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 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
725+ 7.46% |
$56.7K - $64.1K
|
10.4K
$857K
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
694+ 10.21% |
$54.3K - $61.4K
|
7.49K
$615K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
600+ 20.0% |
$46.9K - $53.1K
|
3.6K
$296K
|
|
|
Apr 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
546+ 4.03% |
$42.7K - $48.3K
|
14.1K
$1.16M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
519+ 9.3% |
$40.6K - $45.9K
|
6.1K
$501K
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
428+ 2.41% |
$33.5K - $37.9K
|
18.2K
$1.49M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
396+ 12.97% |
$31K - $35K
|
3.45K
$283K
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
392+ 14.51% |
$30.7K - $34.7K
|
3.09K
$254K
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
366+ 14.47% |
$28.6K - $32.4K
|
2.9K
$238K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
200New |
$15.6K - $17.7K
|
200
$16.4K
|
|
|
May 09, 2025
Q1 2025
|
Bard Associates Inc
Chicago, IL |
BUY
|
- |
188+ 2.61% |
$14.7K - $16.6K
|
7.39K
$607K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
185+ 31.36% |
$14.5K - $16.4K
|
775
$63.6K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
171+ 8.47% |
$13.4K - $15.1K
|
2.19K
$180K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
167New |
$13.1K - $14.8K
|
167
$13.7K
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
152New |
$11.9K - $13.4K
|
152
$12.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
59+ 0.51% |
$4.61K - $5.22K
|
11.7K
$957K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
51+ 1.82% |
$3.99K - $4.51K
|
2.85K
$234K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
50+ 14.04% |
$3.91K - $4.42K
|
406
$33.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
31New |
$2.42K - $2.74K
|
31
$2.55K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
20New |
$1.56K - $1.77K
|
20
$1.64K
|
|
|
Apr 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
20+ 0.44% |
$1.56K - $1.77K
|
4.56K
$374K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
17New |
$1.33K - $1.5K
|
17
$1.4K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
16+ 3.33% |
$1.25K - $1.42K
|
496
$40.7K
|
|
|
May 01, 2025
Q1 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
13+ 0.41% |
$1.02K - $1.15K
|
3.16K
$259K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
12+ 0.38% |
$939 - $1.06K
|
3.18K
$261K
|
|
|
Apr 21, 2025
Q1 2025
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
8+ 0.04% |
$626 - $708
|
19.8K
$1.63M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2+ 0.07% |
$156 - $177
|
3.04K
$249K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 0.89% |
$78.2 - $88.5
|
113
$9.28K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1New |
$78.2 - $88.5
|
1
$82.1
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1+ 0.42% |
$78.2 - $88.5
|
237
$19.5K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
75.2K+ 367.4% |
$5.95M - $6.75M
|
95.7K
$7.86M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
71.8K+ 77.09% |
$5.68M - $6.45M
|
165K
$13.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
46.8KNew |
$3.7M - $4.2M
|
46.8K
$3.84M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
20.7KNew |
$1.64M - $1.86M
|
20.7K
$1.7M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
8.3KNew |
$656K - $745K
|
8.3K
$681K
|
|
|
Feb 14, 2025
Q4 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
6.93KNew |
$548K - $622K
|
6.93K
$569K
|
|
|
Feb 14, 2025
Q4 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
6.19KNew |
$489K - $556K
|
6.19K
$508K
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
5.52KNew |
$437K - $496K
|
5.52K
$454K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
4.82KNew |
$381K - $433K
|
4.82K
$396K
|
|
|
Feb 12, 2025
Q4 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
4.48KNew |
$354K - $402K
|
4.48K
$368K
|
|
|
Mar 21, 2025
Q4 2024
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
3.71KNew |
$293K - $333K
|
3.71K
$305K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
3.68KNew |
$291K - $331K
|
3.68K
$302K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
3.57KNew |
$282K - $321K
|
3.57K
$293K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.4KNew |
$268K - $305K
|
3.4K
$279K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.74KNew |
$217K - $246K
|
2.74K
$225K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.58K+ 20.66% |
$204K - $232K
|
15.1K
$1.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
2.2K+ 11.32% |
$173K - $197K
|
21.6K
$1.77M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
689+ 28.84% |
$54.5K - $61.9K
|
3.08K
$253K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
535New |
$42.3K - $48K
|
535
$43.9K
|
|