Purchases and Sales Made in Q3 2023 in Ishares Tr Residential And Mul (REZ)
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
|
- |
443KNew |
$28.9M - $33.7M
|
443K
$39M
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
121KNew |
$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
$7.91M
|
|
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
$6.95M
|
|
Nov 13, 2023
Q3 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
30.9K+ 165.3% |
$2.02M - $2.35M
|
49.6K
$4.37M
|
|
Oct 24, 2023
Q3 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
27.3KNew |
$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
$5M
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
17.6K+ 4.07% |
$1.15M - $1.34M
|
452K
$39.7M
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
15K+ 20.39% |
$977K - $1.14M
|
88.4K
$7.78M
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
13.6K+ 92.1% |
$889K - $1.04M
|
28.4K
$2.5M
|
|
Oct 31, 2023
Q3 2023
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
7.41K+ 1.76% |
$484K - $563K
|
429K
$37.8M
|
|
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
$1.11M
|
|
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
$13.9M
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.82KNew |
$249K - $290K
|
3.82K
$336K
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.44K+ 8.21% |
$224K - $261K
|
45.3K
$3.99M
|
|
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
$2.23M
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.23K+ 67.83% |
$211K - $245K
|
7.98K
$703K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2.12KNew |
$139K - $161K
|
2.12K
$187K
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
2.01K+ 1096.72% |
$131K - $153K
|
2.19K
$193K
|
|
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
$269K
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.86K+ 4.18% |
$121K - $141K
|
46.3K
$4.08M
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.78K+ 60.19% |
$116K - $136K
|
4.75K
$418K
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.61K+ 0.29% |
$105K - $122K
|
555K
$48.9M
|
|
Nov 03, 2023
Q3 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
1.51K+ 3.37% |
$98.5K - $115K
|
46.3K
$4.08M
|
|
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
$949K
|
|
Oct 25, 2023
Q3 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
854+ 4.1% |
$55.8K - $64.9K
|
21.7K
$1.91M
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
804+ 9.4% |
$52.5K - $61.1K
|
9.36K
$824K
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
715+ 19.3% |
$46.7K - $54.3K
|
4.42K
$389K
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
591+ 13.05% |
$38.6K - $44.9K
|
5.12K
$451K
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
582+ 20.82% |
$38K - $44.2K
|
3.38K
$297K
|
|
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
$887K
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
387+ 9.31% |
$25.3K - $29.4K
|
4.55K
$400K
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
356+ 0.79% |
$23.2K - $27.1K
|
45.1K
$3.97M
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
225New |
$14.7K - $17.1K
|
225
$19.8K
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
211+ 3.5% |
$13.8K - $16K
|
6.25K
$550K
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
200New |
$13.1K - $15.2K
|
200
$17.6K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
142New |
$9.27K - $10.8K
|
142
$12.5K
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
100New |
$6.53K - $7.6K
|
100
$8.8K
|
|
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
|
- |
75New |
$4.9K - $5.7K
|
75
$6.6K
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
65New |
$4.24K - $4.94K
|
65
$5.72K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
44New |
$2.87K - $3.34K
|
44
$3.87K
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
31+ 4.4% |
$2.02K - $2.36K
|
736
$64.8K
|