Purchases and Sales Made in Q2 2021 in Ishares Tr Residential And Mul (REZ)
This table provides information about the institutional ownership of Ishares Tr Residential And Mul (REZ) during Q2 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2021
Q2 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
383New |
$28.8K - $32.5K
|
383
$33.1K
|
|
|
Aug 04, 2021
Q2 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
375New |
$28.2K - $31.8K
|
375
$32.5K
|
|
|
Jul 19, 2021
Q2 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
235New |
$17.7K - $19.9K
|
235
$20.3K
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
175+ 2.06% |
$13.2K - $14.8K
|
8.67K
$750K
|
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
BUY
|
- |
135New |
$10.2K - $11.5K
|
135
$11.7K
|
|
|
Aug 11, 2021
Q2 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
106New |
$7.98K - $8.99K
|
106
$9.17K
|
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
96+ 2.4% |
$7.23K - $8.15K
|
4.09K
$354K
|
|
|
Aug 16, 2021
Q2 2021
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
87+ 1.19% |
$6.55K - $7.38K
|
7.42K
$642K
|
|
|
Jul 15, 2021
Q2 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
80+ 1.58% |
$6.03K - $6.79K
|
5.16K
$446K
|
|
|
Jul 22, 2021
Q2 2021
|
Consolidated Capital Management, LLC
|
BUY
|
- |
62+ 2.2% |
$4.67K - $5.26K
|
2.88K
$249K
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
44+ 1.58% |
$3.31K - $3.73K
|
2.84K
$245K
|
|
|
Aug 16, 2021
Q2 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
36+ 0.67% |
$2.71K - $3.05K
|
5.45K
$471K
|
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
35New |
$2.64K - $2.97K
|
35
$3.03K
|
|
|
Jul 12, 2021
Q2 2021
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
32+ 1.18% |
$2.41K - $2.72K
|
2.74K
$237K
|
|
|
Jul 29, 2021
Q2 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
20New |
$1.51K - $1.7K
|
20
$1.73K
|
|
|
Aug 06, 2021
Q2 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
11+ 0.27% |
$829 - $933
|
4.15K
$360K
|
|
|
Aug 13, 2021
Q2 2021
|
Covington Capital Management
|
BUY
|
- |
11New |
$829 - $933
|
11
$952
|
|
|
Jul 26, 2021
Q2 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.16% |
$75.3 - $84.9
|
646
$55.9K
|
|
|
Aug 05, 2021
Q2 2021
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 0.55% |
$75.3 - $84.9
|
184
$15.9K
|
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10- 13.16% |
$753 - $849
|
66
$5.71K
|
|
|
Jul 13, 2021
Q2 2021
|
Rda Financial Network
|
SELL
|
- |
-13- 0.29% |
$979 - $1.1K
|
4.47K
$387K
|
|
|
Aug 05, 2021
Q2 2021
|
American Financial Advisors, LLC
|
SELL
|
- |
-53- 0.65% |
$3.99K - $4.5K
|
8.13K
$704K
|
|
|
Aug 13, 2021
Q2 2021
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-207- 2.91% |
$15.6K - $17.6K
|
6.91K
$598K
|
|
|
Aug 06, 2021
Q2 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-219Closed |
$16.5K - $18.6K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Cx Institutional
|
SELL
|
- |
-228- 42.54% |
$17.2K - $19.3K
|
308
$26.7K
|
|
|
Jul 26, 2021
Q2 2021
|
Ifg Advisors, LLC
|
SELL
|
- |
-288- 9.7% |
$21.7K - $24.4K
|
2.68K
$232K
|
|
|
Aug 12, 2021
Q2 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-290- 6.88% |
$21.8K - $24.6K
|
3.92K
$340K
|
|
|
Aug 13, 2021
Q2 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-420- 3.02% |
$31.6K - $35.6K
|
13.5K
$1.17M
|
|
|
Aug 13, 2021
Q2 2021
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-492- 0.72% |
$37.1K - $41.7K
|
67.9K
$5.88M
|
|
|
Jul 28, 2021
Q2 2021
|
Courage Miller Partners, LLC
|
SELL
|
- |
-505- 3.09% |
$38K - $42.8K
|
15.8K
$1.37M
|
|
|
Aug 12, 2021
Q2 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-703- 7.63% |
$52.9K - $59.6K
|
8.51K
$737K
|
|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-708- 19.02% |
$53.3K - $60.1K
|
3.02K
$261K
|
|
|
Aug 09, 2021
Q2 2021
|
Sandy Spring Bank
|
SELL
|
- |
-710- 71.94% |
$53.5K - $60.2K
|
277
$24K
|
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-961- 2.81% |
$72.4K - $81.5K
|
33.2K
$2.87M
|
|
|
Jul 27, 2021
Q2 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-994Closed |
$74.9K - $84.3K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-2.06K- 3.98% |
$155K - $175K
|
49.7K
$4.3M
|
|
|
Jul 23, 2021
Q2 2021
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-2.38KClosed |
$179K - $202K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.03KClosed |
$228K - $257K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Cabot Wealth Management Inc
|
SELL
|
- |
-3.24KClosed |
$244K - $275K
|
0
$0
|
|
|
Dec 13, 2023
Q2 2021
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-4.34K- 19.26% |
$327K - $368K
|
18.2K
$1.57M
|
|
|
Aug 16, 2021
Q2 2021
|
Taconic Capital Advisors LP
New York, NY |
SELL
|
- |
-5K- 16.67% |
$377K - $424K
|
25K
$2.16M
|
|
|
Nov 14, 2024
Q2 2021
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-12.7K- 49.1% |
$953K - $1.07M
|
13.1K
$1.14M
|
|
|
Aug 19, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-14.1K- 50.04% |
$1.06M - $1.2M
|
14.1K
$1.22M
|
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-109K- 99.02% |
$8.19M - $9.23M
|
1.08K
$93.4K
|