Latest Institutional Purchases of Ishares Tr Residential And Mul (REZ)

REZ Quotes by TradingView

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 17, 2023 Q4 2022
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
137
New
$9.16K - $10.1K
137 $11K
Jan 18, 2023 Q4 2022
Cardinal Strategic Wealth Guidance

BUY
 -
118
New
$7.89K - $8.68K
118 $9.51K
Mar 06, 2023 Q4 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
104
+ 26.0%
$6.95K - $7.65K
504 $40.6K
Feb 14, 2023 Q4 2022
Patriot Investment Management Inc.

BUY
 -
75
New
$5.01K - $5.52K
75 $6.04K
Feb 08, 2023 Q4 2022
Belpointe Asset Management LLC

BUY
 -
15
New
$1K - $1.1K
15 $1.21K
Feb 09, 2023 Q4 2022
Running Point Capital Advisors, LLC

BUY
 -
4
+ 2.74%
$267 - $294
150 $12.1K
Q3 2022
Nov 14, 2022 Q3 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
BUY
 -
48.4K
+ 1849.71%
$3.42M - $4.3M
51K $4.11M
Nov 15, 2022 Q3 2022
Altfest L J & CO Inc

BUY
 -
37.3K
New
$2.64M - $3.32M
37.3K $3.01M
Nov 04, 2022 Q3 2022
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
6.28K
New
$444K - $558K
6.28K $506K
Nov 14, 2022 Q3 2022
Financial Architects, Inc

Marlton, NJ
BUY
 -
3.65K
New
$258K - $324K
3.65K $294K
Nov 14, 2022 Q3 2022
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
24
+ 0.78%
$1.7K - $2.13K
3.11K $250K
Nov 14, 2022 Q3 2022
Ellis Investment Partners, LLC

BUY
 -
4
+ 0.61%
$283 - $355
657 $52.9K
Nov 14, 2022 Q3 2022
Covestor LTD

Boston, MA
BUY
 -
0
New
$0 - $0
0 $0
Q2 2022
Aug 12, 2022 Q2 2022
Hrt Financial LP

New York, NY
BUY
 -
29.2K
New
$2.2M - $2.89M
29.2K $2.35M
Aug 12, 2022 Q2 2022
Black Rock Inc.

New York, NY
BUY
 -
12.7K
+ 64.66%
$957K - $1.26M
32.3K $2.61M
Jul 15, 2022 Q2 2022
Oak Asset Management, LLC

BUY
 -
10.9K
New
$820K - $1.08M
10.9K $876K
Aug 05, 2022 Q2 2022
Old Mission Capital LLC

BUY
 -
5.5K
New
$414K - $545K
5.5K $443K
Jul 18, 2022 Q2 2022
Cerro Pacific Wealth Advisors LLC

BUY
 -
4.3K
New
$324K - $426K
4.3K $346K
Aug 08, 2022 Q2 2022
Truepoint, Inc.

BUY
 -
3.42K
New
$258K - $339K
3.42K $275K
Aug 16, 2022 Q2 2022
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
1.75K
New
$132K - $174K
1.75K $141K
Aug 15, 2022 Q2 2022
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
417
+ 17.01%
$31.4K - $41.4K
2.87K $231K
Jul 28, 2022 Q2 2022
Whittier Trust CO Of Nevada Inc

BUY
 -
287
New
$21.6K - $28.5K
287 $23.1K
Aug 08, 2022 Q2 2022
Kistler Tiffany Companies, LLC

Berwyn, PA
BUY
 -
225
New
$17K - $22.3K
225 $18.1K
Aug 09, 2022 Q2 2022
Truvestments Capital LLC

Sarasota, FL
BUY
 -
58
New
$4.37K - $5.75K
58 $4.67K
Aug 02, 2022 Q2 2022
Hudock, Inc.

