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 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
162New |
$9.95K - $12.1K
|
162
$13.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
160+ 2.05% |
$9.82K - $11.9K
|
7.97K
$649K
|
|
|
Jan 22, 2024
Q4 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
154+ 2.04% |
$9.46K - $11.5K
|
7.7K
$627K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
126New |
$7.74K - $9.38K
|
126
$10.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
116New |
$7.12K - $8.64K
|
116
$9.44K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
72+ 1.51% |
$4.42K - $5.36K
|
4.83K
$393K
|
|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
61+ 2.02% |
$3.75K - $4.54K
|
3.07K
$250K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
58+ 25.78% |
$3.56K - $4.32K
|
283
$23K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
30New |
$1.84K - $2.23K
|
30
$2.44K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
24+ 0.05% |
$1.47K - $1.79K
|
44.4K
$3.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
19+ 0.56% |
$1.17K - $1.41K
|
3.4K
$276K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
12New |
$737 - $894
|
12
$977
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
9+ 21.43% |
$553 - $670
|
51
$4.15K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
6+ 1.99% |
$368 - $447
|
308
$25.1K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
3+ 0.41% |
$184 - $223
|
739
$60.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2+ 1.92% |
$123 - $149
|
106
$8.63K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2+ 2.5% |
$123 - $149
|
82
$6.67K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
2+ 22.22% |
$123 - $149
|
11
$895
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-15Closed |
$921 - $1.12K
|
0
$0
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
SELL
|
- |
-52- 1.63% |
$3.19K - $3.87K
|
3.13K
$255K
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-56- 0.81% |
$3.44K - $4.17K
|
6.87K
$559K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-117- 50.87% |
$7.18K - $8.71K
|
113
$9.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-118- 5.56% |
$7.25K - $8.79K
|
2.01K
$163K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-223- 5.19% |
$13.7K - $16.6K
|
4.07K
$331K
|
|
|
Jan 26, 2024
Q4 2023
|
Kendall Capital Management
|
SELL
|
- |
-258- 2.39% |
$15.8K - $19.2K
|
10.5K
$857K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-374- 61.72% |
$23K - $27.8K
|
232
$18.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-407- 8.57% |
$25K - $30.3K
|
4.34K
$353K
|
|
|
Feb 05, 2024
Q4 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-412- 5.56% |
$25.3K - $30.7K
|
6.99K
$569K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-420- 5.13% |
$25.8K - $31.3K
|
7.78K
$633K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-420- 46.67% |
$25.8K - $31.3K
|
480
$39.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-666- 33.05% |
$40.9K - $49.6K
|
1.35K
$110K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-735- 6.15% |
$45.1K - $54.7K
|
11.2K
$913K
|
|
|
Jan 08, 2024
Q4 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-764- 11.69% |
$46.9K - $56.9K
|
5.77K
$470K
|
|
|
Jan 25, 2024
Q4 2023
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-796- 1.1% |
$48.9K - $59.3K
|
71.5K
$5.82M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-830- 18.26% |
$51K - $61.8K
|
3.72K
$302K
|
|
|
Feb 13, 2024
Q4 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-912- 1.47% |
$56K - $67.9K
|
61.2K
$4.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-924- 9.25% |
$56.7K - $68.8K
|
9.07K
$738K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-953- 20.62% |
$58.5K - $71K
|
3.67K
$299K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-989- 19.16% |
$60.7K - $73.6K
|
4.17K
$340K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.02K- 6.55% |
$62.5K - $75.8K
|
14.5K
$1.18M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.39K- 37.6% |
$85.6K - $104K
|
2.31K
$188K
|
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-1.43K- 5.25% |
$87.8K - $106K
|
25.8K
$2.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-1.45K- 16.03% |
$89K - $108K
|
7.59K
$618K
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.77K- 27.21% |
$108K - $131K
|
4.72K
$384K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.94K- 94.62% |
$119K - $144K
|
110
$8.95K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-2.04K- 93.11% |
$125K - $152K
|
151
$12.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.14K- 10.8% |
$132K - $159K
|
17.7K
$1.44M
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-2.19K- 34.97% |
$134K - $163K
|
4.06K
$331K
|