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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1Closed |
$65.3 - $76.2
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
31New |
$2.02K - $2.36K
|
31
$2.78K
|
|
|
May 04, 2021
Q1 2021
|
Ascension Asset Management LLC
|
SELL
|
- |
-69.6KClosed |
$4.54M - $5.3M
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Bfsg, LLC
|
SELL
|
- |
-10.9KClosed |
$712K - $831K
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-10Closed |
$653 - $762
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Fifth Third Bancorp
|
SELL
|
- |
-53Closed |
$3.13K - $3.68K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-205Closed |
$12.1K - $14.2K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Archer Investment Corp
|
SELL
|
- |
-28Closed |
$1.66K - $1.94K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Ballast Advisors LLC
|
SELL
|
- |
-397Closed |
$23.5K - $27.5K
|
0
$0
|
|
|
Jan 15, 2021
Q4 2020
|
Marquette Asset Management, LLC
|
SELL
|
- |
-374Closed |
$22.1K - $25.9K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Feb 13, 2024
Q3 2020
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-882Closed |
$51.5K - $57.1K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.5KClosed |
$87.6K - $97.1K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-3.79KClosed |
$221K - $245K
|
0
$0
|
|
|
Oct 20, 2020
Q3 2020
|
Bartlett & Co. LLC
|
SELL
|
- |
-882Closed |
$51.5K - $57.1K
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-250Closed |
$14.6K - $16.2K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
6.18K+ 15.26% |
$305K - $419K
|
46.7K
$4.19M
|
|
|
Mar 08, 2022
Q2 2020
|
Jvl Associates LLC
|
SELL
|
- |
-44.3KClosed |
$2.19M - $3.01M
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-147Closed |
$7.25K - $9.97K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-8Closed |
$395 - $543
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-448Closed |
$22.1K - $30.4K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-680Closed |
$33.6K - $46.1K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-22.9KClosed |
$1.13M - $1.55M
|
0
$0
|
|
|
Aug 04, 2020
Q2 2020
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-60Closed |
$2.96K - $4.07K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-4.3KClosed |
$212K - $291K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Regions Financial Corp
|
BUY
|
- |
7.81KNew |
$385K - $529K
|
7.81K
$701K
|
|
|
Jul 27, 2020
Q2 2020
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-429Closed |
$21.2K - $29.1K
|
0
$0
|
|
|
Jul 02, 2020
Q2 2020
|
Boltwood Capital Management
|
BUY
|
- |
3.6KNew |
$178K - $244K
|
3.6K
$323K
|
|
| Q1 2020 | |||||||
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-8.39KClosed |
$384K - $687K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-19.1KClosed |
$873K - $1.56M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Spectrum Financial Alliance LTD LLC
|
SELL
|
- |
-2.75KClosed |
$126K - $225K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Atlas Private Wealth Management
|
SELL
|
- |
-200Closed |
$9.15K - $16.4K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-136Closed |
$6.22K - $11.1K
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Parallel Advisors, LLC
|
SELL
|
- |
-128Closed |
$5.85K - $10.5K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-47.2KClosed |
$2.16M - $3.87M
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.62KClosed |
$120K - $214K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-4.38KClosed |
$319K - $358K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-9.65KClosed |
$702K - $787K
|
0
$0
|
|
|
Feb 05, 2020
Q4 2019
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-8.55KClosed |
$623K - $698K
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Vicus Capital
State College, PA |
SELL
|
- |
-71.1KClosed |
$5.18M - $5.81M
|
0
$0
|
|
|
Jan 29, 2020
Q4 2019
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-27.6KClosed |
$2.01M - $2.25M
|
0
$0
|
|
|
Jan 17, 2020
Q4 2019
|
Harvest Investment Services, LLC
|
SELL
|
- |
-2.73KClosed |
$199K - $223K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Oct 02, 2019
Q3 2019
|
Webster Bank, N. A.
|
SELL
|
- |
-897Closed |
$69.3K - $71.4K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Mar 16, 2021
Q2 2019
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-75Closed |
N/A
|
0
$0
|
|
|
Aug 09, 2019
Q2 2019
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
14.3K+ 180.06% |
N/A
|
22.2K
$1.99M
|
|
|
Aug 09, 2019
Q2 2019
|
Wealthsource Partners, LLC
|
SELL
|
- |
-5.63KClosed |
N/A
|
0
$0
|
|
|
Aug 08, 2019
Q2 2019
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-470Closed |
N/A
|
0
$0
|
|
|
Aug 01, 2019
Q2 2019
|
Executive Wealth Management, LLC
|
BUY
|
- |
1+ 1.33% |
N/A
|
76
$6.82K
|
|
|
Jul 29, 2019
Q2 2019
|
Segment Wealth Management, LLC
|
SELL
|
- |
-38.3KClosed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-31.2KClosed |
N/A
|
0
$0
|
|
|
Apr 29, 2019
Q1 2019
|
Sg Americas Securities, LLC
|
SELL
|
- |
-21.2KClosed |
N/A
|
0
$0
|
|