Purchases and Sales Made in Q3 2021 in Ishares Tr Residential And Mul (REZ)
This table provides information about the institutional ownership of Ishares Tr Residential And Mul (REZ) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
2.13KNew |
$178K - $197K
|
2.13K
$191K
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.9KNew |
$160K - $176K
|
1.9K
$171K
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.39KNew |
$117K - $129K
|
1.39K
$125K
|
|
Nov 09, 2021
Q3 2021
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1.3K+ 3.8% |
$109K - $120K
|
35.5K
$3.18M
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.2K+ 7475.0% |
$100K - $111K
|
1.21K
$109K
|
|
Nov 05, 2021
Q3 2021
|
Kendall Capital Management
|
BUY
|
- |
1.17K+ 12.18% |
$98.3K - $108K
|
10.8K
$969K
|
|
Nov 15, 2021
Q3 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.14K+ 27.3% |
$95.4K - $105K
|
5.31K
$476K
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
BUY
|
- |
1.01K+ 13.62% |
$84.6K - $93.3K
|
8.42K
$756K
|
|
Oct 14, 2021
Q3 2021
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.01K+ 23.78% |
$84.3K - $93K
|
5.23K
$470K
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
994New |
$83.4K - $91.9K
|
994
$89.2K
|
|
Oct 07, 2021
Q3 2021
|
Rvw Wealth, LLC
|
BUY
|
- |
930+ 17.82% |
$78K - $86K
|
6.15K
$552K
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
925+ 34.17% |
$77.6K - $85.6K
|
3.63K
$326K
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
886New |
$74.3K - $82K
|
886
$79.5K
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
848+ 4.66% |
$71.1K - $78.4K
|
19K
$1.71M
|
|
Dec 13, 2023
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
848+ 4.66% |
$71.1K - $78.4K
|
19K
$1.71M
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
820+ 5.11% |
$68.8K - $75.9K
|
16.9K
$1.51M
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
691+ 13.4% |
$57.9K - $63.9K
|
5.85K
$525K
|
|
Nov 16, 2021
Q3 2021
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
616+ 59.34% |
$51.7K - $57K
|
1.65K
$148K
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
589+ 250.64% |
$49.4K - $54.5K
|
824
$74K
|
|
Nov 12, 2021
Q3 2021
|
Financial Insights, Inc.
|
BUY
|
- |
544+ 13.87% |
$45.6K - $50.3K
|
4.47K
$401K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
535+ 810.61% |
$44.9K - $49.5K
|
601
$54K
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
496+ 4.93% |
$41.6K - $45.9K
|
10.5K
$947K
|
|
Oct 27, 2021
Q3 2021
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
412New |
$34.6K - $38.1K
|
412
$37K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
407+ 3.64% |
$34.1K - $37.6K
|
11.6K
$1.04M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
318+ 3.67% |
$26.7K - $29.4K
|
8.98K
$806K
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
246+ 6.02% |
$20.6K - $22.8K
|
4.33K
$389K
|
|
Nov 15, 2021
Q3 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
111+ 2.04% |
$9.31K - $10.3K
|
5.56K
$499K
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
61+ 0.63% |
$5.12K - $5.64K
|
9.72K
$872K
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
58New |
$4.86K - $5.37K
|
58
$5.21K
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
46+ 1.81% |
$3.86K - $4.26K
|
2.59K
$233K
|
|
Nov 12, 2021
Q3 2021
|
Consolidated Capital Management, LLC
|
BUY
|
- |
43+ 1.49% |
$3.61K - $3.98K
|
2.92K
$262K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
40+ 1.41% |
$3.35K - $3.7K
|
2.88K
$258K
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
24New |
$2.01K - $2.22K
|
24
$2.15K
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
8+ 72.73% |
$671 - $740
|
19
$1.71K
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
5New |
$419 - $463
|
5
$449
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Inc
|
BUY
|
- |
2+ 0.01% |
$168 - $185
|
39.5K
$3.54M
|
|
Nov 15, 2021
Q3 2021
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1+ 0.76% |
$83.9 - $92.5
|
133
$11.9K
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1+ 0.43% |
$83.9 - $92.5
|
234
$21K
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.15% |
$83.9 - $92.5
|
647
$58.1K
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
1+ 0.04% |
$83.9 - $92.5
|
2.42K
$217K
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-20Closed |
$1.68K - $1.85K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Rda Financial Network
|
SELL
|
- |
-50- 1.12% |
$4.19K - $4.63K
|
4.42K
$397K
|
|
Nov 16, 2021
Q3 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-80Closed |
$6.71K - $7.4K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Antonetti Capital Management LLC
|
SELL
|
- |
-90- 2.44% |
$7.55K - $8.33K
|
3.61K
$324K
|
|
Oct 22, 2021
Q3 2021
|
Murphy Capital Management Inc
|
SELL
|
- |
-100- 2.61% |
$8.39K - $9.25K
|
3.73K
$335K
|
|
Nov 12, 2021
Q3 2021
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-129- 0.19% |
$10.8K - $11.9K
|
67.8K
$6.08M
|
|
Nov 04, 2021
Q3 2021
|
Camelot Portfolios, LLC
|
SELL
|
- |
-138- 4.33% |
$11.6K - $12.8K
|
3.05K
$274K
|
|
Oct 26, 2021
Q3 2021
|
Ifg Advisors, LLC
|
SELL
|
- |
-175- 6.53% |
$14.7K - $16.2K
|
2.51K
$225K
|
|
Nov 05, 2021
Q3 2021
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-204- 2.95% |
$17.1K - $18.9K
|
6.71K
$602K
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
SELL
|
- |
-278- 90.26% |
$23.3K - $25.7K
|
30
$2.69K
|