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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.75KNew |
$132K - $174K
|
1.75K
$151K
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
417+ 17.01% |
$31.4K - $41.4K
|
2.87K
$248K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
287New |
$21.6K - $28.5K
|
287
$24.8K
|
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
225New |
$17K - $22.3K
|
225
$19.4K
|
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
58New |
$4.37K - $5.75K
|
58
$5.01K
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
57New |
$4.3K - $5.65K
|
57
$4.92K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
20New |
$1.51K - $1.98K
|
20
$1.73K
|
|
|
Aug 15, 2022
Q2 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
10New |
$754 - $992
|
10
$864
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2+ 0.22% |
$151 - $198
|
893
$77.1K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
50.8KNew |
$4.47M - $4.99M
|
50.8K
$4.39M
|
|
|
Apr 15, 2022
Q1 2022
|
Claremont Financial Group, Inc.
Claremont, CA |
BUY
|
- |
26.2K+ 19525.37% |
$2.3M - $2.57M
|
26.3K
$2.27M
|
|
|
Apr 20, 2022
Q1 2022
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
2.08KNew |
$183K - $204K
|
2.08K
$180K
|
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
151New |
$13.3K - $14.8K
|
151
$13K
|
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
BUY
|
- |
117New |
$10.3K - $11.5K
|
117
$10.1K
|
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
41New |
$3.61K - $4.03K
|
41
$3.54K
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
30New |
$2.64K - $2.95K
|
30
$2.59K
|
|
| Q4 2021 | |||||||
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2.79KNew |
$241K - $274K
|
2.79K
$241K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
170New |
$14.6K - $16.7K
|
170
$14.7K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
62KNew |
$5.2M - $5.74M
|
62K
$5.36M
|
|
|
Nov 03, 2021
Q3 2021
|
Meitav Dash Investments LTD
|
BUY
|
- |
7.14KNew |
$599K - $661K
|
7.14K
$617K
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
994New |
$83.4K - $91.9K
|
994
$85.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
24New |
$2.01K - $2.22K
|
24
$2.07K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
5KNew |
$377K - $424K
|
5K
$432K
|
|
| Q2 2020 | |||||||
|
Jul 27, 2020
Q2 2020
|
Regions Financial Corp
|
BUY
|
- |
7.81KNew |
$385K - $529K
|
7.81K
$674K
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
6.18K+ 15.26% |
$305K - $419K
|
46.7K
$4.04M
|
|
|
Jul 02, 2020
Q2 2020
|
Boltwood Capital Management
|
BUY
|
- |
3.6KNew |
$178K - $244K
|
3.6K
$311K
|
|
| Q2 2019 | |||||||
|
Aug 01, 2019
Q2 2019
|
Executive Wealth Management, LLC
|
BUY
|
- |
1+ 1.33% |
N/A
|
76
$6.56K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
4.74KNew |
N/A
|
4.74K
$409K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$86.4
|
|