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 |
---|---|---|---|---|---|---|---|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
2.39K+ 8.79% |
$189K - $215K
|
29.6K
$2.39M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
952+ 32.77% |
$75.2K - $85.5K
|
3.86K
$311K
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-6.96K- 27.02% |
$550K - $625K
|
18.8K
$1.52M
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-5- 0.08% |
$395 - $449
|
6.4K
$517K
|
|
Jan 16, 2025
Q4 2024
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-2K- 1.84% |
$158K - $180K
|
107K
$8.62M
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-58.8K- 51.06% |
$4.65M - $5.28M
|
56.3K
$4.55M
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
18+ 0.59% |
$1.42K - $1.62K
|
3.07K
$248K
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-29- 0.91% |
$2.29K - $2.6K
|
3.17K
$256K
|
|
Jan 15, 2025
Q4 2024
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
3.59K+ 15.38% |
$284K - $323K
|
27K
$2.18M
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
145+ 0.33% |
$11.5K - $13K
|
43.5K
$3.52M
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.78K- 23.93% |
$220K - $250K
|
8.85K
$715K
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
3.57KNew |
$282K - $321K
|
3.57K
$289K
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
45.7K+ 17.74% |
$3.61M - $4.1M
|
303K
$24.5M
|
|
Q3 2024 | |||||||
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
224+ 44.27% |
$17.1K - $20.4K
|
730
$59K
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
33+ 0.74% |
$2.52K - $3.01K
|
4.5K
$363K
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1+ 1.22% |
$76.4 - $91.2
|
83
$6.7K
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
21New |
$1.6K - $1.91K
|
21
$1.7K
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.11KNew |
$619K - $739K
|
8.11K
$655K
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-346- 1.43% |
$26.4K - $31.6K
|
23.9K
$1.93M
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2+ 0.44% |
$153 - $182
|
458
$37K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-699- 0.87% |
$53.4K - $63.7K
|
79.4K
$6.41M
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
27.8K+ 18.84% |
$2.12M - $2.53M
|
175K
$14.2M
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.12K- 47.52% |
$85.6K - $102K
|
1.24K
$99.9K
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
122+ 1.52% |
$9.32K - $11.1K
|
8.14K
$658K
|
|
Nov 14, 2024
Q3 2024
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
2.57M+ 51461.7% |
$197M - $235M
|
2.58M
$208M
|
|
Nov 14, 2024
Q3 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
104KNew |
$7.93M - $9.46M
|
104K
$8.38M
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
484+ 2.42% |
$37K - $44.1K
|
20.5K
$1.65M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
27.9K+ 47.25% |
$2.14M - $2.55M
|
87.1K
$7.03M
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
20+ 0.02% |
$1.53K - $1.82K
|
84K
$6.78M
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
1.64K+ 3715.91% |
$125K - $149K
|
1.68K
$136K
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
24.9K+ 20.46% |
$1.91M - $2.27M
|
147K
$11.9M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6.07K- 9.36% |
$464K - $554K
|
58.8K
$4.75M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
63.7K+ 40.52% |
$4.87M - $5.81M
|
221K
$17.8M
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
21New |
$1.6K - $1.91K
|
21
$1.7K
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-1.2K- 46.15% |
$91.7K - $109K
|
1.4K
$113K
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
25.7K+ 1258.88% |
$1.97M - $2.35M
|
27.8K
$2.24M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-900- 17.65% |
$68.8K - $82.1K
|
4.2K
$339K
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.73K- 25.88% |
$438K - $523K
|
16.4K
$1.33M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
63K+ 20.08% |
$4.82M - $5.75M
|
377K
$30.4M
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
679+ 2.51% |
$51.9K - $61.9K
|
27.8K
$2.24M
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-92- 0.54% |
$7.03K - $8.39K
|
16.9K
$1.37M
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13.6K+ 34.25% |
$1.04M - $1.24M
|
53.4K
$4.31M
|
|
Nov 13, 2024
Q3 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
2.34KNew |
$179K - $214K
|
2.34K
$189K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.36K- 31.84% |
$104K - $124K
|
2.91K
$235K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.65K+ 8.61% |
$356K - $424K
|
58.7K
$4.74M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.13K+ 16.65% |
$545K - $650K
|
50K
$4.03M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.53K+ 56.7% |
$576K - $687K
|
20.8K
$1.68M
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
10+ 0.09% |
$764 - $912
|
11.2K
$903K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.85K+ 43.66% |
$447K - $534K
|
19.3K
$1.56M
|
|
Nov 13, 2024
Q3 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
56+ 0.09% |
$4.28K - $5.11K
|
59.2K
$4.78M
|