Purchases and Sales Made in Q2 2021 in Ishares Tr Residential And Mul (REZ)
This table provides information about the institutional ownership of Ishares Tr Residential And Mul (REZ) during Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
261KNew |
$19.6M - $22.1M
|
261K
$22.3M
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
173KNew |
$13M - $14.7M
|
173K
$14.8M
|
|
Aug 04, 2021
Q2 2021
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
104K+ 149.1% |
$7.83M - $8.82M
|
174K
$14.8M
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
57.6K+ 110.46% |
$4.34M - $4.89M
|
110K
$9.38M
|
|
Jul 22, 2021
Q2 2021
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
34.2KNew |
$2.57M - $2.9M
|
34.2K
$2.92M
|
|
Aug 06, 2021
Q2 2021
|
Mainstay Capital Management LLC
|
BUY
|
- |
28.3KNew |
$2.13M - $2.4M
|
28.3K
$2.41M
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
20.7K+ 27.32% |
$1.56M - $1.76M
|
96.5K
$8.24M
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
20.4K+ 90.57% |
$1.54M - $1.73M
|
42.9K
$3.67M
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
18.5K+ 8.31% |
$1.4M - $1.57M
|
242K
$20.7M
|
|
Aug 16, 2021
Q2 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
17.1K+ 6.73% |
$1.29M - $1.45M
|
272K
$23.2M
|
|
Aug 11, 2021
Q2 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.9K+ 180.79% |
$1.12M - $1.26M
|
23.1K
$1.97M
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.5K+ 68.98% |
$868K - $977K
|
28.2K
$2.41M
|
|
Jul 30, 2021
Q2 2021
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
10.6K+ 3.0% |
$796K - $897K
|
363K
$31M
|
|
Aug 06, 2021
Q2 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
10.4K+ 5.76% |
$784K - $883K
|
191K
$16.3M
|
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.1KNew |
$757K - $853K
|
10.1K
$859K
|
|
Aug 16, 2021
Q2 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
10K+ 89.01% |
$753K - $848K
|
21.2K
$1.81M
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
9.86K+ 57.39% |
$743K - $837K
|
27.1K
$2.31M
|
|
Aug 16, 2021
Q2 2021
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
8.33K+ 65.59% |
$627K - $706K
|
21K
$1.8M
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.82K+ 58.69% |
$589K - $663K
|
21.1K
$1.81M
|
|
Aug 16, 2021
Q2 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.75K+ 26.71% |
$583K - $657K
|
36.8K
$3.14M
|
|
Jul 28, 2021
Q2 2021
|
Pfg Advisors
|
BUY
|
- |
7.41KNew |
$558K - $629K
|
7.41K
$633K
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.56K+ 11.27% |
$419K - $472K
|
54.9K
$4.69M
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
BUY
|
- |
5.16K+ 2.66% |
$389K - $438K
|
199K
$17M
|
|
Aug 16, 2021
Q2 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
5KNew |
$377K - $424K
|
5K
$427K
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.5K+ 5.96% |
$339K - $382K
|
80K
$6.84M
|
|
Jul 23, 2021
Q2 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
4.17KNew |
$314K - $354K
|
4.17K
$356K
|
|
Jul 13, 2021
Q2 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
3.94K+ 263.33% |
$297K - $334K
|
5.44K
$465K
|
|
Aug 17, 2021
Q2 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.87K+ 27.07% |
$292K - $329K
|
18.2K
$1.55M
|
|
Jul 29, 2021
Q2 2021
|
Brown Advisory Inc
|
BUY
|
- |
3.53K+ 9.81% |
$266K - $299K
|
39.5K
$3.37M
|
|
Aug 12, 2021
Q2 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
3.38KNew |
$255K - $287K
|
3.38K
$289K
|
|
Jul 28, 2021
Q2 2021
|
Camelot Portfolios, LLC
|
BUY
|
- |
3.19KNew |
$240K - $271K
|
3.19K
$273K
|
|
Jul 30, 2021
Q2 2021
|
Kendall Capital Management
|
BUY
|
- |
3.02K+ 45.75% |
$228K - $256K
|
9.63K
$823K
|
|
Aug 12, 2021
Q2 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
2.99KNew |
$226K - $254K
|
2.99K
$256K
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.71KNew |
$204K - $230K
|
2.71K
$231K
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
2.63KNew |
$198K - $223K
|
2.63K
$225K
|
|
Aug 13, 2021
Q2 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.55KNew |
$192K - $216K
|
2.55K
$217K
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
2.42KNew |
$182K - $205K
|
2.42K
$207K
|
|
Aug 12, 2021
Q2 2021
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
2.19K+ 3.2% |
$165K - $186K
|
70.8K
$6.05M
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
1.95K+ 26.51% |
$147K - $166K
|
9.32K
$797K
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.91K+ 13.49% |
$144K - $162K
|
16K
$1.37M
|
|
Aug 12, 2021
Q2 2021
|
Simplex Trading, LLC
|
BUY
|
- |
1.62KNew |
$122K - $138K
|
1.62K
$139K
|
|
Jul 08, 2021
Q2 2021
|
Rvw Wealth, LLC
|
BUY
|
- |
1.46K+ 38.96% |
$110K - $124K
|
5.22K
$446K
|
|
Aug 02, 2021
Q2 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1.2K+ 17.43% |
$90.7K - $102K
|
8.11K
$693K
|
|
Aug 12, 2021
Q2 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.2KNew |
$90.4K - $102K
|
1.2K
$103K
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.12K+ 11.14% |
$84.5K - $95.2K
|
11.2K
$956K
|
|
Aug 16, 2021
Q2 2021
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.04KNew |
$78.2K - $88.1K
|
1.04K
$88.7K
|
|
Aug 11, 2021
Q2 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
977+ 11.26% |
$73.6K - $82.9K
|
9.66K
$825K
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
931+ 99.57% |
$70.1K - $79K
|
1.87K
$159K
|
|
Jul 13, 2021
Q2 2021
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
576+ 15.78% |
$43.4K - $48.9K
|
4.23K
$361K
|
|
Aug 13, 2021
Q2 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
489New |
$36.8K - $41.5K
|
489
$41.8K
|