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 |
---|---|---|---|---|---|---|---|
Feb 13, 2025
Q4 2024
|
Menora Mivtachim Holdings Ltd.
|
SELL
|
- |
-1.3M- 50.57% |
$103M - $117M
|
1.27M
$111M
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.05M- 98.77% |
$82.6M - $93.9M
|
13.1K
$1.14M
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-989K- 98.75% |
$78.1M - $88.8M
|
12.5K
$1.09M
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-67.6K- 30.58% |
$5.34M - $6.07M
|
153K
$13.4M
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-58.8K- 51.06% |
$4.65M - $5.28M
|
56.3K
$4.92M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-36.2K- 41.53% |
$2.86M - $3.25M
|
50.9K
$4.45M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-29.8K- 47.68% |
$2.35M - $2.67M
|
32.7K
$2.85M
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-29K- 50.0% |
$2.29M - $2.6M
|
29K
$2.53M
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-15.2K- 73.18% |
$1.2M - $1.37M
|
5.58K
$488K
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-13K- 24.3% |
$1.03M - $1.17M
|
40.4K
$3.53M
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-12.2K- 21.92% |
$965K - $1.1M
|
43.5K
$3.8M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.1K- 67.79% |
$879K - $999K
|
5.28K
$462K
|
|
Jan 23, 2025
Q4 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-10.3K- 2.17% |
$815K - $925K
|
466K
$40.7M
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-9.56K- 5.45% |
$756K - $859K
|
166K
$14.5M
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-8.46K- 17.15% |
$668K - $759K
|
40.9K
$3.57M
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-6.96K- 27.02% |
$550K - $625K
|
18.8K
$1.64M
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-6.76K- 16.78% |
$534K - $606K
|
33.5K
$2.93M
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.23K- 10.62% |
$492K - $559K
|
52.5K
$4.58M
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.21K- 6.55% |
$411K - $467K
|
74.2K
$6.48M
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-3.55K- 43.89% |
$281K - $319K
|
4.54K
$397K
|
|
Feb 13, 2025
Q4 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.87K- 4.85% |
$227K - $258K
|
56.4K
$4.92M
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.78K- 23.93% |
$220K - $250K
|
8.85K
$773K
|
|
Jan 16, 2025
Q4 2024
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-2K- 1.84% |
$158K - $180K
|
107K
$9.32M
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.85K- 6.66% |
$146K - $166K
|
25.9K
$2.26M
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.05K- 12.98% |
$83.2K - $94.4K
|
7.05K
$616K
|
|
Feb 14, 2025
Q4 2024
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-767- 0.74% |
$60.6K - $68.9K
|
103K
$9M
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-671- 7.65% |
$53K - $60.2K
|
8.11K
$708K
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-565- 12.87% |
$44.7K - $50.7K
|
3.82K
$334K
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-533- 1.01% |
$42.1K - $47.8K
|
52.1K
$4.55M
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-526- 6.09% |
$41.6K - $47.2K
|
8.11K
$708K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-445- 2.63% |
$35.2K - $39.9K
|
16.5K
$1.44M
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-373- 11.76% |
$29.5K - $33.5K
|
2.8K
$245K
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-341- 3.8% |
$27K - $30.6K
|
8.64K
$755K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-150- 37.69% |
$11.9K - $13.5K
|
248
$21.7K
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-129- 28.17% |
$10.2K - $11.6K
|
329
$28.7K
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-108- 0.18% |
$8.54K - $9.7K
|
58.7K
$5.12M
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-104- 14.99% |
$8.22K - $9.34K
|
590
$51.5K
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-80- 0.32% |
$6.32K - $7.18K
|
25.2K
$2.2M
|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
SELL
|
- |
-47- 0.5% |
$3.71K - $4.22K
|
9.31K
$813K
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-34- 0.81% |
$2.69K - $3.05K
|
4.15K
$363K
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-29- 0.91% |
$2.29K - $2.6K
|
3.17K
$277K
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-16- 0.24% |
$1.26K - $1.44K
|
6.69K
$584K
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-5- 0.08% |
$395 - $449
|
6.4K
$559K
|
|
Q3 2024 | |||||||
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.36K- 31.84% |
$104K - $124K
|
2.91K
$254K
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-1.11K- 22.35% |
$84.9K - $101K
|
3.86K
$337K
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-900- 17.65% |
$68.8K - $82.1K
|
4.2K
$367K
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.6K- 45.5% |
$313K - $354K
|
5.51K
$481K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-171- 12.47% |
$11.6K - $13.2K
|
1.2K
$105K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-125- 55.56% |
$8.51K - $9.64K
|
100
$8.74K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-54- 0.62% |
$3.68K - $4.16K
|
8.72K
$762K
|