Purchases and Sales Made in Q3 2025 in Ishares Tr Residential And Mul (REZ)
This table provides information about the institutional ownership of Ishares Tr Residential And Mul (REZ) during Q3 2025. 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 04, 2025
Q3 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
9.98KNew |
$809K - $851K
|
9.98K
$830K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
7.7K+ 95.98% |
$624K - $656K
|
15.7K
$1.31M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
5.38K+ 3.31% |
$436K - $458K
|
168K
$14M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
5K+ 40.34% |
$405K - $426K
|
17.4K
$1.45M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4.55K+ 2.71% |
$369K - $388K
|
172K
$14.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
4.48KNew |
$363K - $382K
|
4.48K
$373K
|
|
|
Oct 29, 2025
Q3 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
4.44K+ 156.78% |
$360K - $378K
|
7.27K
$605K
|
|
|
Oct 16, 2025
Q3 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
4.32K+ 22.85% |
$350K - $368K
|
23.2K
$1.93M
|
|
|
Nov 04, 2025
Q3 2025
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
4.2K+ 6.15% |
$340K - $358K
|
72.5K
$6.03M
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
3.55K+ 7.22% |
$288K - $303K
|
52.8K
$4.39M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.4KNew |
$275K - $289K
|
3.4K
$283K
|
|
|
Nov 04, 2025
Q3 2025
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
2.92K+ 36.99% |
$237K - $249K
|
10.8K
$900K
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
2.38KNew |
$193K - $203K
|
2.38K
$198K
|
|
|
Nov 04, 2025
Q3 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
1.79K+ 9.94% |
$145K - $153K
|
19.8K
$1.65M
|
|
|
Nov 03, 2025
Q3 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
1.73K+ 0.96% |
$140K - $147K
|
181K
$15.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
1.66K+ 2.98% |
$135K - $142K
|
57.4K
$4.78M
|
|
|
Oct 10, 2025
Q3 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.63K+ 38.8% |
$132K - $139K
|
5.83K
$485K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.62K+ 22.45% |
$131K - $138K
|
8.84K
$736K
|
|
|
Oct 24, 2025
Q3 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
1.56K+ 4.98% |
$126K - $133K
|
32.9K
$2.74M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.47K+ 4.69% |
$119K - $125K
|
32.8K
$2.73M
|
|
|
Oct 07, 2025
Q3 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
1.37K+ 3.56% |
$111K - $117K
|
39.9K
$3.32M
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
1.27K+ 1.92% |
$103K - $108K
|
67.4K
$5.61M
|
|
|
Oct 08, 2025
Q3 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
1.03K+ 7.38% |
$83.7K - $88K
|
15K
$1.25M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
909+ 3.57% |
$73.7K - $77.5K
|
26.3K
$2.19M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
874+ 15.0% |
$70.8K - $74.5K
|
6.7K
$558K
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
613+ 1.2% |
$49.7K - $52.2K
|
51.7K
$4.31M
|
|
|
Oct 27, 2025
Q3 2025
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
564+ 2.31% |
$45.7K - $48.1K
|
25K
$2.08M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
384+ 14.16% |
$31.1K - $32.7K
|
3.1K
$258K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
258+ 2.04% |
$20.9K - $22K
|
12.9K
$1.07M
|
|
|
Oct 21, 2025
Q3 2025
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
237+ 1.73% |
$19.2K - $20.2K
|
13.9K
$1.16M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
102+ 0.4% |
$8.27K - $8.69K
|
25.6K
$2.13M
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
57New |
$4.62K - $4.86K
|
57
$4.74K
|
|
|
Oct 14, 2025
Q3 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
32+ 0.14% |
$2.59K - $2.73K
|
23K
$1.91M
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
19New |
$1.54K - $1.62K
|
19
$1.58K
|
|
|
Oct 10, 2025
Q3 2025
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
17+ 0.09% |
$1.38K - $1.45K
|
19.8K
$1.65M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1+ 0.42% |
$81.1 - $85.2
|
240
$20K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1+ 1.19% |
$81.1 - $85.2
|
85
$7.07K
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
1+ 1.79% |
$81.1 - $85.2
|
57
$4.74K
|
|
|
Oct 22, 2025
Q3 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-9- 0.14% |
$730 - $767
|
6.37K
$530K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-14- 73.68% |
$1.13K - $1.19K
|
5
$416
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-38- 1.08% |
$3.08K - $3.24K
|
3.49K
$290K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
SELL
|
- |
-68- 2.32% |
$5.51K - $5.8K
|
2.87K
$238K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-100- 2.04% |
$8.11K - $8.52K
|
4.81K
$400K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-127- 3.25% |
$10.3K - $10.8K
|
3.78K
$315K
|
|
|
Oct 20, 2025
Q3 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-244- 6.19% |
$19.8K - $20.8K
|
3.7K
$308K
|
|
|
Oct 08, 2025
Q3 2025
|
Rda Financial Network
|
SELL
|
- |
-432- 14.23% |
$35K - $36.8K
|
2.6K
$217K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-500- 24.43% |
$40.5K - $42.6K
|
1.55K
$129K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-535- 21.49% |
$43.4K - $45.6K
|
1.95K
$163K
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-599- 8.91% |
$48.6K - $51.1K
|
6.13K
$510K
|
|
|
Oct 29, 2025
Q3 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-612- 7.81% |
$49.6K - $52.2K
|
7.23K
$601K
|