Purchases and Sales Made in Q4 2024 in Ishares Tr Residential And Mul (REZ)
This table provides information about the institutional ownership of Ishares Tr Residential And Mul (REZ) during Q4 2024. 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 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
1.07MNew |
$84.6M - $96M
|
1.07M
$89M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.05M+ 8029.37% |
$82.6M - $93.9M
|
1.06M
$88.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1MNew |
$79.1M - $89.9M
|
1M
$83.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
84.8K+ 169.78% |
$6.7M - $7.61M
|
135K
$11.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
46.8KNew |
$3.7M - $4.2M
|
46.8K
$3.89M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
45.7K+ 17.74% |
$3.61M - $4.1M
|
303K
$25.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
23.9KNew |
$1.89M - $2.14M
|
23.9K
$1.99M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
20.7KNew |
$1.64M - $1.86M
|
20.7K
$1.72M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
15.8K+ 24.59% |
$1.25M - $1.42M
|
80K
$6.66M
|
|
|
Jan 23, 2025
Q4 2024
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
14.1KNew |
$1.11M - $1.26M
|
14.1K
$1.17M
|
|
|
Feb 04, 2025
Q4 2024
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
13.5KNew |
$1.07M - $1.22M
|
13.5K
$1.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
9.71KNew |
$768K - $872K
|
9.71K
$808K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.43K+ 90.96% |
$746K - $847K
|
19.8K
$1.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.17K+ 44.85% |
$725K - $823K
|
29.6K
$2.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.61K+ 144.9% |
$523K - $594K
|
11.2K
$930K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
5.41K+ 3.98% |
$428K - $486K
|
141K
$11.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
3.68KNew |
$291K - $331K
|
3.68K
$307K
|
|
|
Jan 15, 2025
Q4 2024
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
3.59K+ 15.38% |
$284K - $323K
|
27K
$2.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
3.57KNew |
$282K - $321K
|
3.57K
$297K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.4KNew |
$268K - $305K
|
3.4K
$283K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.58K+ 20.66% |
$204K - $232K
|
15.1K
$1.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
2.4K+ 5.38% |
$190K - $216K
|
47.1K
$3.92M
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
2.39K+ 8.79% |
$189K - $215K
|
29.6K
$2.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
2.16K+ 2.48% |
$171K - $194K
|
89.1K
$7.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.81K+ 880.58% |
$143K - $163K
|
2.02K
$168K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.42K+ 40.49% |
$113K - $128K
|
4.94K
$411K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
952+ 32.77% |
$75.2K - $85.5K
|
3.86K
$321K
|
|
|
Feb 05, 2025
Q4 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
881+ 4.55% |
$69.6K - $79.1K
|
20.2K
$1.68M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
842+ 6.82% |
$66.6K - $75.6K
|
13.2K
$1.1M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
689+ 28.84% |
$54.5K - $61.9K
|
3.08K
$256K
|
|
|
Feb 06, 2025
Q4 2024
|
Bard Associates Inc
Chicago, IL |
BUY
|
- |
595+ 9.0% |
$47K - $53.4K
|
7.2K
$600K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
550New |
$43.5K - $49.4K
|
550
$45.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
461+ 461.0% |
$36.4K - $41.4K
|
561
$46.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
318+ 1514.29% |
$25.1K - $28.5K
|
339
$28.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
235New |
$18.6K - $21.1K
|
235
$19.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
203New |
$16K - $18.2K
|
203
$16.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
145+ 0.33% |
$11.5K - $13K
|
43.5K
$3.62M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
141+ 4.09% |
$11.1K - $12.7K
|
3.59K
$298K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
132+ 58.93% |
$10.4K - $11.8K
|
356
$29.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
115+ 0.65% |
$9.09K - $10.3K
|
17.7K
$1.47M
|
|
|
Jan 24, 2025
Q4 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
108+ 0.55% |
$8.54K - $9.7K
|
19.8K
$1.65M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
100New |
$7.9K - $8.98K
|
100
$8.32K
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
100+ 0.2% |
$7.9K - $8.98K
|
49.7K
$4.13M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
72+ 130.91% |
$5.69K - $6.46K
|
127
$10.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
71+ 1.5% |
$5.61K - $6.37K
|
4.81K
$400K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
56+ 0.69% |
$4.43K - $5.03K
|
8.2K
$682K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
41+ 2.04% |
$3.24K - $3.68K
|
2.05K
$170K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
39+ 1.46% |
$3.08K - $3.5K
|
2.7K
$225K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
27New |
$2.13K - $2.42K
|
27
$2.25K
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
25+ 0.8% |
$1.98K - $2.24K
|
3.15K
$262K
|