Purchases and Sales Made in Q4 2022 in Ishares Tr Residential And Mul (REZ)

REZ Quotes by TradingView

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
Feb 13, 2023 Q4 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
170
+ 100.0%
$11.4K - $12.5K
340 $30.5K
Jan 17, 2023 Q4 2022
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
137
New
$9.16K - $10.1K
137 $12.3K
Jan 18, 2023 Q4 2022
Cardinal Strategic Wealth Guidance

BUY
 -
118
New
$7.89K - $8.68K
118 $10.6K
Mar 06, 2023 Q4 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
104
+ 26.0%
$6.95K - $7.65K
504 $45.2K
Jan 24, 2023 Q4 2022
National Bank Of Canada

BUY
 -
100
+ 17.67%
$6.68K - $7.35K
666 $59.8K
Jan 26, 2023 Q4 2022
American Financial Advisors, LLC

BUY
 -
90
+ 1.25%
$6.01K - $6.62K
7.27K $653K
Feb 13, 2023 Q4 2022
Us Bancorp \De\

BUY
 -
85
New
$5.68K - $6.25K
85 $7.63K
Feb 14, 2023 Q4 2022
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
77
New
$5.15K - $5.66K
77 $6.91K
Feb 13, 2023 Q4 2022
Global Retirement Partners, LLC

BUY
 -
76
+ 1.12%
$5.08K - $5.59K
6.86K $616K
Feb 14, 2023 Q4 2022
Patriot Investment Management Inc.

BUY
 -
75
New
$5.01K - $5.52K
75 $6.73K
Feb 08, 2023 Q4 2022
Beirne Wealth Consulting Services, LLC

BUY
 -
70
+ 1.09%
$4.68K - $5.15K
6.5K $583K
Feb 14, 2023 Q4 2022
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
60
New
$4.01K - $4.41K
60 $5.39K
Jan 24, 2023 Q4 2022
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
29
+ 0.39%
$1.94K - $2.13K
7.42K $666K
Jan 27, 2023 Q4 2022
Signaturefd, LLC

Atlanta, GA
BUY
 -
21
+ 1.07%
$1.4K - $1.54K
1.98K $177K
Feb 08, 2023 Q4 2022
Belpointe Asset Management LLC

BUY
 -
15
New
$1K - $1.1K
15 $1.35K
Jan 27, 2023 Q4 2022
Boston Financial Mangement LLC

Boston, MA
BUY
 -
6
+ 0.02%
$401 - $441
25.7K $2.31M
Feb 09, 2023 Q4 2022
Running Point Capital Advisors, LLC

BUY
 -
4
+ 2.74%
$267 - $294
150 $13.5K
Feb 14, 2023 Q4 2022
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
3
+ 3.0%
$200 - $221
103 $9.25K
Feb 14, 2023 Q4 2022
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
2
+ 1.71%
$134 - $147
119 $10.7K
Jan 17, 2023 Q4 2022
Horan Securities, Inc.

BUY
 -
2
+ 1.06%
$134 - $147
191 $17.1K
Jan 30, 2023 Q4 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Feb 10, 2023 Q4 2022
Assetmark, Inc

SELL
 -
-59
- 18.15%
$3.94K - $4.34K
266 $23.9K
Feb 08, 2023 Q4 2022
Seaview Investment Managers LLC

SELL
 -
-71
- 1.95%
$4.74K - $5.22K
3.57K $320K
Feb 01, 2023 Q4 2022
Cwm, LLC

SELL
 -
-143
- 91.08%
$9.56K - $10.5K
14 $1.26K
Aug 30, 2023 Q4 2022
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-167
- 3.51%
$11.2K - $12.3K
4.59K $412K
Feb 07, 2023 Q4 2022
Ifp Advisors, Inc

