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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
34+ 0.44% |
$2.3K - $2.53K
|
7.73K
$629K
|
|
|
Apr 29, 2024
Q1 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
34+ 0.43% |
$2.3K - $2.53K
|
8K
$651K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
29New |
$1.96K - $2.16K
|
29
$2.36K
|
|
|
Nov 14, 2024
Q1 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
24+ 0.09% |
$1.62K - $1.79K
|
25.7K
$2.09M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
16+ 0.33% |
$1.08K - $1.19K
|
4.84K
$394K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
14+ 0.46% |
$947 - $1.04K
|
3.08K
$250K
|
|
|
May 13, 2024
Q1 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
14+ 0.46% |
$947 - $1.04K
|
3.09K
$251K
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
12+ 0.14% |
$812 - $893
|
8.71K
$709K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
8+ 0.07% |
$541 - $596
|
11.2K
$914K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
8New |
$541 - $596
|
8
$651
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
7New |
$474 - $521
|
7
$570
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
BUY
|
- |
6+ 0.19% |
$406 - $447
|
3.14K
$255K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.32% |
$67.7 - $74.5
|
309
$25.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-6- 0.08% |
$406 - $447
|
7.59K
$618K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-30- 49.18% |
$2.03K - $2.23K
|
31
$2.52K
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-34- 0.49% |
$2.3K - $2.53K
|
6.84K
$556K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-58- 20.49% |
$3.92K - $4.32K
|
225
$18.3K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-81- 1.71% |
$5.48K - $6.03K
|
4.65K
$378K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-133- 0.92% |
$9K - $9.9K
|
14.4K
$1.17M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-185- 8.0% |
$12.5K - $13.8K
|
2.13K
$173K
|
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-190- 0.74% |
$12.9K - $14.1K
|
25.6K
$2.09M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-288- 6.63% |
$19.5K - $21.4K
|
4.05K
$330K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-298- 3.29% |
$20.2K - $22.2K
|
8.77K
$714K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-310- 22.98% |
$21K - $23.1K
|
1.04K
$84.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-315- 7.74% |
$21.3K - $23.5K
|
3.76K
$306K
|
|
|
May 14, 2024
Q1 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-339- 0.55% |
$22.9K - $25.2K
|
60.9K
$4.95M
|
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-417- 7.22% |
$28.2K - $31K
|
5.36K
$436K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-467- 6.98% |
$31.6K - $34.8K
|
6.23K
$507K
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-508- 2.87% |
$34.4K - $37.8K
|
17.2K
$1.4M
|
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-894- 28.31% |
$60.5K - $66.6K
|
2.26K
$184K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-912- 23.3% |
$61.7K - $67.9K
|
3K
$244K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.42K- 6.6% |
$96.1K - $106K
|
20.1K
$1.64M
|
|
|
Apr 23, 2024
Q1 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-1.49K- 10.15% |
$101K - $111K
|
13.2K
$1.07M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.6K- 2.01% |
$108K - $119K
|
77.9K
$6.34M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.77K- 13.02% |
$120K - $132K
|
11.9K
$965K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.79K- 97.81% |
$121K - $133K
|
40
$3.26K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.17K- 0.59% |
$147K - $161K
|
362K
$29.5M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.17K- 0.59% |
$147K - $161K
|
362K
$29.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
SELL
|
- |
-2.37K- 35.66% |
$160K - $177K
|
4.28K
$348K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.91K- 33.42% |
$197K - $217K
|
5.81K
$472K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-3.14K- 99.56% |
$212K - $234K
|
14
$1.14K
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.96K- 28.18% |
$268K - $295K
|
10.1K
$822K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4K- 74.49% |
$271K - $298K
|
1.37K
$112K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.06K- 4.29% |
$477K - $525K
|
157K
$12.8M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.81K- 9.82% |
$528K - $581K
|
71.7K
$5.84M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.38K- 28.07% |
$567K - $624K
|
21.5K
$1.75M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.38K- 6.05% |
$634K - $698K
|
146K
$11.8M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-11.2K- 13.99% |
$755K - $831K
|
68.6K
$5.58M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-16.9K- 26.86% |
$1.14M - $1.26M
|
46.1K
$3.75M
|