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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
235+ 23500.0% |
$17.9K - $20.3K
|
236
$19.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
218New |
$16.6K - $18.8K
|
218
$18.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
209+ 0.86% |
$15.9K - $18K
|
24.4K
$2.03M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
180New |
$13.7K - $15.5K
|
180
$15K
|
|
|
Aug 11, 2025
Q2 2025
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
173+ 1.28% |
$13.2K - $14.9K
|
13.7K
$1.14M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
149+ 2.03% |
$11.3K - $12.9K
|
7.5K
$624K
|
|
|
Jul 29, 2025
Q2 2025
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
129+ 1.67% |
$9.82K - $11.1K
|
7.84K
$652K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
126+ 4.87% |
$9.59K - $10.9K
|
2.72K
$226K
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
122+ 0.97% |
$9.29K - $10.5K
|
12.7K
$1.05M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
122+ 0.97% |
$9.29K - $10.5K
|
12.7K
$1.05M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
118+ 3.09% |
$8.98K - $10.2K
|
3.94K
$328K
|
|
|
Aug 08, 2025
Q2 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
115+ 1.66% |
$8.76K - $9.93K
|
7.05K
$586K
|
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
109+ 0.58% |
$8.3K - $9.41K
|
18.9K
$1.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
100New |
$7.61K - $8.64K
|
100
$8.32K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
75New |
$5.71K - $6.48K
|
75
$6.24K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
37New |
$2.82K - $3.19K
|
37
$3.08K
|
|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
36+ 0.16% |
$2.74K - $3.11K
|
23K
$1.91M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
36New |
$2.74K - $3.11K
|
36
$3K
|
|
|
Aug 13, 2025
Q2 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
28+ 0.61% |
$2.13K - $2.42K
|
4.59K
$382K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
20+ 0.51% |
$1.52K - $1.73K
|
3.91K
$325K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
16+ 0.24% |
$1.22K - $1.38K
|
6.72K
$560K
|
|
|
Aug 01, 2025
Q2 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
12New |
$914 - $1.04K
|
12
$999
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
12New |
$914 - $1.04K
|
12
$999
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
9+ 0.3% |
$685 - $777
|
3.04K
$253K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
5+ 35.71% |
$381 - $432
|
19
$1.58K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4+ 0.12% |
$305 - $345
|
3.45K
$287K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3+ 0.06% |
$228 - $259
|
4.91K
$409K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
2+ 0.84% |
$152 - $173
|
239
$19.9K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 0.88% |
$76.1 - $86.4
|
114
$9.49K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1+ 0.91% |
$76.1 - $86.4
|
111
$9.24K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-10- 0.34% |
$761 - $864
|
2.93K
$244K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-29Closed |
$2.21K - $2.5K
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-44- 2.82% |
$3.35K - $3.8K
|
1.52K
$126K
|
|
|
Aug 14, 2025
Q2 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-47- 0.84% |
$3.58K - $4.06K
|
5.52K
$460K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-71- 9.16% |
$5.41K - $6.13K
|
704
$58.6K
|
|
|
Jul 28, 2025
Q2 2025
|
Sincerus Advisory, LLC
New York, NY |
SELL
|
- |
-93- 0.66% |
$7.08K - $8.03K
|
14K
$1.16M
|
|
|
Aug 11, 2025
Q2 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
SELL
|
- |
-139- 0.77% |
$10.6K - $12K
|
18K
$1.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-173- 1.25% |
$13.2K - $14.9K
|
13.6K
$1.13M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-177- 52.21% |
$13.5K - $15.3K
|
162
$13.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-185- 33.64% |
$14.1K - $16K
|
365
$30.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-241- 7.57% |
$18.3K - $20.8K
|
2.94K
$245K
|
|
|
Aug 12, 2025
Q2 2025
|
Seaview Investment Managers LLC
|
SELL
|
- |
-260- 8.98% |
$19.8K - $22.5K
|
2.64K
$219K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-271- 66.75% |
$20.6K - $23.4K
|
135
$11.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-361- 12.67% |
$27.5K - $31.2K
|
2.49K
$207K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-409- 3.51% |
$31.1K - $35.3K
|
11.2K
$936K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-423- 6.13% |
$32.2K - $36.5K
|
6.48K
$539K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-460- 80.42% |
$35K - $39.7K
|
112
$9.32K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-491- 16.17% |
$37.4K - $42.4K
|
2.55K
$212K
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-575- 2.35% |
$43.8K - $49.7K
|
23.9K
$1.99M
|