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 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
875+ 106.19% |
$75.4K - $86K
|
1.7K
$145K
|
|
|
Feb 11, 2022
Q4 2021
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
854+ 1.26% |
$73.6K - $83.9K
|
68.6K
$5.86M
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
833+ 20.17% |
$71.7K - $81.8K
|
4.96K
$424K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
759New |
$65.4K - $74.6K
|
759
$64.9K
|
|
|
Jan 04, 2022
Q4 2021
|
Camelot Portfolios, LLC
|
BUY
|
- |
680+ 22.28% |
$58.6K - $66.8K
|
3.73K
$319K
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
664+ 15.18% |
$57.2K - $65.2K
|
5.04K
$431K
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
654+ 7.77% |
$56.3K - $64.2K
|
9.07K
$775K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
581+ 13.41% |
$50K - $57.1K
|
4.92K
$420K
|
|
|
Feb 02, 2022
Q4 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
524New |
$45.1K - $51.5K
|
524
$44.8K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
501New |
$43.2K - $49.2K
|
501
$42.8K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
481+ 15.95% |
$41.4K - $47.2K
|
3.5K
$299K
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
374New |
$32.2K - $36.7K
|
374
$32K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
344+ 11.97% |
$29.6K - $33.8K
|
3.22K
$275K
|
|
|
Jan 26, 2022
Q4 2021
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
341+ 0.19% |
$29.4K - $33.5K
|
179K
$15.3M
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
230New |
$19.8K - $22.6K
|
230
$19.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
215+ 13.0% |
$18.5K - $21.1K
|
1.87K
$160K
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
186New |
$16K - $18.3K
|
186
$15.9K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
174New |
$15K - $17.1K
|
174
$14.9K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
170New |
$14.6K - $16.7K
|
170
$14.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
150+ 6.32% |
$12.9K - $14.7K
|
2.52K
$216K
|
|
|
Feb 14, 2022
Q4 2021
|
Claremont Financial Group, Inc.
Claremont, CA |
BUY
|
- |
134New |
$11.5K - $13.2K
|
134
$11.5K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
131+ 97.04% |
$11.3K - $12.9K
|
266
$22.7K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
119+ 4.59% |
$10.2K - $11.7K
|
2.71K
$232K
|
|
|
Jan 31, 2022
Q4 2021
|
Rda Financial Network
|
BUY
|
- |
111+ 2.51% |
$9.56K - $10.9K
|
4.53K
$387K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
75New |
$6.46K - $7.37K
|
75
$6.41K
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
70+ 2.34% |
$6.03K - $6.88K
|
3.06K
$262K
|
|
|
Feb 11, 2022
Q4 2021
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
69+ 0.93% |
$5.94K - $6.78K
|
7.49K
$640K
|
|
|
Feb 14, 2022
Q4 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
58New |
$5K - $5.7K
|
58
$4.96K
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
58+ 100.0% |
$5K - $5.7K
|
116
$9.91K
|
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
52New |
$4.48K - $5.11K
|
52
$4.44K
|
|
|
Jan 24, 2022
Q4 2021
|
Consolidated Capital Management, LLC
|
BUY
|
- |
42+ 1.44% |
$3.62K - $4.13K
|
2.96K
$253K
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
38+ 0.57% |
$3.27K - $3.73K
|
6.75K
$576K
|
|
|
Jan 12, 2022
Q4 2021
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
26+ 0.95% |
$2.24K - $2.55K
|
2.77K
$237K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
23New |
$1.98K - $2.26K
|
23
$1.97K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
23+ 0.96% |
$1.98K - $2.26K
|
2.41K
$206K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
15New |
$1.29K - $1.47K
|
15
$1.28K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
14+ 0.74% |
$1.21K - $1.38K
|
1.92K
$164K
|
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
13+ 9.77% |
$1.12K - $1.28K
|
146
$12.5K
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
12+ 0.12% |
$1.03K - $1.18K
|
9.73K
$832K
|
|
|
Jan 27, 2022
Q4 2021
|
Investors Research Corp
|
BUY
|
- |
8New |
$689 - $786
|
8
$684
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6New |
$517 - $589
|
6
$513
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4+ 0.45% |
$345 - $393
|
890
$76.1K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3+ 0.46% |
$258 - $295
|
650
$55.5K
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
2+ 1.09% |
$172 - $196
|
186
$15.9K
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-5Closed |
$431 - $491
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-13- 11.5% |
$1.12K - $1.28K
|
100
$8.55K
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-16- 0.39% |
$1.38K - $1.57K
|
4.14K
$354K
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-22Closed |
$1.89K - $2.16K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-23- 0.26% |
$1.98K - $2.26K
|
8.96K
$766K
|
|
|
Jan 10, 2022
Q4 2021
|
Murphy Capital Management Inc
|
SELL
|
- |
-25- 0.67% |
$2.15K - $2.46K
|
3.71K
$317K
|