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 |
---|---|---|---|---|---|---|---|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16.8KNew |
$1.14M - $1.25M
|
16.8K
$1.29M
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.91K- 33.42% |
$197K - $217K
|
5.81K
$446K
|
|
May 15, 2024
Q1 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
6KNew |
$406K - $447K
|
6K
$461K
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-894- 28.31% |
$60.5K - $66.6K
|
2.26K
$174K
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-411K- 73.21% |
$27.8M - $30.6M
|
151K
$11.6M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
16.5K+ 9.87% |
$1.12M - $1.23M
|
184K
$14.1M
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-508- 2.87% |
$34.4K - $37.8K
|
17.2K
$1.32M
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.17K+ 2.71% |
$147K - $162K
|
82.1K
$6.31M
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
13.2K+ 14.57% |
$890K - $979K
|
103K
$7.95M
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
318+ 0.8% |
$21.5K - $23.7K
|
40K
$3.07M
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-310- 22.98% |
$21K - $23.1K
|
1.04K
$79.9K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-288- 6.63% |
$19.5K - $21.4K
|
4.05K
$312K
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.17K- 0.59% |
$147K - $161K
|
362K
$27.9M
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
4.63KNew |
$313K - $345K
|
4.63K
$356K
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.96K- 28.18% |
$268K - $295K
|
10.1K
$777K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
400+ 5.19% |
$27.1K - $29.8K
|
8.1K
$623K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-25.6K- 54.51% |
$1.74M - $1.91M
|
21.4K
$1.65M
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
6.96KNew |
$471K - $518K
|
6.96K
$535K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.06K- 4.29% |
$477K - $525K
|
157K
$12.1M
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
26.4KNew |
$1.79M - $1.97M
|
26.4K
$2.03M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-11.2K- 13.99% |
$755K - $831K
|
68.6K
$5.28M
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-16.9K- 26.86% |
$1.14M - $1.26M
|
46.1K
$3.54M
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.6K- 2.01% |
$108K - $119K
|
77.9K
$5.99M
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
108+ 3.62% |
$7.31K - $8.04K
|
3.09K
$238K
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
6.2K+ 6.79% |
$419K - $461K
|
97.5K
$7.5M
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
14+ 0.46% |
$947 - $1.04K
|
3.08K
$237K
|
|
May 14, 2024
Q1 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-29K- 50.0% |
$1.96M - $2.16M
|
29K
$2.23M
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.79K- 97.81% |
$121K - $133K
|
40
$3.08K
|
|
May 14, 2024
Q1 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-339- 0.55% |
$22.9K - $25.2K
|
60.9K
$4.68M
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
7New |
$474 - $521
|
7
$538
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.07K+ 13.8% |
$72.6K - $79.9K
|
8.85K
$680K
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
51+ 8.03% |
$3.45K - $3.8K
|
686
$52.8K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-467- 6.98% |
$31.6K - $34.8K
|
6.23K
$479K
|
|
May 14, 2024
Q1 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
6.15K+ 85.0% |
$416K - $458K
|
13.4K
$1.03M
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
21.6K+ 5.01% |
$1.46M - $1.61M
|
453K
$34.8M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
302+ 0.5% |
$20.4K - $22.5K
|
60.9K
$4.68M
|
|
May 13, 2024
Q1 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
14+ 0.46% |
$947 - $1.04K
|
3.09K
$237K
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.38K- 6.05% |
$634K - $698K
|
146K
$11.2M
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
16+ 0.33% |
$1.08K - $1.19K
|
4.84K
$372K
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
29KNew |
$1.96M - $2.16M
|
29K
$2.23M
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
43+ 5.82% |
$2.91K - $3.2K
|
782
$60.1K
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-30- 49.18% |
$2.03K - $2.23K
|
31
$2.38K
|
|
May 13, 2024
Q1 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
10.3KNew |
$700K - $770K
|
10.3K
$795K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-26.2K- 33.64% |
$1.77M - $1.95M
|
51.6K
$3.97M
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
66New |
$4.47K - $4.91K
|
66
$5.08K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.81K- 9.82% |
$528K - $581K
|
71.7K
$5.52M
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-185- 8.0% |
$12.5K - $13.8K
|
2.13K
$164K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.38K- 28.07% |
$567K - $624K
|
21.5K
$1.65M
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.57K+ 6.92% |
$106K - $117K
|
24.3K
$1.87M
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.09K+ 38.24% |
$74K - $81.4K
|
3.96K
$304K
|