5K
$611K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
35+ 1.03% |
$2.28K - $2.72K
|
3.44K
$280K
|
|
|
May 10, 2023
Q1 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
35+ 0.54% |
$2.28K - $2.72K
|
6.53K
$532K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
19+ 2.85% |
$1.24K - $1.48K
|
685
$55.8K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
11+ 0.56% |
$717 - $856
|
1.99K
$162K
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
8New |
$522 - $622
|
8
$651
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
5+ 0.11% |
$326 - $389
|
4.66K
$379K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1+ 0.03% |
$65.2 - $77.8
|
3.76K
$306K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.84% |
$65.2 - $77.8
|
120
$9.77K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 0.52% |
$65.2 - $77.8
|
192
$15.6K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-6- 0.02% |
$391 - $467
|
25.7K
$2.09M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-16- 20.78% |
$1.04K - $1.24K
|
61
$4.96K
|
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
SELL
|
- |
-18- 9.33% |
$1.17K - $1.4K
|
175
$14.2K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-20- 2.0% |
$1.3K - $1.56K
|
979
$79.7K
|
|
|
Nov 14, 2024
Q1 2023
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-20- 0.07% |
$1.3K - $1.56K
|
26.7K
$2.17M
|
|
|
May 11, 2023
Q1 2023
|
Seaview Investment Managers LLC
|
SELL
|
- |
-21- 0.59% |
$1.37K - $1.63K
|
3.55K
$289K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-25- 2.9% |
$1.63K - $1.95K
|
836
$68K
|
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
SELL
|
- |
-31- 0.9% |
$2.02K - $2.41K
|
3.43K
$279K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-33- 12.41% |
$2.15K - $2.57K
|
233
$19K
|
|
|
May 04, 2023
Q1 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-61- 1.57% |
$3.98K - $4.75K
|
3.82K
$311K
|
|
|
May 03, 2023
Q1 2023
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-78- 0.11% |
$5.09K - $6.07K
|
73.7K
$6M
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
SELL
|
- |
-100- 16.67% |
$6.52K - $7.78K
|
500
$40.7K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-119- 44.74% |
$7.76K - $9.26K
|
147
$12K
|
|
|
Apr 18, 2023
Q1 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-130- 1.79% |
$8.48K - $10.1K
|
7.14K
$581K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-161- 3.51% |
$10.5K - $12.5K
|
4.43K
$360K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-328- 6.9% |
$21.4K - $25.5K
|
4.43K
$360K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-343- 82.06% |
$22.4K - $26.7K
|
75
$6.1K
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-375- 5.46% |
$24.5K - $29.2K
|
6.49K
$528K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-455- 10.34% |
$29.7K - $35.4K
|
3.95K
$321K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-463- 0.42% |
$30.2K - $36K
|
109K
$8.88M
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-495- 3.67% |
$32.3K - $38.5K
|
13K
$1.06M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-520- 12.52% |
$33.9K - $40.5K
|
3.63K
$296K
|
|
|
May 10, 2023
Q1 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-529- 0.77% |
$34.5K - $41.2K
|
67.8K
$5.51M
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-571- 10.7% |
$37.2K - $44.4K
|
4.76K
$388K
|
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-796- 9.97% |
$51.9K - $61.9K
|
7.19K
$585K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-917- 3.94% |
$59.8K - $71.3K
|
22.4K
$1.82M
|
|
|
Apr 21, 2023
Q1 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-931- 9.15% |
$60.7K - $72.4K
|
9.24K
$752K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1K- 12.35% |
$65.2K - $77.8K
|
7.1K
$578K
|
|
|
Apr 26, 2023
Q1 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-1.1K- 3.31% |
$72K - $85.9K
|
32.3K
$2.63M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.16K- 11.02% |
$75.7K - $90.3K
|
9.37K
$763K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.18K- 20.44% |
$76.9K - $91.7K
|
4.59K
$373K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.35K- 2.79% |
$88.3K - $105K
|
47.2K
$3.84M
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.36K- 18.54% |
$88.9K - $106K
|
5.99K
$487K
|
|
|
May 09, 2023
Q1 2023
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-1.41K- 14.2% |
$91.6K - $109K
|
8.49K
$691K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.55K- 6.36% |
$101K - $120K
|
22.8K
$1.85M
|
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-1.8K- 42.29% |
$117K - $140K
|
2.46K
$200K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.26K- 2.43% |
$147K - $176K
|
90.6K
$7.37M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.52K- 2.62% |
$164K - $196K
|
93.7K
$7.63M
|