SELL
 -
-226
- 2.83%
$15.1K - $16.6K
7.77K $697K
Feb 08, 2023 Q4 2022
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-230
- 3.84%
$15.4K - $16.9K
5.77K $518K
Jan 10, 2023 Q4 2022
Rda Financial Network

SELL
 -
-282
- 7.54%
$18.8K - $20.7K
3.46K $311K
Feb 08, 2023 Q4 2022
Ubs Group Ag

SELL
 -
-380
- 0.78%
$25.4K - $27.9K
48.6K $4.36M
Feb 03, 2023 Q4 2022
Eagle Strategies LLC

New York, NY
SELL
 -
-424
- 1.87%
$28.3K - $31.2K
22.2K $1.99M
Feb 15, 2023 Q4 2022
Harbour Investments, Inc.

Madison, WI
SELL
 -
-466
- 35.12%
$31.1K - $34.3K
861 $77.3K
Jan 27, 2023 Q4 2022
Courage Miller Partners, LLC

SELL
 -
-507
- 4.75%
$33.9K - $37.3K
10.2K $913K
Feb 14, 2023 Q4 2022
Momentum Advisors, LLC

SELL
 -
-572
- 3.87%
$38.2K - $42.1K
14.2K $1.28M
Jan 11, 2023 Q4 2022
Sound Income Strategies, LLC

SELL
 -
-607
- 10.22%
$40.6K - $44.6K
5.33K $479K
Feb 10, 2023 Q4 2022
Keeley Teton Advisors, LLC

Chicago, IL
SELL
 -
-672
- 0.97%
$44.9K - $49.4K
68.3K $6.13M
Feb 13, 2023 Q4 2022
Jpmorgan Chase & CO

New York, NY
SELL
 -
-999
- 21.02%
$66.8K - $73.5K
3.75K $337K
Feb 17, 2023 Q4 2022
Truist Financial Corp

SELL
 -
-1.01K
- 19.61%
$67.7K - $74.5K
4.15K $373K
Jan 23, 2023 Q4 2022
Tap Consulting, LLC

SELL
 -
-1.11K
- 5.53%
$74.4K - $81.9K
19K $1.71M
Feb 13, 2023 Q4 2022
Stifel Financial Corp

St. Louis, MO
SELL
 -
-1.36K
- 4.47%
$91.1K - $100K
29.1K $2.61M
Feb 03, 2023 Q4 2022
Ascension Capital Advisors, Inc.

Houston, TX
SELL
 -
-1.39K
- 1.84%
$92.7K - $102K
73.8K $6.63M
Feb 14, 2023 Q4 2022
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-1.45K
- 9.31%
$96.8K - $107K
14.1K $1.27M
Feb 10, 2023 Q4 2022
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-1.59K
- 8.35%
$106K - $117K
17.4K $1.56M
Feb 13, 2023 Q4 2022
Buckingham Strategic Wealth, LLC

Clayton, MO
SELL
 -
-1.75K
- 17.0%
$117K - $129K
8.53K $766K
Feb 14, 2023 Q4 2022
Pacific Sun Financial Corp

SELL
 -
-1.98K
- 6.61%
$132K - $146K
28K $2.51M
Feb 13, 2023 Q4 2022
Sovereign Financial Group, Inc.

Stamford, CT
SELL
 -
-2.05K
- 11.06%
$137K - $151K
16.5K $1.48M
Jan 25, 2023 Q4 2022
Mgo One Seven LLC

Beachwood, OH
SELL
 -
-5.17K
- 50.05%
$346K - $380K
5.16K $463K
Feb 01, 2023 Q4 2022
Bank Of Montreal

Toronto, A6
SELL
 -
-5.7K
- 82.62%
$381K - $419K
1.2K $108K
Feb 08, 2023 Q4 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-5.83K
- 14.13%
$390K - $429K
35.4K $3.18M
Feb 07, 2023 Q4 2022
Commonwealth Equity Services, LLC

SELL
 -
-5.92K
- 14.44%
$396K - $435K
35.1K $3.15M

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