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
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.97K- 15.51% |
$193K - $231K
|
16.2K
$1.31M
|
|
|
Apr 05, 2023
Q1 2023
|
Bts Asset Management, Inc.
|
SELL
|
- |
-3.03K- 43.85% |
$198K - $236K
|
3.88K
$316K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.12K- 11.64% |
$269K - $321K
|
31.3K
$2.55M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.09K- 6.66% |
$397K - $474K
|
85.4K
$6.95M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.75K- 99.77% |
$505K - $603K
|
18
$1.47K
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-8.95K- 86.92% |
$583K - $696K
|
1.35K
$110K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-14.7K- 24.32% |
$955K - $1.14M
|
45.6K
$3.71M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.8K- 30.13% |
$968K - $1.16M
|
34.4K
$2.8M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-19.1K- 4.49% |
$1.25M - $1.49M
|
407K
$33.1M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-20.5K- 21.78% |
$1.33M - $1.59M
|
73.5K
$5.98M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-25.9K- 96.65% |
$1.69M - $2.02M
|
898
$73.1K
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-62.8K- 40.78% |
$4.1M - $4.89M
|
91.3K
$7.43M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-62.8K- 40.78% |
$4.1M - $4.89M
|
91.3K
$7.43M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-74.8K- 24.33% |
$4.88M - $5.82M
|
233K
$18.9M
|