Purchases and Sales Made in Q4 2022 in Ishares Tr Residential And Mul (REZ)
This table provides information about the institutional ownership of Ishares Tr Residential And Mul (REZ) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
119K+ 50.73% |
$7.93M - $8.72M
|
352K
$31.6M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
94K+ 636.72% |
$6.28M - $6.91M
|
109K
$9.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
66.2K+ 15.87% |
$4.43M - $4.87M
|
483K
$43.4M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
58.3K+ 60.89% |
$3.9M - $4.29M
|
154K
$13.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
58.3K+ 60.89% |
$3.9M - $4.29M
|
154K
$13.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
56.3KNew |
$3.77M - $4.14M
|
56.3K
$5.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
33.7K+ 57.01% |
$2.25M - $2.48M
|
92.9K
$8.34M
|
|
|
Jan 31, 2023
Q4 2022
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
31.1K+ 8.5% |
$2.08M - $2.29M
|
397K
$35.6M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
23.3KNew |
$1.56M - $1.71M
|
23.3K
$2.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
16.6KNew |
$1.11M - $1.22M
|
16.6K
$1.49M
|
|
|
Feb 06, 2023
Q4 2022
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
14.4KNew |
$964K - $1.06M
|
14.4K
$1.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.9K+ 39.35% |
$930K - $1.02M
|
49.3K
$4.42M
|
|
|
May 09, 2023
Q4 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
10.8K+ 121.77% |
$721K - $793K
|
19.6K
$1.76M
|
|
|
Jan 23, 2023
Q4 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
8.77K+ 165.07% |
$586K - $645K
|
14.1K
$1.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
8.17K+ 385.01% |
$546K - $601K
|
10.3K
$924K
|
|
|
Jun 27, 2023
Q4 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
7.46KNew |
$499K - $549K
|
7.46K
$670K
|
|
|
Feb 09, 2023
Q4 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
7.45K+ 24.29% |
$498K - $548K
|
38.1K
$3.42M
|
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
BUY
|
- |
5.8K+ 20.81% |
$388K - $427K
|
33.7K
$3.02M
|
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
5.37K+ 19.16% |
$359K - $395K
|
33.4K
$3M
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
4.47K+ 46.61% |
$299K - $329K
|
14.1K
$1.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.35KNew |
$291K - $320K
|
4.35K
$391K
|
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
4.11KNew |
$275K - $302K
|
4.11K
$369K
|
|
|
Feb 10, 2023
Q4 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
4.11KNew |
$274K - $302K
|
4.11K
$369K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.99K+ 4.44% |
$267K - $294K
|
93.9K
$8.43M
|
|
|
Feb 01, 2023
Q4 2022
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3.88KNew |
$259K - $285K
|
3.88K
$348K
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
3.32KNew |
$222K - $244K
|
3.32K
$298K
|
|
|
Jan 23, 2023
Q4 2022
|
Jb Capital LLC
|
BUY
|
- |
3.13KNew |
$209K - $230K
|
3.13K
$281K
|
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2.46K+ 12.41% |
$165K - $181K
|
22.3K
$2M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
2.25K+ 17.02% |
$151K - $166K
|
15.5K
$1.39M
|
|
|
Feb 10, 2023
Q4 2022
|
Beta Wealth Group, Inc.
|
BUY
|
- |
1.83K+ 22.75% |
$123K - $135K
|
9.89K
$888K
|
|
|
Nov 14, 2024
Q4 2022
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
1.67K+ 6.65% |
$111K - $123K
|
26.7K
$2.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.59K+ 56.47% |
$106K - $117K
|
4.4K
$395K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.07KNew |
$71.4K - $78.6K
|
1.07K
$96K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
999New |
$66.8K - $73.5K
|
999
$89.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
918+ 22.62% |
$61.3K - $67.5K
|
4.98K
$447K
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
825+ 12.64% |
$55.1K - $60.7K
|
7.35K
$660K
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
781+ 4.08% |
$52.2K - $57.4K
|
19.9K
$1.79M
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
781+ 4.08% |
$52.2K - $57.4K
|
19.9K
$1.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
691+ 7.02% |
$46.2K - $50.8K
|
10.5K
$945K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
676+ 2.59% |
$45.2K - $49.7K
|
26.8K
$2.41M
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
600New |
$40.1K - $44.1K
|
600
$53.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
544New |
$36.4K - $40K
|
544
$48.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
466+ 11.14% |
$31.1K - $34.3K
|
4.65K
$418K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
324New |
$21.7K - $23.8K
|
324
$29.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
263New |
$17.6K - $19.3K
|
263
$23.6K
|
|
|
Feb 02, 2023
Q4 2022
|
Bts Asset Management, Inc.
|
BUY
|
- |
251+ 3.77% |
$16.8K - $18.5K
|
6.91K
$620K
|
|
|
Feb 14, 2023
Q4 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
215+ 1.49% |
$14.4K - $15.8K
|
14.6K
$1.31M
|
|
|
Feb 13, 2023
Q4 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
215+ 1.49% |
$14.4K - $15.8K
|
14.6K
$1.31M
|
|
|
Jan 30, 2023
Q4 2022
|
Kendall Capital Management
|
BUY
|
- |
215+ 2.24% |
$14.4K - $15.8K
|
9.8K
$879K
|
|
|
Jan 25, 2023
Q4 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
174+ 2.3% |
$11.6K - $12.8K
|
7.73K
$694K
|