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 27, 2020
Q2 2020
|
Regions Financial Corp
|
BUY
|
- |
7.81KNew |
$385K - $529K
|
7.81K
$656K
|
|
|
Jul 02, 2020
Q2 2020
|
Boltwood Capital Management
|
BUY
|
- |
3.6KNew |
$178K - $244K
|
3.6K
$303K
|
|
| 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
|
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
$6.39K
|
|
|
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
|
|
|
Apr 16, 2019
Q1 2019
|
Confluence Investment Management LLC
|
SELL
|
- |
-19.6KClosed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-6.57KClosed |
N/A
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-19.5KClosed |
N/A
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.77KClosed |
N/A
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-15.8KClosed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Aug 30, 2024
Q3 2018
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-100Closed |
N/A
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-5.9KClosed |
N/A
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
4.74KNew |
N/A
|
4.74K
$398K
|
|
|
Nov 13, 2018
Q3 2018
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-701Closed |
N/A
|
0
$0
|
|
|
Nov 07, 2018
Q3 2018
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-63Closed |
N/A
|
0
$0
|
|
|
Oct 15, 2018
Q3 2018
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.29KClosed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-9.19KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Sws Partners
|
SELL
|
- |
-114Closed |
N/A
|
0
$0
|
|
|
Aug 10, 2018
Q2 2018
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-29.3KClosed |
N/A
|
0
$0
|
|
|
Aug 07, 2018
Q2 2018
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-4KClosed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 15, 2018
Q1 2018
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-7.76KClosed |
N/A
|
0
$0
|
|
|
May 11, 2018
Q1 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-200Closed |
N/A
|
0
$0
|
|
|
May 11, 2018
Q1 2018
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-177Closed |
N/A
|
0
$0
|
|
|
Apr 27, 2018
Q1 2018
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-719Closed |
N/A
|
0
$0
|
|
|
Apr 23, 2018
Q1 2018
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-29Closed |
N/A
|
0
$0
|
|
|
Apr 16, 2018
Q1 2018
|
Westside Investment Management, Inc.
|
SELL
|
- |
-800Closed |
N/A
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-19KClosed |
N/A
|
0
$0
|
|
|
Feb 09, 2018
Q4 2017
|
Stone X Group Inc.
|
SELL
|
- |
-3.47KClosed |
N/A
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$84.1
|
|
|
Nov 13, 2017
Q3 2017
|
M&T Bank Corp
|
SELL
|
- |
-6.16KClosed |
N/A
|
0
$0
|
|
| Q1 2017 | |||||||
|
Jan 08, 2024
Q1 2017
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-31.4KClosed |
N/A
|
0
$0
|
|