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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
19New |
$1.3K - $1.4K
|
19
$1.71K
|
|
|
Jul 25, 2023
Q2 2023
|
Jb Capital LLC
|
BUY
|
- |
11+ 0.32% |
$754 - $808
|
3.43K
$308K
|
|
|
Jul 13, 2023
Q2 2023
|
Win Advisors, Inc
|
BUY
|
- |
14.6KNew |
$1M - $1.07M
|
14.6K
$1.31M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3.4K- 48.67% |
$233K - $249K
|
3.58K
$322K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1K- 12.35% |
$65.2K - $77.8K
|
7.1K
$637K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
100New |
$6.52K - $7.78K
|
100
$8.98K
|
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-1.8K- 42.29% |
$117K - $140K
|
2.46K
$220K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.84% |
$65.2 - $77.8
|
120
$10.8K
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-8.95K- 86.92% |
$583K - $696K
|
1.35K
$121K
|
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-6- 0.02% |
$391 - $467
|
25.7K
$2.31M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
92New |
$6K - $7.16K
|
92
$8.26K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-520- 12.52% |
$33.9K - $40.5K
|
3.63K
$326K
|
|
|
May 04, 2023
Q1 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-61- 1.57% |
$3.98K - $4.75K
|
3.82K
$343K
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
BUY
|
- |
3.56K+ 10.56% |
$232K - $277K
|
37.2K
$3.34M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.75K- 99.77% |
$505K - $603K
|
18
$1.62K
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
8New |
$522 - $622
|
8
$718
|
|
|
Apr 05, 2023
Q1 2023
|
Bts Asset Management, Inc.
|
SELL
|
- |
-3.03K- 43.85% |
$198K - $236K
|
3.88K
$348K
|
|
| Q4 2022 | |||||||
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-5.98KClosed |
$400K - $440K
|
0
$0
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
104+ 26.0% |
$6.95K - $7.65K
|
504
$45.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-35.1K- 86.85% |
$2.34M - $2.58M
|
5.31K
$477K
|
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
SELL
|
- |
-572- 3.87% |
$38.2K - $42.1K
|
14.2K
$1.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
324New |
$21.7K - $23.8K
|
324
$29.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
75New |
$5.01K - $5.52K
|
75
$6.73K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
170+ 100.0% |
$11.4K - $12.5K
|
340
$30.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.36K- 4.47% |
$91.1K - $100K
|
29.1K
$2.61M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
16.6KNew |
$1.11M - $1.22M
|
16.6K
$1.49M
|
|
|
Feb 10, 2023
Q4 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
4.11KNew |
$274K - $302K
|
4.11K
$369K
|
|
|
Feb 09, 2023
Q4 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
4+ 2.74% |
$267 - $294
|
150
$13.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.07KNew |
$71.4K - $78.6K
|
1.07K
$96K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
15New |
$1K - $1.1K
|
15
$1.35K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
263New |
$17.6K - $19.3K
|
263
$23.6K
|
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-424- 1.87% |
$28.3K - $31.2K
|
22.2K
$1.99M
|
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-10.9K- 6.34% |
$731K - $804K
|
162K
$14.5M
|
|
|
Jan 23, 2023
Q4 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
8.77K+ 165.07% |
$586K - $645K
|
14.1K
$1.26M
|
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
4.11KNew |
$275K - $302K
|
4.11K
$369K
|
|
|
Jan 18, 2023
Q4 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
118New |
$7.89K - $8.68K
|
118
$10.6K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
137New |
$9.16K - $10.1K
|
137
$12.3K
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
37.3KNew |
$2.64M - $3.32M
|
37.3K
$3.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-300- 95.24% |
$21.2K - $26.7K
|
15
$1.35K
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
3.65KNew |
$258K - $324K
|
3.65K
$328K
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
48.4K+ 1849.71% |
$3.42M - $4.3M
|
51K
$4.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
4+ 0.61% |
$283 - $355
|
657
$59K
|
|
|
Nov 14, 2022
Q3 2022
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-12.6K- 49.21% |
$893K - $1.12M
|
13K
$1.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-34.3K- 83.91% |
$2.43M - $3.05M
|
6.59K
$591K
|
|
|
Nov 14, 2022
Q3 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
24+ 0.78% |
$1.7K - $2.13K
|
3.11K
$279K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-390- 97.26% |
$27.6K - $34.6K
|
11
$987
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.18K- 19.72% |
$83.3K - $105K
|
4.8K
$431K
|
|
|
Nov 04, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
6.28KNew |
$444K - $558K
|
6.28K
$564K
|
|
|
Oct 26, 2022
Q3 2022
|
Financial Insights, Inc.
|
SELL
|
- |
-188- 5.65% |
$13.3K - $16.7K
|
3.14K
$282K
|
|