Purchases and Sales Made in Q2 2023 in Ishares Tr Residential And Mul (REZ)
This table provides information about the institutional ownership of Ishares Tr Residential And Mul (REZ) during Q2 2023. 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 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
44.5KNew |
$3.05M - $3.26M
|
44.5K
$3.96M
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
40.8K+ 10.36% |
$2.79M - $2.99M
|
434K
$38.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
35.8K+ 15.41% |
$2.46M - $2.63M
|
269K
$23.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
32.1K+ 6.17% |
$2.2M - $2.36M
|
553K
$49.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
28.8K+ 220.02% |
$1.97M - $2.11M
|
41.9K
$3.73M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
27.7K+ 32.49% |
$1.9M - $2.04M
|
113K
$10.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
18.7KNew |
$1.28M - $1.37M
|
18.7K
$1.67M
|
|
|
Jul 21, 2023
Q2 2023
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
18.7K+ 4.63% |
$1.28M - $1.37M
|
422K
$37.5M
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
17.1K+ 30.28% |
$1.17M - $1.25M
|
73.4K
$6.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
14.9K+ 101.05% |
$1.02M - $1.09M
|
29.6K
$2.63M
|
|
|
Jul 13, 2023
Q2 2023
|
Win Advisors, Inc
|
BUY
|
- |
14.6KNew |
$1M - $1.07M
|
14.6K
$1.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.3K+ 12.05% |
$774K - $829K
|
105K
$9.35M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
10.6KNew |
$729K - $781K
|
10.6K
$947K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.36K+ 1.81% |
$505K - $541K
|
414K
$36.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
6.92KNew |
$474K - $508K
|
6.92K
$616K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.92K+ 133.01% |
$474K - $508K
|
12.1K
$1.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.23K+ 13.09% |
$358K - $384K
|
45.2K
$4.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.05K+ 5.58% |
$346K - $371K
|
95.6K
$8.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
4KNew |
$274K - $293K
|
4K
$356K
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
3.76K+ 16.2% |
$257K - $276K
|
26.9K
$2.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.96KNew |
$203K - $218K
|
2.96K
$264K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.8KNew |
$192K - $205K
|
2.8K
$249K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.63K+ 16.46% |
$180K - $193K
|
18.6K
$1.65M
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.34K+ 11.86% |
$160K - $172K
|
22.1K
$1.97M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.43K+ 16.77% |
$98.1K - $105K
|
9.96K
$887K
|
|
|
Jul 19, 2023
Q2 2023
|
Tap Consulting, LLC
|
BUY
|
- |
1.28K+ 5.51% |
$87.9K - $94.1K
|
24.5K
$2.18M
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.25K+ 38.21% |
$85.8K - $91.9K
|
4.53K
$403K
|
|
|
Jul 17, 2023
Q2 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
1.24K+ 2.85% |
$85.1K - $91.2K
|
44.8K
$3.99M
|
|
|
Aug 11, 2023
Q2 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
1.18K+ 13.88% |
$80.7K - $86.5K
|
9.67K
$861K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
918+ 0.84% |
$62.9K - $67.4K
|
110K
$9.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
544New |
$37.3K - $39.9K
|
544
$48.4K
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
528+ 4.74% |
$36.2K - $38.8K
|
11.7K
$1.04M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
481+ 3.41% |
$33K - $35.3K
|
14.6K
$1.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
400+ 28.74% |
$27.4K - $29.4K
|
1.79K
$160K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
346New |
$23.7K - $25.4K
|
346
$30.8K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
333+ 0.73% |
$22.8K - $24.5K
|
45.9K
$4.09M
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
332+ 1.53% |
$22.8K - $24.4K
|
22K
$1.96M
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
332+ 1.53% |
$22.8K - $24.4K
|
22K
$1.96M
|
|
|
Aug 10, 2023
Q2 2023
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
325+ 1.65% |
$22.3K - $23.9K
|
20K
$1.78M
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
302New |
$20.7K - $22.2K
|
302
$26.9K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
212+ 1.31% |
$14.5K - $15.6K
|
16.4K
$1.46M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
191+ 2.28% |
$13.1K - $14K
|
8.56K
$762K
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
174+ 2.45% |
$11.9K - $12.8K
|
7.29K
$649K
|
|
|
Aug 07, 2023
Q2 2023
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
173+ 0.23% |
$11.9K - $12.7K
|
73.9K
$6.58M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
170New |
$11.7K - $12.5K
|
170
$15.1K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
168+ 3.66% |
$11.5K - $12.3K
|
4.76K
$423K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
167+ 3.64% |
$11.4K - $12.3K
|
4.76K
$423K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
120+ 160.0% |
$8.22K - $8.81K
|
195
$17.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
77+ 0.52% |
$5.28K - $5.65K
|
14.8K
$1.32M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
77+ 2.05% |
$5.28K - $5.65K
|
3.83K
$341K
|