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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
17+ 0.55% |
$1.3K - $1.55K
|
3.12K
$278K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-129- 4.08% |
$9.86K - $11.8K
|
3.03K
$270K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.65K- 3.41% |
$355K - $424K
|
132K
$11.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Bard Associates Inc
Chicago, IL |
BUY
|
- |
3.05K+ 85.67% |
$233K - $278K
|
6.61K
$588K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
6.63K+ 5.13% |
$507K - $605K
|
136K
$12.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
652New |
$49.8K - $59.5K
|
652
$58K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-420K- 89.49% |
$32.1M - $38.3M
|
49.3K
$4.39M
|
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-465- 5.03% |
$35.5K - $42.4K
|
8.78K
$781K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
15+ 0.32% |
$1.15K - $1.37K
|
4.74K
$422K
|
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
2.32K+ 4.61% |
$177K - $211K
|
52.6K
$4.68M
|
|
|
Oct 31, 2024
Q3 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
11.5K+ 15.26% |
$879K - $1.05M
|
86.9K
$7.74M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.56KNew |
$349K - $416K
|
4.56K
$406K
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
5+ 0.06% |
$382 - $456
|
8.64K
$769K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-23- 0.71% |
$1.76K - $2.1K
|
3.2K
$285K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.91KNew |
$222K - $265K
|
2.91K
$259K
|
|
|
Oct 29, 2024
Q3 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
19.4KNew |
$1.48M - $1.77M
|
19.4K
$1.72M
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-246- 0.38% |
$18.8K - $22.4K
|
64.2K
$5.72M
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
BUY
|
- |
2.39KNew |
$183K - $218K
|
2.39K
$213K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
48K+ 331.89% |
$3.67M - $4.37M
|
62.4K
$5.56M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
55New |
$4.2K - $5.02K
|
55
$4.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
3.73K+ 9.1% |
$285K - $340K
|
44.7K
$3.98M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-86- 80.37% |
$6.57K - $7.84K
|
21
$1.87K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-37- 0.88% |
$2.83K - $3.37K
|
4.19K
$373K
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-140- 2.05% |
$10.7K - $12.8K
|
6.7K
$597K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
10.9KNew |
$831K - $991K
|
10.9K
$968K
|
|
|
Oct 24, 2024
Q3 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
2.38KNew |
$181K - $217K
|
2.38K
$211K
|
|
|
Oct 24, 2024
Q3 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
45+ 0.56% |
$3.44K - $4.1K
|
8.09K
$720K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
31.8KNew |
$2.43M - $2.9M
|
31.8K
$2.83M
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-1.11K- 22.35% |
$84.9K - $101K
|
3.86K
$344K
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
2.49K+ 5.28% |
$190K - $227K
|
49.6K
$4.41M
|
|
|
Oct 22, 2024
Q3 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-3.76K- 0.78% |
$288K - $343K
|
476K
$42.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-532- 13.38% |
$40.7K - $48.5K
|
3.45K
$307K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
15New |
$1.15K - $1.37K
|
15
$1.34K
|
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-726- 10.18% |
$55.5K - $66.2K
|
6.4K
$570K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-2.79K- 51.2% |
$214K - $255K
|
2.66K
$237K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
812+ 4.13% |
$62.1K - $74K
|
20.5K
$1.82M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.24K+ 13.77% |
$171K - $204K
|
18.5K
$1.65M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.97K+ 39.75% |
$227K - $271K
|
10.4K
$929K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
12New |
$917 - $1.09K
|
12
$1.07K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-30.2K- 35.18% |
$2.31M - $2.76M
|
55.7K
$4.96M
|
|
|
Oct 16, 2024
Q3 2024
|
Consolidated Capital Management, LLC
|
BUY
|
- |
109KNew |
$8.31M - $9.91M
|
109K
$9.68M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-498- 3.84% |
$38.1K - $45.4K
|
12.5K
$1.11M
|
|
|
Oct 16, 2024
Q3 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
55+ 0.41% |
$4.2K - $5.02K
|
13.3K
$1.19M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
11.6KNew |
$889K - $1.06M
|
11.6K
$1.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
40.3KNew |
$3.08M - $3.67M
|
40.3K
$3.58M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
8+ 3.7% |
$611 - $730
|
224
$19.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
2.45KNew |
$187K - $223K
|
2.45K
$218K
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-875- 16.62% |
$66.9K - $79.8K
|
4.39K
$391K
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-155- 4.83% |
$11.8K - $14.1K
|
3.05K
$272K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.52K- 2.14% |
$193K - $230K
|
115K
$10.2M
|