Purchases and Sales Made in Q2 2025 in Ishares Tr Residential And Mul (REZ)
This table provides information about the institutional ownership of Ishares Tr Residential And Mul (REZ) during Q2 2025. 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 14, 2025
Q2 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
3.8KNew |
$289K - $328K
|
3.8K
$321K
|
|
|
Jul 14, 2025
Q2 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
3.53K+ 10.08% |
$269K - $305K
|
38.5K
$3.26M
|
|
|
Jul 25, 2025
Q2 2025
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
3K+ 0.64% |
$229K - $259K
|
475K
$40.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.71KNew |
$206K - $234K
|
2.71K
$229K
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
2.42K+ 8.39% |
$185K - $209K
|
31.3K
$2.65M
|
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.11K+ 35.78% |
$84.3K - $95.6K
|
4.2K
$355K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.07K+ 2.21% |
$81.2K - $92K
|
49.2K
$4.16M
|
|
|
Jul 23, 2025
Q2 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
943+ 7.01% |
$71.8K - $81.4K
|
14.4K
$1.22M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
868+ 13.66% |
$66.1K - $75K
|
7.22K
$611K
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
BUY
|
- |
393+ 3.82% |
$29.9K - $33.9K
|
10.7K
$904K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
332+ 48.26% |
$25.3K - $28.7K
|
1.02K
$86.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
180New |
$13.7K - $15.5K
|
180
$15.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
149+ 2.03% |
$11.3K - $12.9K
|
7.5K
$634K
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
118+ 3.09% |
$8.98K - $10.2K
|
3.94K
$333K
|
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
109+ 0.58% |
$8.3K - $9.41K
|
18.9K
$1.6M
|
|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
36+ 0.16% |
$2.74K - $3.11K
|
23K
$1.94M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
36New |
$2.74K - $3.11K
|
36
$3.05K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
20+ 0.51% |
$1.52K - $1.73K
|
3.91K
$331K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
16+ 0.24% |
$1.22K - $1.38K
|
6.72K
$569K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
12New |
$914 - $1.04K
|
12
$1.02K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
9+ 0.3% |
$685 - $777
|
3.04K
$257K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
5+ 35.71% |
$381 - $432
|
19
$1.61K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3+ 0.06% |
$228 - $259
|
4.91K
$416K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
2+ 0.84% |
$152 - $173
|
239
$20.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1+ 0.91% |
$76.1 - $86.4
|
111
$9.39K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-10- 0.34% |
$761 - $864
|
2.93K
$248K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-29Closed |
$2.21K - $2.5K
|
0
$0
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-241- 7.57% |
$18.3K - $20.8K
|
2.94K
$249K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-361- 12.67% |
$27.5K - $31.2K
|
2.49K
$211K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-3.26K- 7.19% |
$248K - $281K
|
42.1K
$3.56M
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-4.6K- 19.75% |
$350K - $397K
|
18.7K
$1.58M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.7K- 39.59% |
$358K - $406K
|
7.17K
$607K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-6.39K- 34.78% |
$487K - $552K
|
12K
$1.01M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-6.79K- 45.85% |
$517K - $586K
|
8.02K
$678K
|