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 |
---|---|---|---|---|---|---|---|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
BUY
|
- |
6+ 0.19% |
$406 - $447
|
3.14K
$242K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-3.14K- 99.56% |
$212K - $234K
|
14
$1.08K
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-417- 7.22% |
$28.2K - $31K
|
5.36K
$413K
|
|
Q4 2023 | |||||||
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
30New |
$1.84K - $2.23K
|
30
$2.31K
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
3.4KNew |
$209K - $253K
|
3.4K
$262K
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.49KNew |
$91.5K - $111K
|
1.49K
$115K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-374- 61.72% |
$23K - $27.8K
|
232
$17.9K
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.86KNew |
$176K - $213K
|
2.86K
$221K
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
3.16KNew |
$194K - $235K
|
3.16K
$244K
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
19+ 0.56% |
$1.17K - $1.41K
|
3.4K
$262K
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-989- 19.16% |
$60.7K - $73.6K
|
4.17K
$322K
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-117- 50.87% |
$7.18K - $8.71K
|
113
$8.72K
|
|
Feb 13, 2024
Q4 2023
|
Bard Associates Inc
Chicago, IL |
BUY
|
- |
360+ 11.62% |
$22.1K - $26.8K
|
3.46K
$267K
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.94K- 94.62% |
$119K - $144K
|
110
$8.48K
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-420- 46.67% |
$25.8K - $31.3K
|
480
$37K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
850New |
$52.2K - $63.3K
|
850
$65.6K
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-2.04K- 93.11% |
$125K - $152K
|
151
$11.6K
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
698New |
$42.9K - $52K
|
698
$53.8K
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.13K+ 22.13% |
$69.6K - $84.4K
|
6.25K
$482K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
116New |
$7.12K - $8.64K
|
116
$8.95K
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
162New |
$9.95K - $12.1K
|
162
$12.5K
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.77K- 27.21% |
$108K - $131K
|
4.72K
$364K
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2+ 2.5% |
$123 - $149
|
82
$6.32K
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
9+ 21.43% |
$553 - $670
|
51
$3.93K
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2+ 1.92% |
$123 - $149
|
106
$8.18K
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-118- 5.56% |
$7.25K - $8.79K
|
2.01K
$155K
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
126New |
$7.74K - $9.38K
|
126
$9.72K
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
397New |
$24.4K - $29.6K
|
397
$30.6K
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.97KNew |
$244K - $296K
|
3.97K
$306K
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
12New |
$737 - $894
|
12
$926
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
2+ 22.22% |
$123 - $149
|
11
$848
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-3.38K- 10.08% |
$208K - $252K
|
30.2K
$2.33M
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-2.19K- 34.97% |
$134K - $163K
|
4.06K
$313K
|
|
Q3 2023 | |||||||
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
44New |
$2.87K - $3.34K
|
44
$3.39K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-84- 0.51% |
$5.48K - $6.38K
|
16.3K
$1.26M
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-564- 14.12% |
$36.8K - $42.9K
|
3.43K
$265K
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-120- 61.54% |
$7.83K - $9.12K
|
75
$5.78K
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-400- 22.32% |
$26.1K - $30.4K
|
1.39K
$107K
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.12K- 22.14% |
$73.1K - $85.1K
|
3.94K
$304K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-4.11K- 29.59% |
$269K - $313K
|
9.79K
$755K
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
100New |
$6.53K - $7.6K
|
100
$7.71K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
142New |
$9.27K - $10.8K
|
142
$11K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
75New |
$4.9K - $5.7K
|
75
$5.78K
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
65New |
$4.24K - $4.94K
|
65
$5.01K
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.82KNew |
$249K - $290K
|
3.82K
$294K
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-658- 92.42% |
$43K - $50K
|
54
$4.17K
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-8.29K- 56.74% |
$541K - $630K
|
6.32K
$487K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2New |
$131 - $152
|
2
$154
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
200New |
$13.1K - $15.2K
|
200
$15.4K
|