Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-73K- 46.52% |
$5.71M - $6.46M
|
84K
$7.01M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-30.4K- 74.27% |
$2.37M - $2.69M
|
10.5K
$879K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-25.1K- 57.73% |
$1.96M - $2.22M
|
18.4K
$1.54M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-16.7K- 51.13% |
$1.31M - $1.48M
|
16K
$1.33M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-11K- 19.52% |
$860K - $973K
|
45.3K
$3.79M
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-10.2K- 30.48% |
$799K - $904K
|
23.3K
$1.95M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.82K- 43.15% |
$377K - $427K
|
6.35K
$531K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.5K- 16.97% |
$117K - $133K
|
7.35K
$614K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-738- 2.93% |
$57.7K - $65.3K
|
24.4K
$2.04M
|
|
|
Apr 16, 2025
Q1 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-712- 2.41% |
$55.7K - $63K
|
28.9K
$2.41M
|
|
|
Apr 23, 2025
Q1 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
SELL
|
- |
-587- 2.18% |
$45.9K - $51.9K
|
26.4K
$2.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-550- 50.0% |
$43K - $48.7K
|
550
$46K
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-399- 4.92% |
$31.2K - $35.3K
|
7.71K
$644K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-265- 6.38% |
$20.7K - $23.4K
|
3.89K
$325K
|
|
|
Apr 09, 2025
Q1 2025
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-165- 0.47% |
$12.9K - $14.6K
|
35K
$2.92M
|
|
|
Apr 22, 2025
Q1 2025
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-114- 0.84% |
$8.92K - $10.1K
|
13.5K
$1.12M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-44- 1.43% |
$3.44K - $3.89K
|
3.03K
$253K
|
|
|
Apr 28, 2025
Q1 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-16- 0.25% |
$1.25K - $1.42K
|
6.38K
$533K
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Menora Mivtachim Holdings Ltd.
|
SELL
|
- |
-1.3M- 50.57% |
$103M - $117M
|
1.27M
$106M
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-989K- 98.75% |
$78.1M - $88.8M
|
12.5K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-67.6K- 30.58% |
$5.34M - $6.07M
|
153K
$12.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-36.2K- 41.53% |
$2.86M - $3.25M
|
50.9K
$4.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-29K- 50.0% |
$2.29M - $2.6M
|
29K
$2.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-15.2K- 73.18% |
$1.2M - $1.37M
|
5.58K
$466K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-13K- 24.3% |
$1.03M - $1.17M
|
40.4K
$3.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.1K- 67.79% |
$879K - $999K
|
5.28K
$441K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-9.56K- 5.45% |
$756K - $859K
|
166K
$13.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.23K- 10.62% |
$492K - $559K
|
52.5K
$4.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.21K- 6.55% |
$411K - $467K
|
74.2K
$6.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.87K- 4.85% |
$227K - $258K
|
56.4K
$4.71M
|
|
|
Jan 16, 2025
Q4 2024
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-2K- 1.84% |
$158K - $180K
|
107K
$8.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.85K- 6.66% |
$146K - $166K
|
25.9K
$2.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.05K- 12.98% |
$83.2K - $94.4K
|
7.05K
$589K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-767- 0.74% |
$60.6K - $68.9K
|
103K
$8.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-671- 7.65% |
$53K - $60.2K
|
8.11K
$677K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-565- 12.87% |
$44.7K - $50.7K
|
3.82K
$319K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-445- 2.63% |
$35.2K - $39.9K
|
16.5K
$1.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-341- 3.8% |
$27K - $30.6K
|
8.64K
$722K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-150- 37.69% |
$11.9K - $13.5K
|
248
$20.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-129- 28.17% |
$10.2K - $11.6K
|
329
$27.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-108- 0.18% |
$8.54K - $9.7K
|
58.7K
$4.9M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-104- 14.99% |
$8.22K - $9.34K
|
590
$49.3K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.36K- 31.84% |
$104K - $124K
|
2.91K
$243K
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-1.11K- 22.35% |
$84.9K - $101K
|
3.86K
$323K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-900- 17.65% |
$68.8K - $82.1K
|
4.2K
$351K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.6K- 45.5% |
$313K - $354K
|
5.51K
$460K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-171- 12.47% |
$11.6K - $13.2K
|
1.2K
$100K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-125- 55.56% |
$8.51K - $9.64K
|
100
$8.36K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-54- 0.62% |
$3.68K - $4.16K
|
8.72K
$728K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-13- 41.94% |
$885 - $1K
|
18
$1.5K
|
|