Latest Institutional Transactions on Ishares Tr Residential And Mul (REZ)
This table provides information on the latest institutional transactions involving Ishares Tr Residential And Mul (REZ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
943+ 7.01% |
$71.8K - $81.4K
|
14.4K
$1.22M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
20+ 0.51% |
$1.52K - $1.73K
|
3.91K
$331K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-241- 7.57% |
$18.3K - $20.8K
|
2.94K
$249K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1+ 0.91% |
$76.1 - $86.4
|
111
$9.39K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3+ 0.06% |
$228 - $259
|
4.91K
$416K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-361- 12.67% |
$27.5K - $31.2K
|
2.49K
$211K
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
2.42K+ 8.39% |
$185K - $209K
|
31.3K
$2.65M
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
BUY
|
- |
393+ 3.82% |
$29.9K - $33.9K
|
10.7K
$904K
|
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.11K+ 35.78% |
$84.3K - $95.6K
|
4.2K
$355K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-10- 0.34% |
$761 - $864
|
2.93K
$248K
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
118+ 3.09% |
$8.98K - $10.2K
|
3.94K
$333K
|
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
109+ 0.58% |
$8.3K - $9.41K
|
18.9K
$1.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
332+ 48.26% |
$25.3K - $28.7K
|
1.02K
$86.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.71KNew |
$206K - $234K
|
2.71K
$229K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-29Closed |
$2.21K - $2.5K
|
0
$0
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-4.6K- 19.75% |
$350K - $397K
|
18.7K
$1.58M
|
|
|
Jul 14, 2025
Q2 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
3.53K+ 10.08% |
$269K - $305K
|
38.5K
$3.26M
|
|
|
Jul 14, 2025
Q2 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
3.8KNew |
$289K - $328K
|
3.8K
$321K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
2+ 0.84% |
$152 - $173
|
239
$20.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-6.79K- 45.85% |
$517K - $586K
|
8.02K
$678K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
149+ 2.03% |
$11.3K - $12.9K
|
7.5K
$634K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
16+ 0.24% |
$1.22K - $1.38K
|
6.72K
$569K
|
|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
36+ 0.16% |
$2.74K - $3.11K
|
23K
$1.94M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-3.26K- 7.19% |
$248K - $281K
|
42.1K
$3.56M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
12New |
$914 - $1.04K
|
12
$1.02K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-6.39K- 34.78% |
$487K - $552K
|
12K
$1.01M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
9+ 0.3% |
$685 - $777
|
3.04K
$257K
|
|
| Q1 2025 | |||||||
|
Jun 20, 2025
Q1 2025
|
Real Talk Capital, LLC
Franklin, TN |
SELL
|
- |
-1.57K- 18.08% |
$122K - $139K
|
7.1K
$600K
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
428+ 2.41% |
$33.5K - $37.9K
|
18.2K
$1.54M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-333K- 98.55% |
$26M - $29.5M
|
4.91K
$416K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
20New |
$1.56K - $1.77K
|
20
$1.69K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
19.3KNew |
$1.51M - $1.71M
|
19.3K
$1.63M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 0.89% |
$78.2 - $88.5
|
113
$9.56K
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
BUY
|
- |
2.63K+ 3.29% |
$206K - $233K
|
82.7K
$6.99M
|
|
|
May 15, 2025
Q1 2025
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-2.42K- 2.35% |
$189K - $214K
|
101K
$8.51M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-2.46K- 0.81% |
$192K - $218K
|
301K
$25.4M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-150- 2.13% |
$11.7K - $13.3K
|
6.9K
$584K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.51K- 10.19% |
$118K - $134K
|
13.3K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-5.23K- 3.37% |
$409K - $462K
|
150K
$12.7M
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
7.92KNew |
$619K - $701K
|
7.92K
$670K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.89K+ 64.2% |
$226K - $255K
|
7.38K
$624K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
396+ 12.97% |
$31K - $35K
|
3.45K
$292K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.15K- 1.96% |
$89.8K - $102K
|
57.5K
$4.87M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
77.5K+ 19.82% |
$6.06M - $6.85M
|
468K
$39.6M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-2.96K- 33.96% |
$231K - $262K
|
5.75K
$486K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
4.1K+ 227.78% |
$321K - $363K
|
5.9K
$499K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-7.53K- 22.76% |
$589K - $666K
|
25.5K
$2.16M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
694+ 10.21% |
$54.3K - $61.4K
|
7.49K
$634K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6.41K+ 24.73% |
$501K - $567K
|
32.3K
$2.73M
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
18.3K+ 6.22% |
$1.43M - $1.62M
|
312K
$26.4M
|
|