Purchases and Sales Made in Q2 2022 in Ishares Tr Residential And Mul (REZ)
This table provides information about the institutional ownership of Ishares Tr Residential And Mul (REZ) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
372+ 9.5% |
$28K - $36.9K
|
4.29K
$366K
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
307+ 30.37% |
$23.1K - $30.4K
|
1.32K
$113K
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
300+ 2000.0% |
$22.6K - $29.8K
|
315
$26.9K
|
|
|
Jul 13, 2022
Q2 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
287+ 3.83% |
$21.6K - $28.5K
|
7.77K
$664K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
287New |
$21.6K - $28.5K
|
287
$24.5K
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
265+ 9.29% |
$20K - $26.3K
|
3.12K
$266K
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
243+ 243.0% |
$18.3K - $24.1K
|
343
$29.3K
|
|
|
Jul 20, 2022
Q2 2022
|
Seaview Investment Managers LLC
|
BUY
|
- |
238+ 2.23% |
$17.9K - $23.6K
|
10.9K
$931K
|
|
|
Aug 12, 2022
Q2 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
234+ 5.19% |
$17.6K - $23.2K
|
4.75K
$406K
|
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
225New |
$17K - $22.3K
|
225
$19.2K
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
169+ 6.35% |
$12.7K - $16.8K
|
2.83K
$242K
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
140+ 5.68% |
$10.6K - $13.9K
|
2.6K
$223K
|
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
138+ 0.76% |
$10.4K - $13.7K
|
18.3K
$1.56M
|
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
138+ 0.76% |
$10.4K - $13.7K
|
18.3K
$1.56M
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
94New |
$7.09K - $9.32K
|
94
$8.03K
|
|
|
Jul 20, 2022
Q2 2022
|
Consolidated Capital Management, LLC
|
BUY
|
- |
82+ 3.3% |
$6.18K - $8.13K
|
2.57K
$219K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
61+ 0.91% |
$4.6K - $6.05K
|
6.79K
$581K
|
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
58New |
$4.37K - $5.75K
|
58
$4.96K
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
57New |
$4.3K - $5.65K
|
57
$4.87K
|
|
|
Aug 09, 2022
Q2 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
40+ 0.53% |
$3.02K - $3.97K
|
7.55K
$645K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
20New |
$1.51K - $1.98K
|
20
$1.71K
|
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
18+ 0.43% |
$1.36K - $1.79K
|
4.16K
$355K
|
|
|
Jul 08, 2022
Q2 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
15+ 0.54% |
$1.13K - $1.49K
|
2.79K
$239K
|
|
|
Aug 15, 2022
Q2 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
10New |
$754 - $992
|
10
$855
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
10+ 0.52% |
$754 - $992
|
1.93K
$165K
|
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
BUY
|
- |
8+ 38.1% |
$603 - $793
|
29
$2.48K
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2+ 0.31% |
$151 - $198
|
653
$55.8K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2+ 0.22% |
$151 - $198
|
893
$76.3K
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 0.54% |
$75.4 - $99.2
|
187
$16K
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.86% |
$75.4 - $99.2
|
117
$10K
|
|
|
Jul 29, 2022
Q2 2022
|
Integrity Financial Corp
|
SELL
|
- |
-7- 1.87% |
$528 - $694
|
367
$31.4K
|
|
|
Jul 18, 2022
Q2 2022
|
Courage Miller Partners, LLC
|
SELL
|
- |
-11- 0.1% |
$829 - $1.09K
|
10.9K
$929K
|
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-15Closed |
$1.13K - $1.49K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-45- 0.03% |
$3.39K - $4.46K
|
164K
$14M
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-46Closed |
$3.47K - $4.56K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-74- 2.73% |
$5.58K - $7.34K
|
2.64K
$225K
|
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-75- 5.11% |
$5.65K - $7.44K
|
1.39K
$119K
|
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-91- 1.5% |
$6.86K - $9.03K
|
5.98K
$511K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-106Closed |
$7.99K - $10.5K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-110Closed |
$8.29K - $10.9K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-151Closed |
$11.4K - $15K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-155- 2.1% |
$11.7K - $15.4K
|
7.21K
$616K
|
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-160Closed |
$12.1K - $15.9K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-206- 5.45% |
$15.5K - $20.4K
|
3.57K
$305K
|
|
|
Jul 28, 2022
Q2 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-241- 0.78% |
$18.2K - $23.9K
|
30.8K
$2.64M
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
SELL
|
- |
-287Closed |
$21.6K - $28.5K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Rda Financial Network
|
SELL
|
- |
-321- 7.7% |
$24.2K - $31.8K
|
3.85K
$329K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-383Closed |
$28.9K - $38K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-388- 11.84% |
$29.3K - $38.5K
|
2.89K
$247K
|
|
|
Aug 04, 2022
Q2 2022
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-400Closed |
$30.2K - $39.7K
|
0
$0
|