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 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
519+ 9.3% |
$40.6K - $45.9K
|
6.1K
$510K
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
428+ 2.41% |
$33.5K - $37.9K
|
18.2K
$1.52M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
396+ 12.97% |
$31K - $35K
|
3.45K
$288K
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
392+ 14.51% |
$30.7K - $34.7K
|
3.09K
$258K
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
366+ 14.47% |
$28.6K - $32.4K
|
2.9K
$242K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
200New |
$15.6K - $17.7K
|
200
$16.7K
|
|
|
May 09, 2025
Q1 2025
|
Bard Associates Inc
Chicago, IL |
BUY
|
- |
188+ 2.61% |
$14.7K - $16.6K
|
7.39K
$617K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
185+ 31.36% |
$14.5K - $16.4K
|
775
$64.7K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
171+ 8.47% |
$13.4K - $15.1K
|
2.19K
$183K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
167New |
$13.1K - $14.8K
|
167
$14K
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
152New |
$11.9K - $13.4K
|
152
$12.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
59+ 0.51% |
$4.61K - $5.22K
|
11.7K
$974K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
51+ 1.82% |
$3.99K - $4.51K
|
2.85K
$238K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
50+ 14.04% |
$3.91K - $4.42K
|
406
$33.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
31New |
$2.42K - $2.74K
|
31
$2.59K
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
21+ 0.31% |
$1.64K - $1.86K
|
6.71K
$560K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
20New |
$1.56K - $1.77K
|
20
$1.67K
|
|
|
Apr 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
20+ 0.44% |
$1.56K - $1.77K
|
4.56K
$381K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
17New |
$1.33K - $1.5K
|
17
$1.42K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
16+ 3.33% |
$1.25K - $1.42K
|
496
$41.4K
|
|
|
May 01, 2025
Q1 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
13+ 0.41% |
$1.02K - $1.15K
|
3.16K
$264K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
12+ 0.38% |
$939 - $1.06K
|
3.18K
$266K
|
|
|
Apr 21, 2025
Q1 2025
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
8+ 0.04% |
$626 - $708
|
19.8K
$1.66M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2+ 0.07% |
$156 - $177
|
3.04K
$254K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1New |
$78.2 - $88.5
|
1
$83.5
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1+ 0.42% |
$78.2 - $88.5
|
237
$19.8K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 0.89% |
$78.2 - $88.5
|
113
$9.44K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-16- 0.25% |
$1.25K - $1.42K
|
6.38K
$533K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-44- 1.43% |
$3.44K - $3.89K
|
3.03K
$253K
|
|
|
Apr 22, 2025
Q1 2025
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-114- 0.84% |
$8.92K - $10.1K
|
13.5K
$1.12M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-117- 6.97% |
$9.15K - $10.4K
|
1.56K
$130K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-150- 2.13% |
$11.7K - $13.3K
|
6.9K
$577K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-153- 69.86% |
$12K - $13.5K
|
66
$5.51K
|
|
|
Apr 09, 2025
Q1 2025
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-165- 0.47% |
$12.9K - $14.6K
|
35K
$2.92M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-200- 50.0% |
$15.6K - $17.7K
|
200
$16.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-265- 6.38% |
$20.7K - $23.4K
|
3.89K
$325K
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-399- 4.92% |
$31.2K - $35.3K
|
7.71K
$644K
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-471- 7.8% |
$36.8K - $41.7K
|
5.57K
$465K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-550- 50.0% |
$43K - $48.7K
|
550
$45.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
SELL
|
- |
-587- 2.18% |
$45.9K - $51.9K
|
26.4K
$2.2M
|
|
|
May 14, 2025
Q1 2025
|
M Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-587- 4.17% |
$45.9K - $51.9K
|
13.5K
$1.13M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-643- 17.93% |
$50.3K - $56.9K
|
2.94K
$246K
|
|
|
Apr 16, 2025
Q1 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-712- 2.41% |
$55.7K - $63K
|
28.9K
$2.41M
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-738- 2.93% |
$57.7K - $65.3K
|
24.4K
$2.04M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-743- 3.11% |
$58.1K - $65.7K
|
23.1K
$1.93M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-859- 5.21% |
$67.2K - $76K
|
15.6K
$1.31M
|
|
|
May 14, 2025
Q1 2025
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.01K- 1.79% |
$79.1K - $89.5K
|
55.4K
$4.62M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.05K- 25.24% |
$82.4K - $93.2K
|
3.12K
$261K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.15K- 1.96% |
$89.8K - $102K
|
57.5K
$4.8M
|