Purchases and Sales Made in Q1 2025 in Ishares Tr Residential And Mul (REZ)
This table provides information about the institutional ownership of Ishares Tr Residential And Mul (REZ) during Q1 2025. 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 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
333K+ 6736.77% |
$26M - $29.5M
|
338K
$28.2M
|
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
107KNew |
$8.37M - $9.47M
|
107K
$8.94M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
77.5K+ 19.82% |
$6.06M - $6.85M
|
468K
$39.1M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
43.1K+ 22.05% |
$3.37M - $3.81M
|
239K
$19.9M
|
|
|
May 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
29K+ 100.0% |
$2.27M - $2.57M
|
58K
$4.84M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
28.4KNew |
$2.22M - $2.51M
|
28.4K
$2.37M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
22.1K+ 270.04% |
$1.73M - $1.96M
|
30.3K
$2.53M
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
20.5K+ 41.31% |
$1.6M - $1.81M
|
70.2K
$5.86M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
19.3KNew |
$1.51M - $1.71M
|
19.3K
$1.61M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18.3K+ 346.95% |
$1.43M - $1.62M
|
23.6K
$1.97M
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
18.3K+ 6.22% |
$1.43M - $1.62M
|
312K
$26.1M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
12.5KNew |
$980K - $1.11M
|
12.5K
$1.05M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
11.5K+ 22.01% |
$903K - $1.02M
|
64K
$5.35M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
10.1K+ 7.12% |
$787K - $890K
|
151K
$12.6M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.47KNew |
$663K - $750K
|
8.47K
$708K
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
7.92KNew |
$619K - $701K
|
7.92K
$662K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6.41K+ 24.73% |
$501K - $567K
|
32.3K
$2.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
6.29K+ 1.35% |
$492K - $557K
|
472K
$39.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
6.29KNew |
$492K - $556K
|
6.29K
$525K
|
|
|
May 05, 2025
Q1 2025
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
5.11K+ 5.73% |
$399K - $452K
|
94.2K
$7.87M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
4.62K+ 10.61% |
$361K - $409K
|
48.2K
$4.02M
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
4.43KNew |
$347K - $392K
|
4.43K
$370K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.42K+ 5.08% |
$346K - $391K
|
91.4K
$7.63M
|
|
|
Apr 16, 2025
Q1 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
4.13K+ 21.95% |
$323K - $365K
|
22.9K
$1.92M
|
|
|
May 14, 2025
Q1 2025
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
3.98K+ 19.67% |
$311K - $352K
|
24.2K
$2.02M
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
3.91K+ 3.64% |
$305K - $346K
|
111K
$9.28M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.8K+ 40.08% |
$297K - $336K
|
13.3K
$1.11M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.97K+ 10.01% |
$232K - $262K
|
32.6K
$2.72M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.95K+ 401.63% |
$231K - $261K
|
3.69K
$308K
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
2.9K+ 6.15% |
$226K - $256K
|
50K
$4.18M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.89K+ 64.2% |
$226K - $255K
|
7.38K
$617K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.7KNew |
$211K - $239K
|
2.7K
$225K
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
BUY
|
- |
2.63K+ 3.29% |
$206K - $233K
|
82.7K
$6.91M
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
2.59KNew |
$202K - $229K
|
2.59K
$216K
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
2.43KNew |
$190K - $215K
|
2.43K
$203K
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
2.43KNew |
$190K - $215K
|
2.43K
$203K
|
|
|
May 13, 2025
Q1 2025
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
2.41KNew |
$188K - $213K
|
2.41K
$201K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.38KNew |
$186K - $211K
|
2.38K
$199K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
1.63K+ 12.37% |
$127K - $144K
|
14.8K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.19K+ 2.95% |
$93.1K - $105K
|
41.6K
$3.48M
|
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
1.1K+ 6.25% |
$86.3K - $97.7K
|
18.8K
$1.57M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.05K+ 27.28% |
$82.3K - $93.1K
|
4.91K
$410K
|
|
|
Apr 25, 2025
Q1 2025
|
Kendall Capital Management
|
BUY
|
- |
985+ 10.59% |
$77K - $87.2K
|
10.3K
$860K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
909+ 3.76% |
$71.1K - $80.4K
|
25.1K
$2.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
873+ 1.68% |
$68.3K - $77.2K
|
53K
$4.42M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
730+ 5.59% |
$57.1K - $64.6K
|
13.8K
$1.15M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
725+ 7.46% |
$56.7K - $64.1K
|
10.4K
$872K
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
694+ 10.21% |
$54.3K - $61.4K
|
7.49K
$626K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
550+ 100.0% |
$43K - $48.7K
|
1.1K
$91.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
546+ 4.03% |
$42.7K - $48.3K
|
14.1K
$1.18M
|