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 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-1.17K- 14.46% |
$91.7K - $104K
|
6.93K
$579K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.35K- 0.88% |
$105K - $119K
|
152K
$12.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.5K- 16.97% |
$117K - $133K
|
7.35K
$614K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.5K- 4.17% |
$118K - $133K
|
34.5K
$2.88M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.51K- 10.19% |
$118K - $134K
|
13.3K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-2.42K- 2.35% |
$189K - $214K
|
101K
$8.4M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-2.46K- 0.81% |
$192K - $218K
|
301K
$25.1M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-2.96K- 33.96% |
$231K - $262K
|
5.75K
$480K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.82K- 43.15% |
$377K - $427K
|
6.35K
$531K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-5.23K- 3.37% |
$409K - $462K
|
150K
$12.5M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.26K- 3.17% |
$411K - $465K
|
161K
$13.4M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-7.53K- 22.76% |
$589K - $666K
|
25.5K
$2.13M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.93K- 40.04% |
$620K - $702K
|
11.9K
$992K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-9.86K- 78.68% |
$771K - $872K
|
2.67K
$223K
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-10.2K- 30.48% |
$799K - $904K
|
23.3K
$1.95M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-11K- 19.52% |
$860K - $973K
|
45.3K
$3.79M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-15.7K- 30.83% |
$1.23M - $1.39M
|
35.2K
$2.94M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-16.7K- 51.13% |
$1.31M - $1.48M
|
16K
$1.33M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-25.1K- 57.73% |
$1.96M - $2.22M
|
18.4K
$1.54M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-29.1K- 39.17% |
$2.27M - $2.57M
|
45.1K
$3.77M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-29.5K- 56.69% |
$2.31M - $2.61M
|
22.6K
$1.89M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-30.4K- 74.27% |
$2.37M - $2.69M
|
10.5K
$879K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-41.6K- 30.87% |
$3.25M - $3.68M
|
93.2K
$7.78M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-73K- 46.52% |
$5.71M - $6.46M
|
84K
$7.01M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-82.9K- 45.85% |
$6.48M - $7.33M
|
97.9K
$8.18M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-333K- 98.55% |
$26M - $29.5M
|
4.91K
$410K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-1.07M- 99.95% |
$83.6M - $94.6M
|
572
$47.8K
|
|
|
May 13, 2025
Q1 2025
|
Menora Mivtachim Holdings Ltd.
|
SELL
|
- |
-1.27M- 99.33% |
$99M - $112M
|
8.5K
$710K
|