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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-5.98KClosed |
$400K - $440K
|
0
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.22K- 10.71% |
$483K - $531K
|
60.2K
$5.41M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.76K- 28.86% |
$518K - $570K
|
19.1K
$1.72M
|
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-10.9K- 6.34% |
$731K - $804K
|
162K
$14.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11.8K- 72.08% |
$792K - $871K
|
4.59K
$412K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-19.4K- 44.44% |
$1.3M - $1.43M
|
24.3K
$2.18M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-20.1K- 17.25% |
$1.34M - $1.48M
|
96.2K
$8.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-22K- 86.02% |
$1.47M - $1.62M
|
3.58K
$322K
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
SELL
|
- |
-22.4K- 62.39% |
$1.5M - $1.65M
|
13.5K
$1.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-27.2K- 72.44% |
$1.82M - $2M
|
10.4K
$929K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-34.4K- 27.31% |
$2.3M - $2.53M
|
91.5K
$8.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-35.1K- 86.85% |
$2.34M - $2.58M
|
5.31K
$477K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-56K- 24.39% |
$3.74M - $4.12M
|
174K
$15.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-56.3K- 11.67% |
$3.77M - $4.14M
|
426K
$38.3M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-85.2K- 79.18% |
$5.7M - $6.27M
|
22.4K
$2.01M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-161K- 34.3% |
$10.7M - $11.8M
|
308K
$27.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-175K- 61.48% |
$11.7M - $12.9M
|
110K
$9.83M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-396K- 99.0% |
$26.5M - $29.1M
|
3.99K
$358K
|