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 |
|---|---|---|---|---|---|---|---|
|
Oct 06, 2022
Q3 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
600+ 21.5% |
$42.4K - $53.3K
|
3.39K
$302K
|
|
| Q2 2022 | |||||||
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-2.3KClosed |
$173K - $228K
|
0
$0
|
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-15Closed |
$1.13K - $1.49K
|
0
$0
|
|
|
Aug 22, 2022
Q2 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-49.3KClosed |
$3.72M - $4.89M
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2+ 0.22% |
$151 - $198
|
893
$79.5K
|
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.75KNew |
$132K - $174K
|
1.75K
$156K
|
|
|
Aug 16, 2022
Q2 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-2.13KClosed |
$160K - $211K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-106Closed |
$7.99K - $10.5K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
10New |
$754 - $992
|
10
$890
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.25KClosed |
$94.3K - $124K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-4.53KClosed |
$342K - $450K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-5.1KClosed |
$384K - $506K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
417+ 17.01% |
$31.4K - $41.4K
|
2.87K
$255K
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-6.76KClosed |
$510K - $671K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
12.7K+ 64.66% |
$957K - $1.26M
|
32.3K
$2.88M
|
|
|
Aug 12, 2022
Q2 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
29.2KNew |
$2.2M - $2.89M
|
29.2K
$2.6M
|
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.33KClosed |
$176K - $231K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-11.2KClosed |
$846K - $1.11M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-45.4KClosed |
$3.42M - $4.5M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
58New |
$4.37K - $5.75K
|
58
$5.16K
|
|
|
Aug 09, 2022
Q2 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-811Closed |
$61.1K - $80.4K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.83KClosed |
$213K - $280K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
225New |
$17K - $22.3K
|
225
$20K
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.96K- 17.58% |
$148K - $194K
|
9.19K
$818K
|
|
|
Aug 08, 2022
Q2 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-3.01K- 99.44% |
$227K - $299K
|
17
$1.51K
|
|
|
Aug 08, 2022
Q2 2022
|
Truepoint, Inc.
|
BUY
|
- |
3.42KNew |
$258K - $339K
|
3.42K
$304K
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-74- 2.73% |
$5.58K - $7.34K
|
2.64K
$235K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-206- 5.45% |
$15.5K - $20.4K
|
3.57K
$318K
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
5.5KNew |
$414K - $545K
|
5.5K
$489K
|
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
SELL
|
- |
-21.3KClosed |
$1.61M - $2.11M
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Mainstay Capital Management LLC
|
SELL
|
- |
-12.6KClosed |
$950K - $1.25M
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-7.2KClosed |
$542K - $714K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-400Closed |
$30.2K - $39.7K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-5.27KClosed |
$397K - $523K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-39.6KClosed |
$2.99M - $3.93M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
57New |
$4.3K - $5.65K
|
57
$5.07K
|
|
|
Aug 01, 2022
Q2 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-2.34KClosed |
$176K - $232K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Ifg Advisors, LLC
|
SELL
|
- |
-2.39KClosed |
$180K - $237K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-3.21KClosed |
$242K - $318K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
20New |
$1.51K - $1.98K
|
20
$1.78K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
SELL
|
- |
-287Closed |
$21.6K - $28.5K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
287New |
$21.6K - $28.5K
|
287
$25.5K
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
SELL
|
- |
-3.03KClosed |
$228K - $300K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-160Closed |
$12.1K - $15.9K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
SELL
|
- |
-9.09KClosed |
$685K - $901K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.88KClosed |
$217K - $286K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-54.4KClosed |
$4.1M - $5.39M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-63.2KClosed |
$4.76M - $6.27M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-400Closed |
$30.2K - $39.7K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Camelot Portfolios, LLC
|
SELL
|
- |
-3.39KClosed |
$255K - $336K
|
0
$0
|
|