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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2022
Q3 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
80New |
$5.65K - $7.11K
|
80
$7.18K
|
|
|
Nov 07, 2022
Q3 2022
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
74+ 1.16% |
$5.23K - $6.57K
|
6.43K
$577K
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
53+ 1.87% |
$3.75K - $4.71K
|
2.88K
$259K
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
26+ 0.63% |
$1.84K - $2.31K
|
4.19K
$376K
|
|
|
Nov 14, 2022
Q3 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
24+ 0.78% |
$1.7K - $2.13K
|
3.11K
$279K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
22+ 1.14% |
$1.55K - $1.95K
|
1.96K
$176K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
4+ 0.61% |
$283 - $355
|
657
$59K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
4+ 0.05% |
$283 - $355
|
7.99K
$717K
|
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
2+ 6.9% |
$141 - $178
|
31
$2.78K
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
2+ 1.07% |
$141 - $178
|
189
$17K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-6- 0.09% |
$424 - $533
|
6.79K
$609K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-12- 4.32% |
$848 - $1.07K
|
266
$23.9K
|
|
|
Oct 17, 2022
Q3 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-33- 0.46% |
$2.33K - $2.93K
|
7.18K
$644K
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
SELL
|
- |
-43- 7.06% |
$3.04K - $3.82K
|
566
$50.8K
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-47- 1.3% |
$3.32K - $4.18K
|
3.56K
$319K
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
SELL
|
- |
-70- 17.72% |
$4.95K - $6.22K
|
325
$29.2K
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-78- 2.7% |
$5.51K - $6.93K
|
2.81K
$252K
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-94- 1.54% |
$6.64K - $8.35K
|
6K
$538K
|
|
|
Oct 11, 2022
Q3 2022
|
Rda Financial Network
|
SELL
|
- |
-106- 2.75% |
$7.49K - $9.42K
|
3.74K
$336K
|
|
|
Nov 09, 2022
Q3 2022
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-107- 3.41% |
$7.56K - $9.51K
|
3.03K
$272K
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-142- 1.06% |
$10K - $12.6K
|
13.2K
$1.19M
|
|
|
Nov 03, 2022
Q3 2022
|
Integrity Financial Corp
|
SELL
|
- |
-174- 47.41% |
$12.3K - $15.5K
|
193
$17.3K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-186- 54.23% |
$13.1K - $16.5K
|
157
$14.1K
|
|
|
Oct 26, 2022
Q3 2022
|
Financial Insights, Inc.
|
SELL
|
- |
-188- 5.65% |
$13.3K - $16.7K
|
3.14K
$282K
|
|
|
Oct 18, 2022
Q3 2022
|
Courage Miller Partners, LLC
|
SELL
|
- |
-191- 1.76% |
$13.5K - $17K
|
10.7K
$959K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-209- 2.08% |
$14.8K - $18.6K
|
9.84K
$883K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-228- 5.32% |
$16.1K - $20.3K
|
4.06K
$364K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-290- 3.78% |
$20.5K - $25.8K
|
7.39K
$663K
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-300- 95.24% |
$21.2K - $26.7K
|
15
$1.35K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-390- 97.26% |
$27.6K - $34.6K
|
11
$987
|
|
|
Nov 10, 2022
Q3 2022
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-493- 10.39% |
$34.8K - $43.8K
|
4.25K
$382K
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
SELL
|
- |
-644- 1.76% |
$45.5K - $57.2K
|
35.9K
$3.22M
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-666- 10.08% |
$47.1K - $59.2K
|
5.94K
$533K
|
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-692- 10.16% |
$48.9K - $61.5K
|
6.12K
$549K
|
|
|
Nov 14, 2022
Q3 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-900- 2.92% |
$63.6K - $80K
|
29.9K
$2.69M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.09K- 82.93% |
$77.2K - $97.1K
|
225
$20.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.18K- 19.72% |
$83.3K - $105K
|
4.8K
$431K
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.38K- 0.29% |
$97.7K - $123K
|
483K
$43.3M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.81K- 81.9% |
$128K - $161K
|
400
$35.9K
|
|
|
Nov 03, 2022
Q3 2022
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-1.83K- 0.5% |
$129K - $163K
|
366K
$32.8M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-2.02K- 28.07% |
$142K - $179K
|
5.17K
$464K
|
|
|
Nov 14, 2024
Q3 2022
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-3.24K- 11.45% |
$229K - $288K
|
25.1K
$2.25M
|
|
|
Nov 08, 2022
Q3 2022
|
Bts Asset Management, Inc.
|
SELL
|
- |
-4.43K- 39.92% |
$313K - $393K
|
6.66K
$598K
|
|
|
Nov 10, 2022
Q3 2022
|
Seaview Investment Managers LLC
|
SELL
|
- |
-7.25K- 66.58% |
$512K - $644K
|
3.64K
$327K
|
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-11.5K- 84.4% |
$811K - $1.02M
|
2.12K
$190K
|
|
|
Nov 14, 2022
Q3 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-11.5K- 33.68% |
$812K - $1.02M
|
22.6K
$2.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-12.6K- 49.21% |
$893K - $1.12M
|
13K
$1.17M
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-16.3K- 15.36% |
$1.15M - $1.45M
|
89.9K
$8.07M
|