Purchases and Sales Made in Q3 2022 in Ishares Tr Residential And Mul (REZ)
This table provides information about the institutional ownership of Ishares Tr Residential And Mul (REZ) during Q3 2022. 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 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
91.7K+ 24.37% |
$6.48M - $8.15M
|
468K
$41.1M
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
70.8K+ 192.21% |
$5M - $6.29M
|
108K
$9.45M
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
70.1K+ 42.86% |
$4.96M - $6.23M
|
234K
$20.5M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
57.7K+ 25.45% |
$4.08M - $5.12M
|
284K
$25M
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
53.3K+ 30.18% |
$3.76M - $4.73M
|
230K
$20.2M
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
48.4K+ 1849.71% |
$3.42M - $4.3M
|
51K
$4.47M
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
40.4KNew |
$2.85M - $3.59M
|
40.4K
$3.54M
|
|
Nov 15, 2022
Q3 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
37.3KNew |
$2.64M - $3.32M
|
37.3K
$3.28M
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
25.6KNew |
$1.81M - $2.28M
|
25.6K
$2.25M
|
|
Oct 12, 2022
Q3 2022
|
Tap Consulting, LLC
|
BUY
|
- |
20.1KNew |
$1.42M - $1.79M
|
20.1K
$1.77M
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
18.7K+ 17.44% |
$1.32M - $1.66M
|
126K
$11M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
17.2KNew |
$1.21M - $1.53M
|
17.2K
$1.51M
|
|
Nov 14, 2022
Q3 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
14.4KNew |
$1.02M - $1.28M
|
14.4K
$1.27M
|
|
Nov 14, 2022
Q3 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
14.4KNew |
$1.02M - $1.28M
|
14.4K
$1.27M
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
14.4K+ 315.31% |
$1.02M - $1.28M
|
19K
$1.67M
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
14.3K+ 48.72% |
$1.01M - $1.27M
|
43.8K
$3.84M
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14K+ 59.51% |
$990K - $1.24M
|
37.6K
$3.3M
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.7K+ 13.36% |
$969K - $1.22M
|
116K
$10.2M
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10.3KNew |
$730K - $918K
|
10.3K
$907K
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
9.58KNew |
$677K - $851K
|
9.58K
$841K
|
|
Nov 01, 2022
Q3 2022
|
Beta Wealth Group, Inc.
|
BUY
|
- |
8.06KNew |
$570K - $716K
|
8.06K
$707K
|
|
Nov 01, 2022
Q3 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
7.83K+ 4.75% |
$553K - $695K
|
173K
$15.1M
|
|
Oct 26, 2022
Q3 2022
|
Avestar Capital, LLC
|
BUY
|
- |
7.09K+ 34.13% |
$501K - $630K
|
27.9K
$2.45M
|
|
Nov 04, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
6.28KNew |
$444K - $558K
|
6.28K
$551K
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.49K+ 386.81% |
$388K - $487K
|
6.9K
$606K
|
|
Oct 19, 2022
Q3 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
5.31KNew |
$376K - $472K
|
5.31K
$466K
|
|
Nov 14, 2022
Q3 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
5.12K+ 38.02% |
$361K - $454K
|
18.6K
$1.63M
|
|
Oct 12, 2022
Q3 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
4.65K+ 30.54% |
$328K - $413K
|
19.9K
$1.74M
|
|
May 09, 2023
Q3 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
4.62K+ 30.76% |
$326K - $410K
|
19.6K
$1.72M
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.25K+ 7.75% |
$301K - $378K
|
59.1K
$5.19M
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
3.65KNew |
$258K - $324K
|
3.65K
$320K
|
|
Oct 24, 2022
Q3 2022
|
Mc Adam, LLC
|
BUY
|
- |
1.72K+ 4.18% |
$122K - $153K
|
42.9K
$3.77M
|
|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.71K+ 35.36% |
$120K - $151K
|
6.53K
$573K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.28K+ 3.21% |
$90.7K - $114K
|
41.3K
$3.62M
|
|
Nov 10, 2022
Q3 2022
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
1.16K+ 1.56% |
$81.7K - $103K
|
75.2K
$6.6M
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
1.15K+ 3.88% |
$81K - $102K
|
30.7K
$2.69M
|
|
Nov 10, 2022
Q3 2022
|
Momentum Advisors, LLC
|
BUY
|
- |
1.06K+ 7.73% |
$74.9K - $94.2K
|
14.8K
$1.3M
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.02K+ 3.47% |
$72.2K - $90.8K
|
30.5K
$2.68M
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
870+ 4.76% |
$61.5K - $77.3K
|
19.1K
$1.68M
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
870+ 4.76% |
$61.5K - $77.3K
|
19.1K
$1.68M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
793+ 1.97% |
$56K - $70.5K
|
41K
$3.6M
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
606+ 2.37% |
$42.8K - $53.8K
|
26.1K
$2.29M
|
|
Oct 06, 2022
Q3 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
600+ 21.5% |
$42.4K - $53.3K
|
3.39K
$298K
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
477+ 4.87% |
$33.7K - $42.4K
|
10.3K
$902K
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
396+ 2.52% |
$28K - $35.2K
|
16.1K
$1.41M
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
353+ 2.2% |
$24.9K - $31.4K
|
16.4K
$1.44M
|
|
Nov 02, 2022
Q3 2022
|
Kendall Capital Management
|
BUY
|
- |
215+ 2.3% |
$15.2K - $19.1K
|
9.58K
$841K
|
|
Nov 10, 2022
Q3 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
194+ 0.28% |
$13.7K - $17.2K
|
69K
$6.05M
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
170New |
$12K - $15.1K
|
170
$14.9K
|
|
Oct 13, 2022
Q3 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
140+ 1.8% |
$9.89K - $12.4K
|
7.91K
$694K
|