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 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-583- 3.65% |
$44.4K - $50.3K
|
15.4K
$1.28M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-803- 5.33% |
$61.1K - $69.3K
|
14.3K
$1.19M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-894- 5.72% |
$68.1K - $77.2K
|
14.7K
$1.23M
|
|
|
Jul 28, 2025
Q2 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
SELL
|
- |
-918- 3.48% |
$69.9K - $79.3K
|
25.5K
$2.12M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.14K- 52.21% |
$87.1K - $98.8K
|
1.05K
$87.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.25K- 3.83% |
$94.9K - $108K
|
31.3K
$2.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.4K- 3.97% |
$106K - $121K
|
33.8K
$2.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-2.1K- 47.36% |
$160K - $181K
|
2.33K
$194K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-3.26K- 7.19% |
$248K - $281K
|
42.1K
$3.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.57K- 48.33% |
$272K - $308K
|
3.81K
$317K
|
|
|
Aug 13, 2025
Q2 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-4.06K- 5.79% |
$309K - $351K
|
66.1K
$5.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-4.6K- 19.75% |
$350K - $397K
|
18.7K
$1.56M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.7K- 39.59% |
$358K - $406K
|
7.17K
$597K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.8K- 3.15% |
$365K - $414K
|
147K
$12.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-6.02K- 3.75% |
$459K - $520K
|
154K
$12.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-6.39K- 34.78% |
$487K - $552K
|
12K
$997K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-6.39K- 60.78% |
$487K - $552K
|
4.12K
$343K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-6.79K- 45.85% |
$517K - $586K
|
8.02K
$667K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12.1K- 51.4% |
$924K - $1.05M
|
11.5K
$955K
|
|
|
Aug 13, 2025
Q2 2025
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-12.4K- 54.92% |
$944K - $1.07M
|
10.2K
$847K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-22.3K- 73.55% |
$1.7M - $1.93M
|
8.02K
$668K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-23.4K- 36.63% |
$1.78M - $2.02M
|
40.6K
$3.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-29K- 50.0% |
$2.21M - $2.5M
|
29K
$2.41M
|
|
|
Aug 11, 2025
Q2 2025
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-38.7K- 36.19% |
$2.95M - $3.34M
|
68.3K
$5.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-38.8K- 41.65% |
$2.95M - $3.35M
|
54.4K
$4.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-46.9K- 15.59% |
$3.57M - $4.05M
|
254K
$21.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-133K- 42.59% |
$10.1M - $11.5M
|
179K
$14.9M
|