Purchases and Sales Made in Q1 2022 in Ishares Tr Residential And Mul (REZ)
This table provides information about the institutional ownership of Ishares Tr Residential And Mul (REZ) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES TR RESIDENTIAL AND MUL.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
BUY
|
- |
62+ 129.17% |
$5.46K - $6.09K
|
110
$9.52K
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
54+ 2.24% |
$4.75K - $5.3K
|
2.46K
$213K
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
41New |
$3.61K - $4.03K
|
41
$3.55K
|
|
May 10, 2022
Q1 2022
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
39+ 0.31% |
$3.43K - $3.83K
|
12.6K
$1.09M
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
30New |
$2.64K - $2.95K
|
30
$2.6K
|
|
May 13, 2022
Q1 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
23+ 0.31% |
$2.03K - $2.26K
|
7.51K
$650K
|
|
Apr 29, 2022
Q1 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
17+ 0.25% |
$1.5K - $1.67K
|
6.76K
$585K
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
15New |
$1.32K - $1.47K
|
15
$1.3K
|
|
Apr 13, 2022
Q1 2022
|
Investors Research Corp
|
BUY
|
- |
13+ 162.5% |
$1.14K - $1.28K
|
21
$1.82K
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
12+ 4.51% |
$1.06K - $1.18K
|
278
$24.1K
|
|
Apr 27, 2022
Q1 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
12+ 0.16% |
$1.06K - $1.18K
|
7.37K
$638K
|
|
Apr 18, 2022
Q1 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
8+ 0.29% |
$704 - $786
|
2.78K
$240K
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
6+ 0.31% |
$528 - $589
|
1.92K
$167K
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
3+ 0.07% |
$264 - $295
|
4.14K
$358K
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1+ 0.11% |
$88.1 - $98.2
|
891
$77.1K
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.15% |
$88.1 - $98.2
|
651
$56.3K
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-6Closed |
$528 - $589
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
SELL
|
- |
-8- 42.11% |
$704 - $786
|
11
$952
|
|
May 06, 2022
Q1 2022
|
Courage Miller Partners, LLC
|
SELL
|
- |
-16- 0.15% |
$1.41K - $1.57K
|
10.9K
$942K
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-23Closed |
$2.03K - $2.26K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-49- 51.58% |
$4.31K - $4.81K
|
46
$3.98K
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-52Closed |
$4.58K - $5.11K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-58Closed |
$5.11K - $5.7K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-68- 6.3% |
$5.99K - $6.68K
|
1.01K
$87.5K
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-73- 1.38% |
$6.43K - $7.17K
|
5.23K
$453K
|
|
May 10, 2022
Q1 2022
|
Mainstay Capital Management LLC
|
SELL
|
- |
-87- 0.69% |
$7.66K - $8.54K
|
12.6K
$1.09M
|
|
May 10, 2022
Q1 2022
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-112- 2.42% |
$9.86K - $11K
|
4.51K
$391K
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-116Closed |
$10.2K - $11.4K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-125- 3.96% |
$11K - $12.3K
|
3.03K
$262K
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-138Closed |
$12.2K - $13.6K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-148Closed |
$13K - $14.5K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
SELL
|
- |
-150- 19.76% |
$13.2K - $14.7K
|
609
$52.7K
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-180Closed |
$15.8K - $17.7K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-186Closed |
$16.4K - $18.3K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-207- 62.92% |
$18.2K - $20.3K
|
122
$10.6K
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-218- 6.24% |
$19.2K - $21.4K
|
3.28K
$284K
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-220- 4.37% |
$19.4K - $21.6K
|
4.82K
$417K
|
|
Apr 20, 2022
Q1 2022
|
Camelot Portfolios, LLC
|
SELL
|
- |
-345- 9.24% |
$30.4K - $33.9K
|
3.39K
$293K
|
|
Apr 12, 2022
Q1 2022
|
Rda Financial Network
|
SELL
|
- |
-363- 8.01% |
$32K - $35.7K
|
4.17K
$361K
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-375Closed |
$33K - $36.8K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Financial Insights, Inc.
|
SELL
|
- |
-454- 12.0% |
$40K - $44.6K
|
3.33K
$288K
|
|
Apr 27, 2022
Q1 2022
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-479- 16.17% |
$42.2K - $47K
|
2.48K
$215K
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-499- 10.05% |
$43.9K - $49K
|
4.46K
$386K
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-501Closed |
$44.1K - $49.2K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-524Closed |
$46.1K - $51.5K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Iam Advisory, LLC
|
SELL
|
- |
-576- 21.35% |
$50.7K - $56.6K
|
2.12K
$184K
|
|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-864- 4.55% |
$76.1K - $84.9K
|
18.1K
$1.57M
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-864- 4.55% |
$76.1K - $84.9K
|
18.1K
$1.57M
|
|
Apr 06, 2022
Q1 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-1K- 26.99% |
$88.1K - $98.2K
|
2.71K
$234K
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.13K- 13.95% |
$99.7K - $111K
|
6.98K
$604K
|