BUY
 -
57
New
$4.3K - $5.65K
57 $4.59K
Jul 29, 2022 Q2 2022
Patriot Financial Group Insurance Agency, LLC

BUY
 -
20
New
$1.51K - $1.98K
20 $1.61K
Aug 15, 2022 Q2 2022
Punch & Associates Investment Management, Inc.

Edina, MN
BUY
 -
10
New
$754 - $992
10 $806
Aug 16, 2022 Q2 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
2
+ 0.22%
$151 - $198
893 $71.9K
Q1 2022
May 16, 2022 Q1 2022
J.W. Cole Advisors, Inc.

BUY
 -
50.8K
New
$4.47M - $4.99M
50.8K $4.09M
Apr 15, 2022 Q1 2022
Claremont Financial Group, Inc.

Claremont, CA
BUY
 -
26.2K
+ 19525.37%
$2.3M - $2.57M
26.3K $2.12M
Apr 20, 2022 Q1 2022
Oxinas Partners Wealth Management LLC

BUY
 -
2.08K
New
$183K - $204K
2.08K $168K
Dec 01, 2022 Q1 2022
Mufg Americas Holdings Corp

BUY
 -
151
New
$13.3K - $14.8K
151 $12.2K
Apr 21, 2022 Q1 2022
Cordasco Financial Network

BUY
 -
117
New
$10.3K - $11.5K
117 $9.43K
May 17, 2022 Q1 2022
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
BUY
 -
41
New
$3.61K - $4.03K
41 $3.3K
Apr 15, 2022 Q1 2022
Atticus Wealth Management, LLC

BUY
 -
30
New
$2.64K - $2.95K
30 $2.42K
Q4 2021
Feb 10, 2022 Q4 2021
Paradigm Financial Partners, LLC

BUY
 -
2.79K
New
$241K - $274K
2.79K $225K
Feb 09, 2022 Q4 2021
Charter Oak Capital Management, LLC

BUY
 -
170
New
$14.6K - $16.7K
170 $13.7K
Q3 2021
Nov 05, 2021 Q3 2021
Moors & Cabot, Inc.

Boston, MA
BUY
 -
62K
New
$5.2M - $5.74M
62K $5M
Nov 03, 2021 Q3 2021
Meitav Dash Investments LTD

BUY
 -
7.14K
New
$599K - $661K
7.14K $576K
Oct 28, 2021 Q3 2021
Destiny Wealth Partners, LLC

BUY
 -
994
New
$83.4K - $91.9K
994 $80.1K
Nov 12, 2021 Q3 2021
Psi Advisors, LLC

BUY
 -
24
New
$2.01K - $2.22K
24 $1.93K
Q2 2021
Aug 16, 2021 Q2 2021
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
5K
New
$377K - $424K
5K $403K
Q1 2021
May 06, 2021 Q1 2021
Bellwether Advisors, LLC

BUY
 -
31
New
$2.02K - $2.36K
31 $2.5K
Q2 2020
Jul 27, 2020 Q2 2020
Regions Financial Corp

BUY
 -
7.81K
New
$385K - $529K
7.81K $629K
Mar 24, 2023 Q2 2020
American Portfolios Advisors

Holbrook, NY
BUY
 -
6.18K
+ 15.26%
$305K - $419K
46.7K $3.76M
Jul 02, 2020 Q2 2020
Boltwood Capital Management

BUY
 -
3.6K
New
$178K - $244K
3.6K $290K
Q2 2019
Aug 09, 2019 Q2 2019
Atria Investments LLC

Charlotte, NC
BUY
 -
14.3K
+ 180.06%
N/A
22.2K $1.79M
Aug 01, 2019 Q2 2019
Executive Wealth Management, LLC

BUY
 -
1
+ 1.33%
N/A
76 $6.12K
Q3 2018
Nov 14, 2018 Q3 2018
Janney Capital Management LLC

BUY
 -
4.74K
New
N/A
4.74K $382K

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