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 10, 2024
Q1 2024
|
Kendall Capital Management
|
BUY
|
- |
214+ 2.03% |
$14.5K - $15.9K
|
10.7K
$828K
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.29KNew |
$87.5K - $96.3K
|
1.29K
$99.7K
|
|
May 09, 2024
Q1 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
1.89K+ 5.96% |
$128K - $141K
|
33.7K
$2.6M
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-298- 3.29% |
$20.2K - $22.2K
|
8.77K
$677K
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
3KNew |
$203K - $223K
|
3K
$231K
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
32.3KNew |
$2.19M - $2.41M
|
32.3K
$2.49M
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-81- 1.71% |
$5.48K - $6.03K
|
4.65K
$359K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-2.6K- 31.71% |
$176K - $194K
|
5.6K
$432K
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
12.5K+ 11.64% |
$845K - $929K
|
120K
$9.23M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-26.2K- 27.75% |
$1.77M - $1.95M
|
68.3K
$5.26M
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
440+ 5.32% |
$29.8K - $32.8K
|
8.71K
$672K
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
242+ 6.51% |
$16.4K - $18K
|
3.96K
$305K
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-58- 20.49% |
$3.92K - $4.32K
|
225
$17.4K
|
|
May 03, 2024
Q1 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
1.76K+ 25.21% |
$119K - $131K
|
8.76K
$675K
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
29New |
$1.96K - $2.16K
|
29
$2.24K
|
|
May 02, 2024
Q1 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
16K+ 3.6% |
$1.08M - $1.19M
|
459K
$35.4M
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-912- 23.3% |
$61.7K - $67.9K
|
3K
$232K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
11.2KNew |
$755K - $831K
|
11.2K
$861K
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-190- 0.74% |
$12.9K - $14.1K
|
25.6K
$1.98M
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
12+ 0.14% |
$812 - $893
|
8.71K
$672K
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
BUY
|
- |
33.5KNew |
$2.27M - $2.5M
|
33.5K
$2.59M
|
|
Apr 30, 2024
Q1 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
1.23K+ 11.02% |
$83K - $91.3K
|
12.3K
$952K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 29, 2024
Q1 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
3.24K+ 4.53% |
$219K - $241K
|
74.7K
$5.76M
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
11.9K+ 34.3% |
$807K - $888K
|
46.7K
$3.6M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.42K- 6.6% |
$96.1K - $106K
|
20.1K
$1.55M
|
|
Apr 29, 2024
Q1 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
34+ 0.43% |
$2.3K - $2.53K
|
8K
$617K
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.32% |
$67.7 - $74.5
|
309
$23.8K
|
|
Apr 26, 2024
Q1 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
2.79K+ 8.56% |
$189K - $208K
|
35.4K
$2.73M
|
|
Apr 26, 2024
Q1 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
6.26K+ 16.62% |
$424K - $466K
|
43.9K
$3.39M
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
52New |
$3.52K - $3.87K
|
52
$4.01K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-133- 0.92% |
$9K - $9.9K
|
14.4K
$1.11M
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
8+ 0.07% |
$541 - $596
|
11.2K
$866K
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
SELL
|
- |
-2.37K- 35.66% |
$160K - $177K
|
4.28K
$330K
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
232+ 2.33% |
$15.7K - $17.3K
|
10.2K
$787K
|
|
Apr 23, 2024
Q1 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-1.49K- 10.15% |
$101K - $111K
|
13.2K
$1.02M
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
34+ 0.44% |
$2.3K - $2.53K
|
7.73K
$596K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-22.5K- 50.67% |
$1.52M - $1.68M
|
21.9K
$1.69M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.77K- 13.02% |
$120K - $132K
|
11.9K
$914K
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
14.1KNew |
$952K - $1.05M
|
14.1K
$1.08M
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-34- 0.49% |
$2.3K - $2.53K
|
6.84K
$527K
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
BUY
|
- |
333+ 1.7% |
$22.5K - $24.8K
|
19.9K
$1.54M
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-200- 3.7% |
$13.5K - $14.9K
|
5.2K
$401K
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
23.2K+ 5.27% |
$1.57M - $1.72M
|
463K
$35.7M
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-315- 7.74% |
$21.3K - $23.5K
|
3.76K
$290K
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
9.53K+ 7.36% |
$645K - $709K
|
139K
$10.7M
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
8.5K+ 71.34% |
$575K - $632K
|
20.4K
$1.57M
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.83K+ 9.43% |
$192K - $211K
|
32.9K
$2.53M
|
|
Apr 15, 2024
Q1 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-6- 0.08% |
$406 - $447
|
7.59K
$585K
|
|
Apr 15, 2024
Q1 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
233+ 1.05% |
$15.8K - $17.3K
|
22.5K
$1.74M
|