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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.05M+ 8029.37% |
$82.6M - $93.9M
|
1.06M
$85.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
45.7K+ 17.74% |
$3.61M - $4.1M
|
303K
$24.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
15.8K+ 24.59% |
$1.25M - $1.42M
|
80K
$6.45M
|
|
|
Jan 23, 2025
Q4 2024
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
14.1KNew |
$1.11M - $1.26M
|
14.1K
$1.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
5.41K+ 3.98% |
$428K - $486K
|
141K
$11.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
3.59K+ 15.38% |
$284K - $323K
|
27K
$2.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
3.57KNew |
$282K - $321K
|
3.57K
$288K
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
2.4K+ 5.38% |
$190K - $216K
|
47.1K
$3.79M
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
2.39K+ 8.79% |
$189K - $215K
|
29.6K
$2.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
952+ 32.77% |
$75.2K - $85.5K
|
3.86K
$311K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
842+ 6.82% |
$66.6K - $75.6K
|
13.2K
$1.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
550New |
$43.5K - $49.4K
|
550
$44.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
235New |
$18.6K - $21.1K
|
235
$18.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
203New |
$16K - $18.2K
|
203
$16.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
145+ 0.33% |
$11.5K - $13K
|
43.5K
$3.51M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
141+ 4.09% |
$11.1K - $12.7K
|
3.59K
$289K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
132+ 58.93% |
$10.4K - $11.8K
|
356
$28.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
115+ 0.65% |
$9.09K - $10.3K
|
17.7K
$1.42M
|
|
|
Jan 24, 2025
Q4 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
108+ 0.55% |
$8.54K - $9.7K
|
19.8K
$1.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
100New |
$7.9K - $8.98K
|
100
$8.06K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
39+ 1.46% |
$3.08K - $3.5K
|
2.7K
$218K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
18+ 0.59% |
$1.42K - $1.62K
|
3.07K
$247K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3+ 0.1% |
$237 - $269
|
3.03K
$244K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
2.57M+ 51461.7% |
$197M - $235M
|
2.58M
$208M
|
|
|
Oct 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
147KNew |
$11.2M - $13.4M
|
147K
$11.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
104KNew |
$7.93M - $9.46M
|
104K
$8.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
63.7K+ 40.52% |
$4.87M - $5.81M
|
221K
$17.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
63K+ 20.08% |
$4.82M - $5.75M
|
377K
$30.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
48K+ 331.89% |
$3.67M - $4.37M
|
62.4K
$5.03M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
31.8KNew |
$2.43M - $2.9M
|
31.8K
$2.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
27.9K+ 47.25% |
$2.14M - $2.55M
|
87.1K
$7.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
27.8K+ 18.84% |
$2.12M - $2.53M
|
175K
$14.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
25.7K+ 1258.88% |
$1.97M - $2.35M
|
27.8K
$2.24M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
25K+ 44.06% |
$1.91M - $2.28M
|
81.8K
$6.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
24.9K+ 20.46% |
$1.91M - $2.27M
|
147K
$11.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
19.4KNew |
$1.48M - $1.77M
|
19.4K
$1.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13.6K+ 34.25% |
$1.04M - $1.24M
|
53.4K
$4.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
11.5K+ 15.26% |
$879K - $1.05M
|
86.9K
$7M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
10.9KNew |
$831K - $991K
|
10.9K
$876K
|
|
|
Oct 09, 2024
Q3 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
9.29KNew |
$710K - $847K
|
9.29K
$749K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
8.98KNew |
$687K - $819K
|
8.98K
$724K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.11KNew |
$619K - $739K
|
8.11K
$653K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.53K+ 56.7% |
$576K - $687K
|
20.8K
$1.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.13K+ 16.65% |
$545K - $650K
|
50K
$4.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.85K+ 43.66% |
$447K - $534K
|
19.3K
$1.55M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.82K+ 127.83% |
$445K - $531K
|
10.4K
$835K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.65K+ 8.61% |
$356K - $424K
|
58.7K
$4.73M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.56KNew |
$349K - $416K
|
4.56K
$368K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
4.07KNew |
$311K - $371K
|
4.07K
$328K
|
|
|
Nov 06, 2024
Q3 2024
|
Bard Associates Inc
Chicago, IL |
BUY
|
- |
3.05K+ 85.67% |
$233K - $278K
|
6.61K
$532K
|
|