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 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
30+ 0.3% |
$1.96K - $2.28K
|
9.99K
$897K
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
11+ 35.48% |
$718 - $836
|
42
$3.77K
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
9New |
$588 - $684
|
9
$808
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2New |
$131 - $152
|
2
$180
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
SELL
|
- |
-27- 0.84% |
$1.76K - $2.05K
|
3.18K
$286K
|
|
|
Nov 13, 2023
Q3 2023
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-60- 1.9% |
$3.92K - $4.56K
|
3.1K
$278K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-65- 9.69% |
$4.24K - $4.94K
|
606
$54.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-84- 0.51% |
$5.48K - $6.38K
|
16.3K
$1.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-120- 61.54% |
$7.83K - $9.12K
|
75
$6.73K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-122- 1.47% |
$7.97K - $9.27K
|
8.2K
$736K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-125- 3.26% |
$8.16K - $9.5K
|
3.71K
$333K
|
|
|
Oct 13, 2023
Q3 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-200- 2.16% |
$13.1K - $15.2K
|
9.04K
$812K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-209- 4.64% |
$13.6K - $15.9K
|
4.29K
$385K
|
|
|
Nov 14, 2023
Q3 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-233- 3.25% |
$15.2K - $17.7K
|
6.93K
$622K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-400- 22.32% |
$26.1K - $30.4K
|
1.39K
$125K
|
|
|
Jan 11, 2024
Q3 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-430- 1.55% |
$28.1K - $32.7K
|
27.2K
$2.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-487- 0.46% |
$31.8K - $37K
|
105K
$9.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-564- 14.12% |
$36.8K - $42.9K
|
3.43K
$308K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-616- 8.61% |
$40.2K - $46.8K
|
6.54K
$587K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-658- 92.42% |
$43K - $50K
|
54
$4.85K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-691- 7.78% |
$45.1K - $52.5K
|
8.2K
$736K
|
|
|
Nov 08, 2023
Q3 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-691- 1.1% |
$45.1K - $52.5K
|
62.1K
$5.58M
|
|
|
Dec 05, 2023
Q3 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-716- 2.92% |
$46.7K - $54.4K
|
23.8K
$2.14M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-812- 4.96% |
$53K - $61.7K
|
15.6K
$1.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-1.05K- 8.05% |
$68.4K - $79.6K
|
12K
$1.07M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.12K- 22.14% |
$73.1K - $85.1K
|
3.94K
$354K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.54K- 3.35% |
$100K - $117K
|
44.4K
$3.98M
|
|
|
Nov 06, 2023
Q3 2023
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.65K- 2.23% |
$108K - $125K
|
72.3K
$6.49M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.71K- 7.93% |
$111K - $130K
|
19.8K
$1.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.94K- 29.59% |
$127K - $148K
|
4.62K
$415K
|
|
|
Nov 14, 2024
Q3 2023
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-1.96K- 7.32% |
$128K - $149K
|
24.8K
$2.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.17K- 11.68% |
$142K - $165K
|
16.4K
$1.47M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-4.11K- 29.59% |
$269K - $313K
|
9.79K
$879K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.93K- 16.12% |
$322K - $374K
|
25.6K
$2.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.04K- 21.47% |
$329K - $383K
|
18.4K
$1.65M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-8.29K- 56.74% |
$541K - $630K
|
6.32K
$567K
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
SELL
|
- |
-10.7K- 54.01% |
$697K - $811K
|
9.09K
$816K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-14.8K- 3.56% |
$963K - $1.12M
|
400K
$35.9M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-15.6K- 75.52% |
$1.02M - $1.19M
|
5.07K
$455K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-19.4K- 20.25% |
$1.26M - $1.47M
|
76.3K
$6.85M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-20.4K- 18.0% |
$1.33M - $1.55M
|
92.8K
$8.33M
|
|
|
Oct 26, 2023
Q3 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-23.3K- 75.89% |
$1.52M - $1.77M
|
7.41K
$665K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-26.6K- 82.11% |
$1.74M - $2.02M
|
5.81K
$521K
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-54.5K- 86.61% |
$3.56M - $4.14M
|
8.43K
$757K
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-61.4K- 87.93% |
$4.01M - $4.67M
|
8.43K
$757K
|