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
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
71+ 2.25% |
$4.87K - $5.21K
|
3.23K
$276K
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
50New |
$3.43K - $3.67K
|
50
$4.27K
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
48+ 0.8% |
$3.29K - $3.52K
|
6.04K
$516K
|
|
Jul 13, 2023
Q2 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
41+ 0.53% |
$2.81K - $3.01K
|
7.81K
$667K
|
|
Jul 11, 2023
Q2 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
41+ 0.2% |
$2.81K - $3.01K
|
20.8K
$1.78M
|
|
Jul 12, 2023
Q2 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
40+ 0.53% |
$2.74K - $2.94K
|
7.54K
$645K
|
|
Jul 13, 2023
Q2 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
20+ 0.28% |
$1.37K - $1.47K
|
7.16K
$612K
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
20+ 2.92% |
$1.37K - $1.47K
|
705
$60.2K
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
19New |
$1.3K - $1.4K
|
19
$1.62K
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
16+ 0.56% |
$1.1K - $1.17K
|
2.89K
$247K
|
|
Jul 25, 2023
Q2 2023
|
Jb Capital LLC
|
BUY
|
- |
11+ 0.32% |
$754 - $808
|
3.43K
$293K
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2+ 0.1% |
$137 - $147
|
2.05K
$175K
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2+ 0.22% |
$137 - $147
|
900
$76.9K
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 0.52% |
$68.5 - $73.4
|
193
$16.5K
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.97% |
$68.5 - $73.4
|
104
$8.89K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-35- 1.02% |
$2.4K - $2.57K
|
3.41K
$291K
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-38- 0.53% |
$2.6K - $2.79K
|
7.15K
$611K
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-50- 21.46% |
$3.43K - $3.67K
|
183
$15.6K
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-51- 0.31% |
$3.5K - $3.74K
|
16.4K
$1.4M
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-107- 0.09% |
$7.33K - $7.86K
|
119K
$10.1M
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
SELL
|
- |
-132- 75.43% |
$9.05K - $9.69K
|
43
$3.67K
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-132- 2.54% |
$9.05K - $9.69K
|
5.06K
$432K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-165- 19.74% |
$11.3K - $12.1K
|
671
$57.3K
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
SELL
|
- |
-220- 6.42% |
$15.1K - $16.2K
|
3.21K
$274K
|
|
Jul 28, 2023
Q2 2023
|
Kendall Capital Management
|
SELL
|
- |
-221- 2.18% |
$15.1K - $16.2K
|
9.92K
$847K
|
|
Jul 14, 2023
Q2 2023
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-232- 1.15% |
$15.9K - $17K
|
20K
$1.71M
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-240- 6.08% |
$16.4K - $17.6K
|
3.71K
$317K
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-261- 5.48% |
$17.9K - $19.2K
|
4.5K
$385K
|
|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-280- 1.0% |
$19.2K - $20.6K
|
27.7K
$2.37M
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-459- 19.9% |
$31.5K - $33.7K
|
1.85K
$158K
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-498- 10.7% |
$34.1K - $36.6K
|
4.16K
$355K
|
|
Aug 10, 2023
Q2 2023
|
Seaview Investment Managers LLC
|
SELL
|
- |
-708- 19.95% |
$48.5K - $52K
|
2.84K
$243K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-802- 10.89% |
$55K - $58.9K
|
6.56K
$561K
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-932- 56.69% |
$63.9K - $68.4K
|
712
$60.8K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.05K- 11.24% |
$72.2K - $77.3K
|
8.32K
$711K
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.12K- 11.21% |
$76.9K - $82.4K
|
8.89K
$759K
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.23K- 5.4% |
$84.3K - $90.3K
|
21.5K
$1.84M
|
|
Jul 31, 2023
Q2 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-1.59K- 4.91% |
$109K - $117K
|
30.7K
$2.62M
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.66K- 7.42% |
$114K - $122K
|
20.7K
$1.77M
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.99K- 99.95% |
$136K - $146K
|
1
$85.5
|
|
Jul 31, 2023
Q2 2023
|
Menora Mivtachim Holdings Ltd.
|
SELL
|
- |
-2K- 28.57% |
$137K - $147K
|
5K
$427K
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-2.44K- 5.17% |
$167K - $179K
|
44.8K
$3.83M
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3.4K- 48.67% |
$233K - $249K
|
3.58K
$306K
|
|
Aug 03, 2023
Q2 2023
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-3.52K- 53.87% |
$241K - $258K
|
3.01K
$257K
|
|
Aug 07, 2023
Q2 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.95K- 7.3% |
$339K - $363K
|
62.8K
$5.37M
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.11K- 17.74% |
$418K - $448K
|
28.3K
$2.42M
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
SELL
|
- |
-6.45K- 24.6% |
$442K - $473K
|
19.8K
$1.69M
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.94K- 18.51% |
$475K - $509K
|
30.5K
$2.61M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-7.83K- 25.02% |
$537K - $575K
|
23.5K
$2.01M
|