Purchases and Sales Made in Q3 2024 in Ishares Tr Residential And Mul (REZ)
This table provides information about the institutional ownership of Ishares Tr Residential And Mul (REZ) during Q3 2024. 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, 2024
Q3 2024
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
2.57M+ 51461.7% |
$197M - $235M
|
2.58M
$231M
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
258KNew |
$19.7M - $23.5M
|
258K
$23.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
147KNew |
$11.2M - $13.4M
|
147K
$13.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Consolidated Capital Management, LLC
|
BUY
|
- |
109KNew |
$8.31M - $9.91M
|
109K
$9.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
104KNew |
$7.93M - $9.46M
|
104K
$9.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
63.7K+ 40.52% |
$4.87M - $5.81M
|
221K
$19.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
63K+ 20.08% |
$4.82M - $5.75M
|
377K
$33.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
48K+ 331.89% |
$3.67M - $4.37M
|
62.4K
$5.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
40.3KNew |
$3.08M - $3.67M
|
40.3K
$3.61M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
31.8KNew |
$2.43M - $2.9M
|
31.8K
$2.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
27.9K+ 47.25% |
$2.14M - $2.55M
|
87.1K
$7.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
27.8K+ 18.84% |
$2.12M - $2.53M
|
175K
$15.7M
|
|
|
Nov 12, 2024
Q3 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
25.8KNew |
$1.97M - $2.35M
|
25.8K
$2.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
25.7K+ 1258.88% |
$1.97M - $2.35M
|
27.8K
$2.49M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
25K+ 44.06% |
$1.91M - $2.28M
|
81.8K
$7.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
24.9K+ 20.46% |
$1.91M - $2.27M
|
147K
$13.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
23.4KNew |
$1.79M - $2.13M
|
23.4K
$2.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
19.4KNew |
$1.48M - $1.77M
|
19.4K
$1.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13.6K+ 34.25% |
$1.04M - $1.24M
|
53.4K
$4.79M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
11.6KNew |
$889K - $1.06M
|
11.6K
$1.04M
|
|
|
Oct 31, 2024
Q3 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
11.5K+ 15.26% |
$879K - $1.05M
|
86.9K
$7.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
10.9KNew |
$831K - $991K
|
10.9K
$976K
|
|
|
Oct 09, 2024
Q3 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
9.29KNew |
$710K - $847K
|
9.29K
$834K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
8.98KNew |
$687K - $819K
|
8.98K
$806K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.11KNew |
$619K - $739K
|
8.11K
$728K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.53K+ 56.7% |
$576K - $687K
|
20.8K
$1.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.13K+ 16.65% |
$545K - $650K
|
50K
$4.48M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
6.63K+ 5.13% |
$507K - $605K
|
136K
$12.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.85K+ 43.66% |
$447K - $534K
|
19.3K
$1.73M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.82K+ 127.83% |
$445K - $531K
|
10.4K
$931K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.65K+ 8.61% |
$356K - $424K
|
58.7K
$5.27M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.56KNew |
$349K - $416K
|
4.56K
$410K
|
|
|
Oct 10, 2024
Q3 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
4.15K+ 30.98% |
$317K - $379K
|
17.6K
$1.58M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
4.07KNew |
$311K - $371K
|
4.07K
$365K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
3.87K+ 9.8% |
$296K - $353K
|
43.4K
$3.89M
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
3.73K+ 9.1% |
$285K - $340K
|
44.7K
$4.01M
|
|
|
Oct 04, 2024
Q3 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
3.46K+ 14.55% |
$264K - $315K
|
27.2K
$2.44M
|
|
|
Nov 06, 2024
Q3 2024
|
Bard Associates Inc
Chicago, IL |
BUY
|
- |
3.05K+ 85.67% |
$233K - $278K
|
6.61K
$593K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.97K+ 39.75% |
$227K - $271K
|
10.4K
$937K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.91KNew |
$222K - $265K
|
2.91K
$261K
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
2.49K+ 5.28% |
$190K - $227K
|
49.6K
$4.45M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
2.45KNew |
$187K - $223K
|
2.45K
$220K
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
BUY
|
- |
2.39KNew |
$183K - $218K
|
2.39K
$214K
|
|
|
Oct 24, 2024
Q3 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
2.38KNew |
$181K - $217K
|
2.38K
$213K
|
|
|
Nov 13, 2024
Q3 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
2.34KNew |
$179K - $214K
|
2.34K
$210K
|
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
2.32K+ 4.61% |
$177K - $211K
|
52.6K
$4.72M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.26KNew |
$173K - $206K
|
2.26K
$203K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.24K+ 13.77% |
$171K - $204K
|
18.5K
$1.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
1.64K+ 3715.91% |
$125K - $149K
|
1.68K
$151K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
1.63KNew |
$124K - $148K
|
1.63K
$146K
|