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 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.42KClosed |
N/A
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
170New |
N/A
|
170
$13.1K
|
|
Feb 07, 2022
Q4 2021
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-412Closed |
N/A
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-5Closed |
N/A
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
SELL
|
- |
-2.13KClosed |
N/A
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-335KClosed |
N/A
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-5.23KClosed |
N/A
|
0
$0
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Taconic Capital Advisors LP
New York, NY |
SELL
|
- |
-7K- 28.0% |
N/A
|
18K
$1.39M
|
|
Nov 15, 2021
Q3 2021
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-21KClosed |
N/A
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-3.38KClosed |
N/A
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-8.51KClosed |
N/A
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
24New |
N/A
|
24
$1.85K
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
62KNew |
N/A
|
62K
$4.78M
|
|
Nov 03, 2021
Q3 2021
|
Meitav Dash Investments LTD
|
BUY
|
- |
7.14KNew |
N/A
|
7.14K
$551K
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
994New |
N/A
|
994
$76.7K
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-20Closed |
N/A
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
5KNew |
N/A
|
5K
$386K
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.03KClosed |
N/A
|
0
$0
|
|
Q1 2021 | |||||||
Feb 22, 2022
Q1 2021
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-883Closed |
N/A
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-6.65KClosed |
N/A
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1Closed |
N/A
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
31New |
N/A
|
31
$2.39K
|
|
May 04, 2021
Q1 2021
|
Ascension Asset Management LLC
|
SELL
|
- |
-69.6KClosed |
N/A
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Bfsg, LLC
|
SELL
|
- |
-10.9KClosed |
N/A
|
0
$0
|
|
Apr 12, 2021
Q1 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-10Closed |
N/A
|
0
$0
|
|
Q4 2020 | |||||||
Feb 16, 2021
Q4 2020
|
Fifth Third Bancorp
|
SELL
|
- |
-53Closed |
N/A
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-205Closed |
N/A
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Archer Investment Corp
|
SELL
|
- |
-28Closed |
N/A
|
0
$0
|
|
Feb 05, 2021
Q4 2020
|
Ballast Advisors LLC
|
SELL
|
- |
-397Closed |
N/A
|
0
$0
|
|
Jan 15, 2021
Q4 2020
|
Marquette Asset Management, LLC
|
SELL
|
- |
-374Closed |
N/A
|
0
$0
|
|
Q3 2020 | |||||||
Feb 13, 2024
Q3 2020
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-882Closed |
N/A
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.5KClosed |
N/A
|
0
$0
|
|
Nov 10, 2020
Q3 2020
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-3.79KClosed |
N/A
|
0
$0
|
|
Oct 20, 2020
Q3 2020
|
Bartlett & Co. LLC
|
SELL
|
- |
-882Closed |
N/A
|
0
$0
|
|
Oct 13, 2020
Q3 2020
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-250Closed |
N/A
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
6.18K+ 15.26% |
N/A
|
46.7K
$3.6M
|
|
Mar 08, 2022
Q2 2020
|
Jvl Associates LLC
|
SELL
|
- |
-44.3KClosed |
N/A
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-147Closed |
N/A
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-8Closed |
N/A
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-448Closed |
N/A
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-680Closed |
N/A
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-22.9KClosed |
N/A
|
0
$0
|
|
Aug 04, 2020
Q2 2020
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-60Closed |
N/A
|
0
$0
|
|
Jul 27, 2020
Q2 2020
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-429Closed |
N/A
|
0
$0
|
|
Jul 27, 2020
Q2 2020
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-4.3KClosed |
N/A
|
0
$0
|
|
Jul 27, 2020
Q2 2020
|
Regions Financial Corp
|
BUY
|
- |
7.81KNew |
N/A
|
7.81K
$602K
|
|
Jul 02, 2020
Q2 2020
|
Boltwood Capital Management
|
BUY
|
- |
3.6KNew |
N/A
|
3.6K
$278K
|
|
Q1 2020 | |||||||
May 14, 2020
Q1 2020
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-19.1KClosed |
N/A
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-8.39KClosed |
N/A
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Spectrum Financial Alliance LTD LLC
|
SELL
|
- |
-2.75KClosed |
N/A
|
0
$0
|