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 |
---|---|---|---|---|---|---|---|
Jul 19, 2022
Q2 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-400Closed |
$30.2K - $39.7K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-400Closed |
$30.2K - $39.7K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-425Closed |
$32K - $42.2K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-443- 0.59% |
$33.4K - $43.9K
|
74K
$6.03M
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-582- 8.1% |
$43.9K - $57.7K
|
6.61K
$538K
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-636- 0.62% |
$47.9K - $63.1K
|
103K
$8.35M
|
|
Aug 09, 2022
Q2 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-811Closed |
$61.1K - $80.4K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.25KClosed |
$94.3K - $124K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.38K- 30.89% |
$104K - $137K
|
3.09K
$251K
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.63K- 31.09% |
$123K - $161K
|
3.6K
$293K
|
|
Aug 12, 2022
Q2 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.67K- 2.37% |
$126K - $166K
|
68.8K
$5.6M
|
|
Aug 10, 2022
Q2 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-1.72K- 3.62% |
$129K - $170K
|
45.7K
$3.72M
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.96K- 17.58% |
$148K - $194K
|
9.19K
$748K
|
|
Jul 12, 2022
Q2 2022
|
Iam Advisory, LLC
|
SELL
|
- |
-2.12KClosed |
$160K - $210K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-2.13KClosed |
$160K - $211K
|
0
$0
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-2.3KClosed |
$173K - $228K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.33KClosed |
$176K - $231K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-2.34KClosed |
$176K - $232K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.37K- 14.81% |
$178K - $235K
|
13.6K
$1.11M
|
|
Aug 09, 2022
Q2 2022
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-2.38KClosed |
$179K - $236K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Ifg Advisors, LLC
|
SELL
|
- |
-2.39KClosed |
$180K - $237K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.49K- 4.33% |
$187K - $247K
|
54.9K
$4.47M
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.83KClosed |
$213K - $280K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.86K- 27.12% |
$215K - $283K
|
7.68K
$625K
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.88KClosed |
$217K - $286K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3K- 27.03% |
$226K - $298K
|
8.1K
$659K
|
|
Aug 08, 2022
Q2 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-3.01K- 99.44% |
$227K - $299K
|
17
$1.38K
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
SELL
|
- |
-3.03KClosed |
$228K - $300K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.03K- 1.69% |
$229K - $301K
|
176K
$14.4M
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-3.21KClosed |
$242K - $318K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Camelot Portfolios, LLC
|
SELL
|
- |
-3.39KClosed |
$255K - $336K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-3.48KClosed |
$263K - $345K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-3.65KClosed |
$275K - $362K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-4.51KClosed |
$340K - $448K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-4.53KClosed |
$342K - $450K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Kendall Capital Management
|
SELL
|
- |
-4.57K- 32.78% |
$344K - $453K
|
9.37K
$762K
|
|
Aug 15, 2022
Q2 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-5.1KClosed |
$384K - $506K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-5.27KClosed |
$397K - $523K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5.9K- 81.65% |
$445K - $585K
|
1.33K
$108K
|
|
Jul 13, 2022
Q2 2022
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-6.29K- 49.73% |
$474K - $623K
|
6.35K
$517K
|
|
Aug 12, 2022
Q2 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-6.76KClosed |
$510K - $671K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-7.2KClosed |
$542K - $714K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.99KClosed |
$602K - $792K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-8.46K- 79.29% |
$638K - $839K
|
2.21K
$180K
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
SELL
|
- |
-9.09KClosed |
$685K - $901K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-9.2K- 5.29% |
$694K - $912K
|
165K
$13.4M
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-9.8KClosed |
$739K - $972K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-11.2KClosed |
$846K - $1.11M
|
0
$0
|
|
Nov 14, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-11.9K- 24.59% |
$898K - $1.18M
|
36.5K
$2.97M
|
|
Aug 05, 2022
Q2 2022
|
Mainstay Capital Management LLC
|
SELL
|
- |
-12.6KClosed |
$950K - $1.25M
|
0
$0
|