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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-129- 28.17% |
$10.2K - $11.6K
|
329
$27.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
5.52KNew |
$437K - $496K
|
5.52K
$467K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
33New |
$2.61K - $2.96K
|
33
$2.79K
|
|
|
Feb 12, 2025
Q4 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
4.48KNew |
$354K - $402K
|
4.48K
$379K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
2.2K+ 11.32% |
$173K - $197K
|
21.6K
$1.83M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
75.2K+ 367.4% |
$5.95M - $6.75M
|
95.7K
$8.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
71+ 1.5% |
$5.61K - $6.37K
|
4.81K
$407K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
18New |
$1.42K - $1.62K
|
18
$1.52K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
3+ 5.66% |
$237 - $269
|
56
$4.74K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.4KNew |
$268K - $305K
|
3.4K
$287K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
72+ 130.91% |
$5.69K - $6.46K
|
127
$10.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
27New |
$2.13K - $2.42K
|
27
$2.28K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
3.68KNew |
$291K - $331K
|
3.68K
$312K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.58K+ 20.66% |
$204K - $232K
|
15.1K
$1.27M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
20.7KNew |
$1.64M - $1.86M
|
20.7K
$1.75M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
461+ 461.0% |
$36.4K - $41.4K
|
561
$47.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
46.8KNew |
$3.7M - $4.2M
|
46.8K
$3.96M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
689+ 28.84% |
$54.5K - $61.9K
|
3.08K
$260K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-150- 37.69% |
$11.9K - $13.5K
|
248
$21K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
318+ 1514.29% |
$25.1K - $28.5K
|
339
$28.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
41+ 2.04% |
$3.24K - $3.68K
|
2.05K
$173K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
203New |
$16K - $18.2K
|
203
$17.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
235New |
$18.6K - $21.1K
|
235
$19.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-2K- 1.84% |
$158K - $180K
|
107K
$9.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
3.57KNew |
$282K - $321K
|
3.57K
$302K
|
|
| Q3 2024 | |||||||
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
33+ 0.74% |
$2.52K - $3.01K
|
4.5K
$380K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
21New |
$1.6K - $1.91K
|
21
$1.78K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
21New |
$1.6K - $1.91K
|
21
$1.78K
|
|
|
Nov 13, 2024
Q3 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
2.34KNew |
$179K - $214K
|
2.34K
$198K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
1.63KNew |
$124K - $148K
|
1.63K
$138K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
1.51KNew |
$115K - $138K
|
1.51K
$128K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.93% |
$76.4 - $91.2
|
108
$9.14K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
652New |
$49.8K - $59.5K
|
652
$55.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
10.9KNew |
$831K - $991K
|
10.9K
$920K
|
|
|
Oct 24, 2024
Q3 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
2.38KNew |
$181K - $217K
|
2.38K
$201K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
31.8KNew |
$2.43M - $2.9M
|
31.8K
$2.69M
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-1.11K- 22.35% |
$84.9K - $101K
|
3.86K
$327K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
15New |
$1.15K - $1.37K
|
15
$1.27K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.24K+ 13.77% |
$171K - $204K
|
18.5K
$1.57M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.97K+ 39.75% |
$227K - $271K
|
10.4K
$883K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
12New |
$917 - $1.09K
|
12
$1.02K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.26KNew |
$173K - $206K
|
2.26K
$191K
|
|
|
Oct 09, 2024
Q3 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
9.29KNew |
$710K - $847K
|
9.29K
$786K
|
|
|
Oct 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
147KNew |
$11.2M - $13.4M
|
147K
$12.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
4.07KNew |
$311K - $371K
|
4.07K
$344K
|
|
| Q2 2024 | |||||||
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
2.39KNew |
$163K - $184K
|
2.39K
$202K
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
9.2KNew |
$626K - $709K
|
9.2K
$778K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
106New |
$7.21K - $8.17K
|
106
$8.97K
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.66KNew |
$249K - $282K
|
3.66K
$309K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-171- 12.47% |
$11.6K - $13.2K
|
1.2K
$102K
|
|