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 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-1.17K- 14.46% |
$91.7K - $104K
|
6.93K
$587K
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
4.43KNew |
$347K - $392K
|
4.43K
$375K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-82.9K- 45.85% |
$6.48M - $7.33M
|
97.9K
$8.28M
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-9.86K- 78.68% |
$771K - $872K
|
2.67K
$226K
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
152New |
$11.9K - $13.4K
|
152
$12.9K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-859- 5.21% |
$67.2K - $76K
|
15.6K
$1.32M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
519+ 9.3% |
$40.6K - $45.9K
|
6.1K
$516K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.5K- 4.17% |
$118K - $133K
|
34.5K
$2.92M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-1.07M- 99.95% |
$83.6M - $94.6M
|
572
$48.4K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2+ 0.07% |
$156 - $177
|
3.04K
$257K
|
|
|
May 05, 2025
Q1 2025
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
5.11K+ 5.73% |
$399K - $452K
|
94.2K
$7.97M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
28.4KNew |
$2.22M - $2.51M
|
28.4K
$2.4M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
167New |
$13.1K - $14.8K
|
167
$14.1K
|
|
|
May 01, 2025
Q1 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
13+ 0.41% |
$1.02K - $1.15K
|
3.16K
$267K
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
2.9K+ 6.15% |
$226K - $256K
|
50K
$4.23M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
6.29KNew |
$492K - $556K
|
6.29K
$532K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
10.1K+ 7.12% |
$787K - $890K
|
151K
$12.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-30.4K- 74.27% |
$2.37M - $2.69M
|
10.5K
$890K
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-399- 4.92% |
$31.2K - $35.3K
|
7.71K
$652K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-73K- 46.52% |
$5.71M - $6.46M
|
84K
$7.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
59+ 0.51% |
$4.61K - $5.22K
|
11.7K
$986K
|
|
|
Apr 28, 2025
Q1 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-16- 0.25% |
$1.25K - $1.42K
|
6.38K
$540K
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
873+ 1.68% |
$68.3K - $77.2K
|
53K
$4.48M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
730+ 5.59% |
$57.1K - $64.6K
|
13.8K
$1.17M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-550- 50.0% |
$43K - $48.7K
|
550
$46.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
20+ 0.44% |
$1.56K - $1.77K
|
4.56K
$386K
|
|
|
Apr 23, 2025
Q1 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
SELL
|
- |
-587- 2.18% |
$45.9K - $51.9K
|
26.4K
$2.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
50+ 14.04% |
$3.91K - $4.42K
|
406
$34.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
725+ 7.46% |
$56.7K - $64.1K
|
10.4K
$883K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
200New |
$15.6K - $17.7K
|
200
$16.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-16.7K- 51.13% |
$1.31M - $1.48M
|
16K
$1.35M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.38KNew |
$186K - $211K
|
2.38K
$202K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
909+ 3.76% |
$71.1K - $80.4K
|
25.1K
$2.12M
|
|
|
Apr 21, 2025
Q1 2025
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
8+ 0.04% |
$626 - $708
|
19.8K
$1.68M
|
|
|
Apr 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
546+ 4.03% |
$42.7K - $48.3K
|
14.1K
$1.19M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.82K- 43.15% |
$377K - $427K
|
6.35K
$537K
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
2.59KNew |
$202K - $229K
|
2.59K
$219K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
31New |
$2.42K - $2.74K
|
31
$2.62K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-738- 2.93% |
$57.7K - $65.3K
|
24.4K
$2.07M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
71.8K+ 77.09% |
$5.68M - $6.45M
|
165K
$14M
|
|
|
Mar 21, 2025
Q4 2024
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
3.71KNew |
$293K - $333K
|
3.71K
$314K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
8.3KNew |
$656K - $745K
|
8.3K
$702K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
31New |
$2.45K - $2.78K
|
31
$2.62K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
535New |
$42.3K - $48K
|
535
$45.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
6.93KNew |
$548K - $622K
|
6.93K
$586K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.74KNew |
$217K - $246K
|
2.74K
$232K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1+ 1.2% |
$79 - $89.8
|
84
$7.11K
|
|
|
Feb 14, 2025
Q4 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
6.19KNew |
$489K - $556K
|
6.19K
$524K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-341- 3.8% |
$27K - $30.6K
|
8.64K
$731K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
4.82KNew |
$381K - $433K
|
4.82K
$408K
|
|