Latest Institutional Purchases of Ishares Tr Residential And Mul (REZ)
This list provides information on the latest institutional transactions involving Ishares Tr Residential And Mul (REZ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
10.1K+ 7.12% |
$787K - $890K
|
151K
$12.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
6.29K+ 1.35% |
$492K - $557K
|
472K
$39.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
6.29KNew |
$492K - $556K
|
6.29K
$525K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
4.62K+ 10.61% |
$361K - $409K
|
48.2K
$4.02M
|
|
|
Apr 16, 2025
Q1 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
4.13K+ 21.95% |
$323K - $365K
|
22.9K
$1.92M
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
2.9K+ 6.15% |
$226K - $256K
|
50K
$4.18M
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
2.59KNew |
$202K - $229K
|
2.59K
$216K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.38KNew |
$186K - $211K
|
2.38K
$199K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
1.63K+ 12.37% |
$127K - $144K
|
14.8K
$1.24M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.05K+ 27.28% |
$82.3K - $93.1K
|
4.91K
$410K
|
|
|
Apr 25, 2025
Q1 2025
|
Kendall Capital Management
|
BUY
|
- |
985+ 10.59% |
$77K - $87.2K
|
10.3K
$860K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
909+ 3.76% |
$71.1K - $80.4K
|
25.1K
$2.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
873+ 1.68% |
$68.3K - $77.2K
|
53K
$4.43M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
730+ 5.59% |
$57.1K - $64.6K
|
13.8K
$1.15M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
725+ 7.46% |
$56.7K - $64.1K
|
10.4K
$872K
|
|
|
Apr 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
546+ 4.03% |
$42.7K - $48.3K
|
14.1K
$1.18M
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
392+ 14.51% |
$30.7K - $34.7K
|
3.09K
$259K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
200New |
$15.6K - $17.7K
|
200
$16.7K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
167New |
$13.1K - $14.8K
|
167
$14K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
59+ 0.51% |
$4.61K - $5.22K
|
11.7K
$974K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
51+ 1.82% |
$3.99K - $4.51K
|
2.85K
$238K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
50+ 14.04% |
$3.91K - $4.42K
|
406
$33.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
31New |
$2.42K - $2.74K
|
31
$2.59K
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
21+ 0.31% |
$1.64K - $1.86K
|
6.71K
$560K
|
|
|
Apr 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
20+ 0.44% |
$1.56K - $1.77K
|
4.56K
$381K
|
|
|
May 01, 2025
Q1 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
13+ 0.41% |
$1.02K - $1.15K
|
3.16K
$264K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
12+ 0.38% |
$939 - $1.06K
|
3.18K
$266K
|
|
|
Apr 21, 2025
Q1 2025
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
8+ 0.04% |
$626 - $708
|
19.8K
$1.66M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1+ 0.42% |
$78.2 - $88.5
|
237
$19.8K
|
|
| Q4 2024 | |||||||
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
1.07MNew |
$84.6M - $96M
|
1.07M
$89.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
294KNew |
$23.2M - $26.4M
|
294K
$24.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
99K+ 120.99% |
$7.82M - $8.89M
|
181K
$15.1M
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
98.5K+ 1134.22% |
$7.78M - $8.84M
|
107K
$8.95M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
84.8K+ 169.78% |
$6.7M - $7.61M
|
135K
$11.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
75.2K+ 367.4% |
$5.95M - $6.75M
|
95.7K
$8M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
52.1KNew |
$4.12M - $4.68M
|
52.1K
$4.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
46.8KNew |
$3.7M - $4.2M
|
46.8K
$3.91M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
45.7K+ 17.74% |
$3.61M - $4.1M
|
303K
$25.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
23.9KNew |
$1.89M - $2.14M
|
23.9K
$1.99M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
20.7KNew |
$1.64M - $1.86M
|
20.7K
$1.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
17.7KNew |
$1.4M - $1.59M
|
17.7K
$1.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16.8K+ 87.03% |
$1.32M - $1.5M
|
36K
$3.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
15.8K+ 24.59% |
$1.25M - $1.42M
|
80K
$6.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
14.8KNew |
$1.17M - $1.33M
|
14.8K
$1.24M
|
|
|
Jan 23, 2025
Q4 2024
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
14.1KNew |
$1.11M - $1.26M
|
14.1K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
14K+ 3.7% |
$1.1M - $1.25M
|
391K
$32.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10.9K+ 5.9% |
$861K - $978K
|
195K
$16.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.47KNew |
$749K - $850K
|
9.47K
$791K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.43K+ 90.96% |
$746K - $847K
|
19.8K
$1.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.17K+ 44.85% |
$725K - $823K
|
29.6K
$2.48M
|
|