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 08, 2024
Q3 2024
|
Kendall Capital Management
|
SELL
|
- |
-224- 2.34% |
$17.1K - $20.4K
|
9.35K
$799K
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-246- 0.38% |
$18.8K - $22.4K
|
64.2K
$5.49M
|
|
|
Oct 08, 2024
Q3 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-258- 1.29% |
$19.7K - $23.5K
|
19.7K
$1.68M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-278- 8.06% |
$21.2K - $25.4K
|
3.17K
$271K
|
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-465- 5.03% |
$35.5K - $42.4K
|
8.78K
$750K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-498- 3.84% |
$38.1K - $45.4K
|
12.5K
$1.07M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-532- 13.38% |
$40.7K - $48.5K
|
3.45K
$294K
|
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-726- 10.18% |
$55.5K - $66.2K
|
6.4K
$547K
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-875- 16.62% |
$66.9K - $79.8K
|
4.39K
$375K
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-1.11K- 22.35% |
$84.9K - $101K
|
3.86K
$330K
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-1.85K- 8.69% |
$141K - $168K
|
19.4K
$1.66M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.52K- 2.14% |
$193K - $230K
|
115K
$9.84M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-2.79K- 51.2% |
$214K - $255K
|
2.66K
$228K
|
|
|
Oct 22, 2024
Q3 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-3.76K- 0.78% |
$288K - $343K
|
476K
$40.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.65K- 3.41% |
$355K - $424K
|
132K
$11.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-8.86K- 41.8% |
$677K - $808K
|
12.3K
$1.05M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-30.2K- 35.18% |
$2.31M - $2.76M
|
55.7K
$4.76M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-420K- 89.49% |
$32.1M - $38.3M
|
49.3K
$4.22M
|