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 18, 2022
Q2 2022
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-4.51KClosed |
$340K - $448K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
4.3KNew |
$324K - $426K
|
4.3K
$386K
|
|
Jul 18, 2022
Q2 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-3.48KClosed |
$263K - $345K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
10.9KNew |
$820K - $1.08M
|
10.9K
$976K
|
|
Jul 12, 2022
Q2 2022
|
Iam Advisory, LLC
|
SELL
|
- |
-2.12KClosed |
$160K - $210K
|
0
$0
|
|
Q1 2022 | |||||||
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
151New |
$13.3K - $14.8K
|
151
$13.6K
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-138Closed |
$12.2K - $13.6K
|
0
$0
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-6Closed |
$528 - $589
|
0
$0
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.12KClosed |
$187K - $208K
|
0
$0
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
41New |
$3.61K - $4.03K
|
41
$3.68K
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
50.8KNew |
$4.47M - $4.99M
|
50.8K
$4.56M
|
|
May 13, 2022
Q1 2022
|
Goldstream Capital Management LTD
|
SELL
|
- |
-16.6KClosed |
$1.46M - $1.63M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-40.5KClosed |
$3.56M - $3.98M
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-501Closed |
$44.1K - $49.2K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-52Closed |
$4.58K - $5.11K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-524Closed |
$46.1K - $51.5K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-375Closed |
$33K - $36.8K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-186Closed |
$16.4K - $18.3K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-23Closed |
$2.03K - $2.26K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-9.84KClosed |
$866K - $966K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-2.07KClosed |
$182K - $203K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
BUY
|
- |
117New |
$10.3K - $11.5K
|
117
$10.5K
|
|
Apr 21, 2022
Q1 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-2.53KClosed |
$223K - $248K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
2.08KNew |
$183K - $204K
|
2.08K
$187K
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
30New |
$2.64K - $2.95K
|
30
$2.69K
|
|
Apr 15, 2022
Q1 2022
|
Claremont Financial Group, Inc.
Claremont, CA |
BUY
|
- |
26.2K+ 19525.37% |
$2.3M - $2.57M
|
26.3K
$2.36M
|
|
Apr 06, 2022
Q1 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-1K- 26.99% |
$88.1K - $98.2K
|
2.71K
$243K
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-4.36KClosed |
$376K - $429K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
SELL
|
- |
-277Closed |
$23.9K - $27.2K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.42KClosed |
$208K - $238K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2.79KNew |
$241K - $274K
|
2.79K
$251K
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
170New |
$14.6K - $16.7K
|
170
$15.3K
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-5Closed |
$431 - $491
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
SELL
|
- |
-2.13KClosed |
$183K - $209K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-335KClosed |
$28.9M - $33M
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-5.23KClosed |
$451K - $514K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Taconic Capital Advisors LP
New York, NY |
SELL
|
- |
-7K- 28.0% |
$587K - $648K
|
18K
$1.62M
|
|
Nov 15, 2021
Q3 2021
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-21KClosed |
$1.76M - $1.94M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
24New |
$2.01K - $2.22K
|
24
$2.15K
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-8.51KClosed |
$714K - $787K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-3.38KClosed |
$284K - $313K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
62KNew |
$5.2M - $5.74M
|
62K
$5.57M
|
|
Nov 03, 2021
Q3 2021
|
Meitav Dash Investments LTD
|
BUY
|
- |
7.14KNew |
$599K - $661K
|
7.14K
$641K
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
994New |
$83.4K - $91.9K
|
994
$89.2K
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-20Closed |
$1.68K - $1.85K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
5KNew |
$377K - $424K
|
5K
$449K
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.03KClosed |
$228K - $257K
|
0
$0
|
|
Q1 2021 | |||||||
Aug 13, 2024
Q1 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-100Closed |
$6.53K - $7.62K
|
0
$0
|
|
Feb 22, 2022
Q1 2021
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-883Closed |
$57.6K - $67.2K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-6.65KClosed |
$434K - $506K
|
0
$0
|