Purchases and Sales Made in Q1 2024 in Ishares Tr Residential And Mul (REZ)
This table provides information about the institutional ownership of Ishares Tr Residential And Mul (REZ) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
48.6K+ 15.48% |
$3.29M - $3.62M
|
362K
$29.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
BUY
|
- |
33.5KNew |
$2.27M - $2.5M
|
33.5K
$2.73M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
32.3KNew |
$2.19M - $2.41M
|
32.3K
$2.63M
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
29KNew |
$1.96M - $2.16M
|
29K
$2.36M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
26.4KNew |
$1.79M - $1.97M
|
26.4K
$2.15M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
23.2K+ 5.27% |
$1.57M - $1.72M
|
463K
$37.6M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
21.6K+ 5.01% |
$1.46M - $1.61M
|
453K
$36.8M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16.8KNew |
$1.14M - $1.25M
|
16.8K
$1.37M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
16.5K+ 9.87% |
$1.12M - $1.23M
|
184K
$14.9M
|
|
|
May 02, 2024
Q1 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
16K+ 3.6% |
$1.08M - $1.19M
|
459K
$37.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
14.1KNew |
$952K - $1.05M
|
14.1K
$1.14M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
13.2K+ 14.57% |
$890K - $979K
|
103K
$8.41M
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
12.5K+ 11.64% |
$845K - $929K
|
120K
$9.74M
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
11.9K+ 34.3% |
$807K - $888K
|
46.7K
$3.8M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
11.2KNew |
$755K - $831K
|
11.2K
$908K
|
|
|
May 13, 2024
Q1 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
10.3KNew |
$700K - $770K
|
10.3K
$841K
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
9.53K+ 7.36% |
$645K - $709K
|
139K
$11.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
8.5K+ 71.34% |
$575K - $632K
|
20.4K
$1.66M
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
6.96KNew |
$471K - $518K
|
6.96K
$566K
|
|
|
Apr 26, 2024
Q1 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
6.26K+ 16.62% |
$424K - $466K
|
43.9K
$3.57M
|
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
6.2K+ 6.79% |
$419K - $461K
|
97.5K
$7.93M
|
|
|
May 14, 2024
Q1 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
6.15K+ 85.0% |
$416K - $458K
|
13.4K
$1.09M
|
|
|
May 15, 2024
Q1 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
6KNew |
$406K - $447K
|
6K
$488K
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
4.63KNew |
$313K - $345K
|
4.63K
$377K
|
|
|
Apr 29, 2024
Q1 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
3.24K+ 4.53% |
$219K - $241K
|
74.7K
$6.08M
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
3KNew |
$203K - $223K
|
3K
$244K
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.83K+ 9.43% |
$192K - $211K
|
32.9K
$2.67M
|
|
|
Apr 26, 2024
Q1 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
2.79K+ 8.56% |
$189K - $208K
|
35.4K
$2.88M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.17K+ 2.71% |
$147K - $162K
|
82.1K
$6.68M
|
|
|
May 09, 2024
Q1 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
1.89K+ 5.96% |
$128K - $141K
|
33.7K
$2.74M
|
|
|
May 03, 2024
Q1 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
1.76K+ 25.21% |
$119K - $131K
|
8.76K
$712K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.57K+ 6.92% |
$106K - $117K
|
24.3K
$1.98M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.4K+ 191.51% |
$94.6K - $104K
|
2.13K
$173K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.29KNew |
$87.5K - $96.3K
|
1.29K
$105K
|
|
|
Apr 30, 2024
Q1 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
1.23K+ 11.02% |
$83K - $91.3K
|
12.3K
$1M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.09K+ 38.24% |
$74K - $81.4K
|
3.96K
$322K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.07K+ 13.8% |
$72.6K - $79.9K
|
8.85K
$720K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
440+ 5.32% |
$29.8K - $32.8K
|
8.71K
$709K
|
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
BUY
|
- |
333+ 1.7% |
$22.5K - $24.8K
|
19.9K
$1.62M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
318+ 0.8% |
$21.5K - $23.7K
|
40K
$3.25M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
302+ 0.5% |
$20.4K - $22.5K
|
60.9K
$4.96M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
242+ 6.51% |
$16.4K - $18K
|
3.96K
$322K
|
|
|
Apr 15, 2024
Q1 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
233+ 1.05% |
$15.8K - $17.3K
|
22.5K
$1.83M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
232+ 2.33% |
$15.7K - $17.3K
|
10.2K
$831K
|
|
|
May 10, 2024
Q1 2024
|
Kendall Capital Management
|
BUY
|
- |
214+ 2.03% |
$14.5K - $15.9K
|
10.7K
$874K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
109+ 0.07% |
$7.37K - $8.12K
|
157K
$12.8M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
108+ 3.62% |
$7.31K - $8.04K
|
3.09K
$252K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
66New |
$4.47K - $4.91K
|
66
$5.37K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
52New |
$3.52K - $3.87K
|
52
$4.23K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
51+ 8.03% |
$3.45K - $3.8K
|
686
$55.8K
|