Purchases and Sales Made in Q2 2024 in Ishares Tr Residential And Mul (REZ)
This table provides information about the institutional ownership of Ishares Tr Residential And Mul (REZ) during Q2 2024. 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 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.1M+ 7803.55% |
$74.7M - $84.6M
|
1.11M
$97.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Van Eck Associates Corp
|
BUY
|
- |
30.9K+ 92.27% |
$2.11M - $2.39M
|
64.5K
$5.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
29K+ 100.0% |
$1.97M - $2.24M
|
58K
$5.09M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
25.4K+ 13.85% |
$1.73M - $1.96M
|
209K
$18.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
21.3K+ 99.33% |
$1.45M - $1.65M
|
42.8K
$3.76M
|
|
|
Jul 31, 2024
Q2 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
20.5K+ 4.47% |
$1.4M - $1.58M
|
480K
$42.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
18.5K+ 17.86% |
$1.26M - $1.42M
|
122K
$10.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
16.4K+ 3.62% |
$1.11M - $1.26M
|
469K
$41.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
9.62K+ 8.04% |
$655K - $742K
|
129K
$11.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.63K+ 185.7% |
$588K - $666K
|
13.3K
$1.17M
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
6.65K+ 20.24% |
$453K - $513K
|
39.5K
$3.47M
|
|
|
Jul 30, 2024
Q2 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
5.52K+ 15.58% |
$376K - $426K
|
41K
$3.59M
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
4.16K+ 322.04% |
$283K - $321K
|
5.46K
$479K
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.66KNew |
$249K - $282K
|
3.66K
$321K
|
|
|
Jul 22, 2024
Q2 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
3.6K+ 7.71% |
$245K - $278K
|
50.3K
$4.41M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.16KNew |
$215K - $244K
|
3.16K
$277K
|
|
|
Aug 05, 2024
Q2 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
3.14K+ 7.14% |
$213K - $242K
|
47.1K
$4.13M
|
|
|
Jul 08, 2024
Q2 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
3.07K+ 29.69% |
$209K - $237K
|
13.4K
$1.18M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.78K+ 27.18% |
$189K - $214K
|
13K
$1.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.45K+ 4.75% |
$167K - $189K
|
54K
$4.74M
|
|
|
Aug 09, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
2.39KNew |
$163K - $184K
|
2.39K
$210K
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
2.39KNew |
$163K - $184K
|
2.39K
$210K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.19K+ 2.82% |
$149K - $169K
|
80.1K
$7.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.85K+ 2.25% |
$126K - $142K
|
84K
$7.37M
|
|
|
Jul 16, 2024
Q2 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
1.4K+ 4.15% |
$95.1K - $108K
|
35.1K
$3.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.32K+ 126.85% |
$89.7K - $102K
|
2.36K
$207K
|
|
|
Aug 06, 2024
Q2 2024
|
Tap Consulting, LLC
|
BUY
|
- |
1.3K+ 6.53% |
$88.6K - $100K
|
21.2K
$1.86M
|
|
|
Jul 25, 2024
Q2 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
1.24K+ 5.51% |
$84.5K - $95.7K
|
23.8K
$2.08M
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
BUY
|
- |
798+ 3.91% |
$54.3K - $61.5K
|
21.2K
$1.86M
|
|
|
Aug 07, 2024
Q2 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
727+ 0.97% |
$49.5K - $56.1K
|
75.4K
$6.62M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
723New |
$49.2K - $55.7K
|
723
$63.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
648+ 2.45% |
$44.1K - $50K
|
27.1K
$2.38M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
596New |
$40.6K - $46K
|
596
$52.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
375+ 12.19% |
$25.5K - $28.9K
|
3.45K
$303K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
339New |
$23.1K - $26.1K
|
339
$29.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
267+ 6.75% |
$18.2K - $20.6K
|
4.22K
$371K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
221+ 5.45% |
$15K - $17K
|
4.27K
$375K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
147+ 47.57% |
$10K - $11.3K
|
456
$40K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
132+ 4.27% |
$8.98K - $10.2K
|
3.22K
$283K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
106New |
$7.21K - $8.17K
|
106
$9.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Bard Associates Inc
Chicago, IL |
BUY
|
- |
100+ 2.89% |
$6.81K - $7.71K
|
3.56K
$312K
|
|
|
Aug 15, 2024
Q2 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
86+ 3.8% |
$5.85K - $6.63K
|
2.35K
$206K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
84New |
$5.72K - $6.48K
|
84
$7.37K
|
|
|
Jul 23, 2024
Q2 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
74+ 0.56% |
$5.04K - $5.71K
|
13.3K
$1.16M
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
BUY
|
- |
71+ 2.26% |
$4.83K - $5.47K
|
3.21K
$281K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
69+ 46.94% |
$4.7K - $5.32K
|
216
$19K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
49+ 0.34% |
$3.33K - $3.78K
|
14.5K
$1.27M
|
|
|
Aug 02, 2024
Q2 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
42+ 0.52% |
$2.86K - $3.24K
|
8.04K
$706K
|
|
|
Nov 14, 2024
Q2 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
29+ 0.11% |
$1.97K - $2.24K
|
25.7K
$2.26M
|
|
|
Aug 12, 2024
Q2 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
16+ 0.52% |
$1.09K - $1.23K
|
3.1K
$272K
|