Purchases and Sales Made in Q4 2021 in Ishares Tr Residential And Mul (REZ)
This table provides information about the institutional ownership of Ishares Tr Residential And Mul (REZ) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
153K+ 97.63% |
$13.2M - $15.1M
|
310K
$27.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
95.2K+ 32.56% |
$8.2M - $9.35M
|
387K
$34.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
67.5K+ 2232.56% |
$5.82M - $6.63M
|
70.6K
$6.21M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
62.5K+ 21.69% |
$5.38M - $6.14M
|
351K
$30.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
40.5KNew |
$3.49M - $3.98M
|
40.5K
$3.56M
|
|
|
Feb 23, 2022
Q4 2021
|
Bullseye Investment Management, LLC
|
BUY
|
- |
34.9KNew |
$3.01M - $3.43M
|
34.9K
$3.07M
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
34.8KNew |
$3M - $3.42M
|
34.8K
$3.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
32.4K+ 51.52% |
$2.79M - $3.18M
|
95.3K
$8.39M
|
|
|
Feb 11, 2022
Q4 2021
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
29.4KNew |
$2.53M - $2.88M
|
29.4K
$2.58M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
24K+ 29.44% |
$2.06M - $2.35M
|
105K
$9.27M
|
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
20.4KNew |
$1.76M - $2.01M
|
20.4K
$1.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
20K+ 10.53% |
$1.73M - $1.97M
|
210K
$18.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Goldstream Capital Management LTD
|
BUY
|
- |
16.6KNew |
$1.43M - $1.63M
|
16.6K
$1.46M
|
|
|
Feb 14, 2022
Q4 2021
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
13.3KNew |
$1.15M - $1.31M
|
13.3K
$1.17M
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
13.3K+ 37.25% |
$1.14M - $1.3M
|
48.9K
$4.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Mainstay Capital Management LLC
|
BUY
|
- |
12.7KNew |
$1.09M - $1.25M
|
12.7K
$1.12M
|
|
|
Feb 03, 2022
Q4 2021
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
12.6KNew |
$1.09M - $1.24M
|
12.6K
$1.11M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
10K+ 58.44% |
$865K - $987K
|
27.2K
$2.4M
|
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
9.84KNew |
$847K - $966K
|
9.84K
$866K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.74K+ 82.85% |
$753K - $858K
|
19.3K
$1.7M
|
|
|
Feb 04, 2022
Q4 2021
|
Seaview Investment Managers LLC
|
BUY
|
- |
7.85K+ 298.82% |
$676K - $771K
|
10.5K
$923K
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
7.6KNew |
$655K - $747K
|
7.6K
$669K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.68K+ 3.55% |
$576K - $656K
|
195K
$17.1M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.11K+ 19.82% |
$526K - $600K
|
36.9K
$3.25M
|
|
|
Jan 31, 2022
Q4 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
5.33K+ 100.51% |
$459K - $524K
|
10.6K
$937K
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
5.04KNew |
$434K - $495K
|
5.04K
$444K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.93K+ 4.94% |
$425K - $485K
|
105K
$9.23M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.91K+ 1.86% |
$422K - $482K
|
269K
$23.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
4.16KNew |
$358K - $409K
|
4.16K
$366K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.08K+ 7.43% |
$266K - $303K
|
44.6K
$3.92M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3K+ 25.86% |
$258K - $295K
|
14.6K
$1.28M
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2.79KNew |
$241K - $274K
|
2.79K
$246K
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
2.66K+ 7.49% |
$229K - $261K
|
38.1K
$3.36M
|
|
|
Feb 11, 2022
Q4 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.53KNew |
$218K - $248K
|
2.53K
$223K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.52K+ 6.84% |
$217K - $247K
|
39.3K
$3.46M
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.37KNew |
$204K - $233K
|
2.37K
$209K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.2KNew |
$189K - $216K
|
2.2K
$194K
|
|
|
Feb 14, 2022
Q4 2021
|
Bard Associates Inc
Chicago, IL |
BUY
|
- |
2.17KNew |
$187K - $213K
|
2.17K
$191K
|
|
|
Feb 15, 2022
Q4 2021
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
2.13KNew |
$183K - $209K
|
2.13K
$187K
|
|
|
Jan 28, 2022
Q4 2021
|
Kendall Capital Management
|
BUY
|
- |
2.12K+ 19.64% |
$183K - $208K
|
12.9K
$1.14M
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.12KNew |
$183K - $208K
|
2.12K
$187K
|
|
|
Jan 26, 2022
Q4 2021
|
Index Fund Advisors, Inc.
|
BUY
|
- |
2.07KNew |
$178K - $203K
|
2.07K
$182K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.04KNew |
$175K - $200K
|
2.04K
$179K
|
|
|
Feb 08, 2022
Q4 2021
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
1.85K+ 2.63% |
$159K - $182K
|
72.2K
$6.35M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.67K+ 46.01% |
$144K - $164K
|
5.3K
$467K
|
|
|
Feb 15, 2022
Q4 2021
|
Bts Asset Management, Inc.
|
BUY
|
- |
1.2K+ 18.51% |
$104K - $118K
|
7.71K
$679K
|
|
|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
BUY
|
- |
1.1K+ 1100.0% |
$94.7K - $108K
|
1.2K
$106K
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
1.07K+ 2.71% |
$92.1K - $105K
|
40.5K
$3.57M
|
|
|
Feb 11, 2022
Q4 2021
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
981+ 2.0% |
$84.5K - $96.4K
|
49.9K
$4.39M
|
|
|
Jan 11, 2022
Q4 2021
|
Rvw Wealth, LLC
|
BUY
|
- |
898+ 14.61% |
$77.3K - $88.2K
|
7.05K
$620K
|