Purchases and Sales Made in Q3 2023 in Ishares Tr Residential And Mul (REZ)

REZ Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr Residential And Mul (REZ) during Q3 2023. 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, 2023 Q3 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
443K
New
$28.9M - $33.7M
443K $38.9M
Oct 10, 2023 Q3 2023
Procyon Advisors, LLC

BUY
 -
121K
New
$7.88M - $9.18M
121K $10.6M
Feb 14, 2024 Q3 2023
M Holdings Securities, Inc.

Portland, OR
BUY
 -
86.7K
+ 2739.22%
$5.66M - $6.59M
89.8K $7.88M
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

BUY
 -
50.5K
+ 45.91%
$3.3M - $3.84M
160K $14.1M
Nov 14, 2023 Q3 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
33.8K
+ 74.89%
$2.21M - $2.57M
79K $6.93M
Nov 13, 2023 Q3 2023
Plan Group Financial, LLC

Oklahoma City, OK
BUY
 -
30.9K
+ 165.3%
$2.02M - $2.35M
49.6K $4.36M
Oct 24, 2023 Q3 2023
Kure Advisory, LLC

Plymouth, MN
BUY
 -
27.3K
New
$1.78M - $2.08M
27.3K $2.4M
Nov 14, 2023 Q3 2023
Partners Capital Investment Group, LLP

Boston, MA
BUY
 -
27.2K
+ 92.11%
$1.78M - $2.07M
56.8K $4.99M
Oct 18, 2023 Q3 2023
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
17.6K
+ 4.07%
$1.15M - $1.34M
452K $39.6M
Nov 08, 2023 Q3 2023
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
15K
+ 20.39%
$977K - $1.14M
88.4K $7.76M
Oct 31, 2023 Q3 2023
Franklin, Parlapiano, Turner & Welch, LLC

BUY
 -
7.41K
+ 1.76%
$484K - $563K
429K $37.6M
Oct 10, 2023 Q3 2023
Acorn Financial Advisory Services Inc

BUY
 -
6.62K
+ 24.56%
$432K - $503K
33.6K $2.95M
Nov 07, 2023 Q3 2023
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
5.29K
+ 72.56%
$345K - $402K
12.6K $1.1M
Nov 14, 2023 Q3 2023
Northwestern Mutual Wealth Management CO

BUY
 -
5.22K
+ 4.39%
$341K - $397K
124K $10.9M
Nov 14, 2023 Q3 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
4.31K
+ 2.81%
$282K - $328K
158K $13.8M
Nov 01, 2023 Q3 2023
Modera Wealth Management, LLC

BUY
 -
3.82K
New
$249K - $290K
3.82K $335K
Nov 14, 2023 Q3 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
3.44K
+ 8.21%
$224K - $261K
45.3K $3.98M
Nov 13, 2023 Q3 2023
Mariner, LLC

Overland Park, KS
BUY
 -
3.25K
+ 26.81%
$212K - $247K
15.4K $1.35M
Nov 03, 2023 Q3 2023
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
3.24K
+ 14.65%
$211K - $246K
25.3K $2.22M
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
3.23K
+ 67.83%
$211K - $245K
7.98K $701K
Oct 10, 2023 Q3 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
2.12K
New
$139K - $161K
2.12K $186K
Oct 27, 2023 Q3 2023
Assetmark, Inc

BUY
 -
2.01K
+ 1096.72%
$131K - $153K
2.19K $192K
Nov 14, 2023 Q3 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
1.9K
+ 1622.22%
$124K - $144K
2.02K $177K
Nov 01, 2023 Q3 2023
Bank Of Montreal

Toronto, A6
BUY
 -
1.86K
+ 154.83%
$121K - $141K
3.06K $268K
Nov 14, 2023 Q3 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
1.86K
+ 4.18%
$121K - $141K
46.3K $4.06M
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

BUY
 -
1.78K
+ 60.19%
$116K - $136K
4.75K $417K
Nov 14, 2023 Q3 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
1.61K
+ 0.29%
$105K - $122K
555K $48.7M
Nov 03, 2023 Q3 2023
Castle Wealth Management LLC

BUY
 -
1.51K
+ 3.37%
$98.5K - $115K
46.3K $4.07M
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
1.25K
+ 4.42%
$81.8K - $95.2K
29.6K $2.6M
Oct 31, 2023 Q3 2023
Kendall Capital Management

BUY
 -
868
+ 8.75%
$56.7K - $66K
10.8K $946K
Oct 25, 2023 Q3 2023
Arkansas Financial Group, Inc.

BUY
 -
854
+ 4.1%
$55.8K - $64.9K
21.7K $1.9M
Oct 13, 2023 Q3 2023
Global Retirement Partners, LLC

BUY
 -
804
+ 9.4%
$52.5K - $61.1K
9.36K $822K
Nov 07, 2023 Q3 2023
Avantax Advisory Services, Inc.

BUY
 -
715
+ 19.3%
$46.7K - $54.3K
4.42K $388K
Nov 08, 2023 Q3 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
591
+ 13.05%
$38.6K - $44.9K
5.12K $449K
Nov 13, 2023 Q3 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
582
+ 20.82%
$38K - $44.2K
3.38K $296K
Nov 13, 2023 Q3 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
547
+ 2.49%
$35.7K - $41.6K
22.5K $1.98M
Nov 13, 2023 Q3 2023
Beta Wealth Group, Inc.

BUY
 -
412
+ 4.26%
$26.9K - $31.3K
10.1K $885K
Nov 07, 2023 Q3 2023
Valmark Advisers, Inc.

BUY
 -
387
+ 9.31%
$25.3K - $29.4K
4.55K $399K
Nov 09, 2023 Q3 2023
Ubs Group Ag

BUY
 -
356
+ 0.79%
$23.2K - $27.1K
45.1K $3.96M
Nov 16, 2023 Q3 2023
Creative Planning

Overland Park, KS
BUY
 -
225
New
$14.7K - $17.1K
225 $19.7K
Oct 16, 2023 Q3 2023
Lex Aurum Advisors, LLC

BUY
 -
211
+ 3.5%
$13.8K - $16K
6.25K $548K
Oct 10, 2023 Q3 2023
Fny Investment Advisers, LLC

BUY
 -
200
New
$13.1K - $15.2K
200 $17.6K
Nov 06, 2023 Q3 2023
Authentikos Wealth Advisory, LLC

Morgan Hill, CA
BUY
 -
142
New
$9.27K - $10.8K
142 $12.5K
Nov 07, 2023 Q3 2023
Cutler Group LP

BUY
 -
100
New
$6.53K - $7.6K
100 $8.78K
Oct 16, 2023 Q3 2023
H&H Retirement Design & Management Inc

BUY
 -
78
+ 0.39%
$5.09K - $5.93K
20K $1.76M
Nov 03, 2023 Q3 2023
Us Bancorp \De\

BUY
 -
75
New
$4.9K - $5.7K
75 $6.58K
Nov 02, 2023 Q3 2023
Capital Investment Advisory Services, LLC

BUY
 -
65
New
$4.24K - $4.94K
65 $5.7K
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
44
New
$2.87K - $3.34K
44 $3.86K
Oct 10, 2023 Q3 2023
National Bank Of Canada

BUY
 -
31
+ 4.4%
$2.02K - $2.36K
736 $64.6K

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