Purchases and Sales Made in Q4 2023 in Ishares Tr Residential And Mul (REZ)
This table provides information about the institutional ownership of Ishares Tr Residential And Mul (REZ) during Q4 2023. 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, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
90.3KNew |
$5.54M - $6.72M
|
90.3K
$7.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
54.5K+ 646.73% |
$3.35M - $4.06M
|
63K
$5.12M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
50.8K+ 16.17% |
$3.12M - $3.78M
|
365K
$29.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
43.1K+ 34.77% |
$2.65M - $3.21M
|
167K
$13.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
33.6K+ 72.63% |
$2.07M - $2.5M
|
79.9K
$6.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
32.6KNew |
$2M - $2.43M
|
32.6K
$2.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
24.3K+ 158.07% |
$1.49M - $1.81M
|
39.7K
$3.23M
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
18.8K+ 21.32% |
$1.16M - $1.4M
|
107K
$8.72M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
15.5K+ 34.27% |
$950K - $1.15M
|
60.6K
$4.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.5K+ 19.59% |
$950K - $1.15M
|
94.5K
$7.69M
|
|
|
Jan 26, 2024
Q4 2023
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
14.1K+ 3.3% |
$869K - $1.05M
|
443K
$36M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
14.1KNew |
$864K - $1.05M
|
14.1K
$1.14M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
BUY
|
- |
11.9KNew |
$731K - $887K
|
11.9K
$969K
|
|
|
Jan 29, 2024
Q4 2023
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
11.1KNew |
$683K - $828K
|
11.1K
$905K
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
8.7KNew |
$534K - $647K
|
8.7K
$707K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
8.66K+ 7.18% |
$532K - $645K
|
129K
$10.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.83K+ 4.33% |
$419K - $508K
|
164K
$13.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.8K+ 1.22% |
$417K - $506K
|
562K
$45.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
4.71K+ 18.59% |
$289K - $351K
|
30K
$2.44M
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
4.48K+ 16.4% |
$275K - $334K
|
31.8K
$2.59M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.97KNew |
$244K - $296K
|
3.97K
$323K
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
3.4KNew |
$209K - $253K
|
3.4K
$276K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.25K+ 4.26% |
$199K - $242K
|
79.5K
$6.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
3.16KNew |
$194K - $235K
|
3.16K
$257K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
3.16KNew |
$194K - $235K
|
3.16K
$257K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
3.14K+ 22414.29% |
$193K - $234K
|
3.15K
$256K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.06KNew |
$188K - $228K
|
3.06K
$249K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.98KNew |
$183K - $222K
|
2.98K
$243K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.91K+ 50.2% |
$179K - $217K
|
8.72K
$709K
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.86KNew |
$176K - $213K
|
2.86K
$233K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.64K+ 1171.56% |
$162K - $196K
|
2.86K
$233K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.32K+ 75.77% |
$142K - $173K
|
5.38K
$437K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.73K+ 3.81% |
$106K - $129K
|
47.1K
$3.83M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.58K+ 216.85% |
$97.2K - $118K
|
2.31K
$188K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.49KNew |
$91.5K - $111K
|
1.49K
$121K
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1.46K+ 1.63% |
$89.6K - $109K
|
91.3K
$7.43M
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
1.17K+ 2.05% |
$71.6K - $86.8K
|
58K
$4.72M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.13K+ 22.13% |
$69.6K - $84.4K
|
6.25K
$509K
|
|
|
Nov 14, 2024
Q4 2023
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
894+ 3.61% |
$54.9K - $66.6K
|
25.7K
$2.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
850New |
$52.2K - $63.3K
|
850
$69.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
698New |
$42.9K - $52K
|
698
$56.8K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
635New |
$39K - $47.3K
|
635
$51.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
617+ 6.59% |
$37.9K - $45.9K
|
9.98K
$812K
|
|
|
Feb 23, 2024
Q4 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
593+ 2.73% |
$36.4K - $44.2K
|
22.3K
$1.81M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
397New |
$24.4K - $29.6K
|
397
$32.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Bard Associates Inc
Chicago, IL |
BUY
|
- |
360+ 11.62% |
$22.1K - $26.8K
|
3.46K
$281K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
310+ 7.01% |
$19K - $23.1K
|
4.73K
$385K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
293+ 0.99% |
$18K - $21.8K
|
29.9K
$2.43M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
291+ 3.65% |
$17.9K - $21.7K
|
8.27K
$673K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
202+ 0.9% |
$12.4K - $15K
|
22.7K
$1.85M
|