Purchases and Sales Made in Q3 2023 in Ishares Tr Residential And Mul (REZ)

REZ Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr Residential And Mul (REZ) during Q3 2023. 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
Nov 14, 2023 Q3 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
443K
New
$28.9M - $33.7M
443K $38.4M
Oct 10, 2023 Q3 2023
Procyon Advisors, LLC

BUY
 -
121K
New
$7.88M - $9.18M
121K $10.4M
Feb 14, 2024 Q3 2023
M Holdings Securities, Inc.

Portland, OR
BUY
 -
86.7K
+ 2739.22%
$5.66M - $6.59M
89.8K $7.78M
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

BUY
 -
50.5K
+ 45.91%
$3.3M - $3.84M
160K $13.9M
Nov 14, 2023 Q3 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
33.8K
+ 74.89%
$2.21M - $2.57M
79K $6.84M
Nov 13, 2023 Q3 2023
Plan Group Financial, LLC

Oklahoma City, OK
BUY
 -
30.9K
+ 165.3%
$2.02M - $2.35M
49.6K $4.3M
Oct 24, 2023 Q3 2023
Kure Advisory, LLC

Plymouth, MN
BUY
 -
27.3K
New
$1.78M - $2.08M
27.3K $2.36M
Nov 14, 2023 Q3 2023
Partners Capital Investment Group, LLP

Boston, MA
BUY
 -
27.2K
+ 92.11%
$1.78M - $2.07M
56.8K $4.92M
Oct 18, 2023 Q3 2023
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
17.6K
+ 4.07%
$1.15M - $1.34M
452K $39.1M
Nov 08, 2023 Q3 2023
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
15K
+ 20.39%
$977K - $1.14M
88.4K $7.65M
Oct 31, 2023 Q3 2023
Franklin, Parlapiano, Turner & Welch, LLC

BUY
 -
7.41K
+ 1.76%
$484K - $563K
429K $37.1M
Oct 10, 2023 Q3 2023
Acorn Financial Advisory Services Inc

BUY
 -
6.62K
+ 24.56%
$432K - $503K
33.6K $2.91M
Nov 07, 2023 Q3 2023
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
5.29K
+ 72.56%
$345K - $402K
12.6K $1.09M
Nov 14, 2023 Q3 2023
Northwestern Mutual Wealth Management CO

BUY
 -
5.22K
+ 4.39%
$341K - $397K
124K $10.7M
Nov 14, 2023 Q3 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
4.31K
+ 2.81%
$282K - $328K
158K $13.6M
Nov 01, 2023 Q3 2023
Modera Wealth Management, LLC

BUY
 -
3.82K
New
$249K - $290K
3.82K $330K
Nov 14, 2023 Q3 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
3.44K
+ 8.21%
$224K - $261K
45.3K $3.92M
Nov 13, 2023 Q3 2023
Mariner, LLC

Overland Park, KS
BUY
 -
3.25K
+ 26.81%
$212K - $247K
15.4K $1.33M
Nov 03, 2023 Q3 2023
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
3.24K
+ 14.65%
$211K - $246K
25.3K $2.19M
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
3.23K
+ 67.83%
$211K - $245K
7.98K $691K
Oct 10, 2023 Q3 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
2.12K
New
$139K - $161K
2.12K $184K
Oct 27, 2023 Q3 2023
Assetmark, Inc

BUY
 -
2.01K
+ 1096.72%
$131K - $153K
2.19K $190K
Nov 14, 2023 Q3 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
1.9K
+ 1622.22%
$124K - $144K
2.02K $174K
Nov 01, 2023 Q3 2023
Bank Of Montreal

Toronto, A6
BUY
 -
1.86K
+ 154.83%
$121K - $141K
3.06K $265K
Nov 14, 2023 Q3 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
1.86K
+ 4.18%
$121K - $141K
46.3K $4.01M
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

BUY
 -
1.78K
+ 60.19%
$116K - $136K
4.75K $411K
Nov 14, 2023 Q3 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
1.61K
+ 0.29%
$105K - $122K
555K $48M
Nov 03, 2023 Q3 2023
Castle Wealth Management LLC

BUY
 -
1.51K
+ 3.37%
$98.5K - $115K
46.3K $4.01M
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
1.25K
+ 4.42%
$81.8K - $95.2K
29.6K $2.56M
Oct 31, 2023 Q3 2023
Kendall Capital Management

BUY
 -
868
+ 8.75%
$56.7K - $66K
10.8K $933K
Oct 25, 2023 Q3 2023
Arkansas Financial Group, Inc.

BUY
 -
854
+ 4.1%
$55.8K - $64.9K
21.7K $1.88M
Oct 13, 2023 Q3 2023
Global Retirement Partners, LLC

BUY
 -
804
+ 9.4%
$52.5K - $61.1K
9.36K $810K
Nov 07, 2023 Q3 2023
Avantax Advisory Services, Inc.

BUY
 -
715
+ 19.3%
$46.7K - $54.3K
4.42K $383K
Nov 08, 2023 Q3 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
591
+ 13.05%
$38.6K - $44.9K
5.12K $443K
Nov 13, 2023 Q3 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
582
+ 20.82%
$38K - $44.2K
3.38K $292K
Nov 13, 2023 Q3 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
547
+ 2.49%
$35.7K - $41.6K
22.5K $1.95M
Nov 13, 2023 Q3 2023
Beta Wealth Group, Inc.

BUY
 -
412
+ 4.26%
$26.9K - $31.3K
10.1K $872K
Nov 07, 2023 Q3 2023
Valmark Advisers, Inc.

BUY
 -
387
+ 9.31%
$25.3K - $29.4K
4.55K $393K
Nov 09, 2023 Q3 2023
Ubs Group Ag

BUY
 -
356
+ 0.79%
$23.2K - $27.1K
45.1K $3.91M
Nov 16, 2023 Q3 2023
Creative Planning

Overland Park, KS
BUY
 -
225
New
$14.7K - $17.1K
225 $19.5K
Oct 16, 2023 Q3 2023
Lex Aurum Advisors, LLC

BUY
 -
211
+ 3.5%
$13.8K - $16K
6.25K $541K
Oct 10, 2023 Q3 2023
Fny Investment Advisers, LLC

BUY
 -
200
New
$13.1K - $15.2K
200 $17.3K
Nov 06, 2023 Q3 2023
Authentikos Wealth Advisory, LLC

Morgan Hill, CA
BUY
 -
142
New
$9.27K - $10.8K
142 $12.3K
Nov 07, 2023 Q3 2023
Cutler Group LP

BUY
 -
100
New
$6.53K - $7.6K
100 $8.66K
Oct 16, 2023 Q3 2023
H&H Retirement Design & Management Inc

BUY
 -
78
+ 0.39%
$5.09K - $5.93K
20K $1.73M
Nov 03, 2023 Q3 2023
Us Bancorp \De\

BUY
 -
75
New
$4.9K - $5.7K
75 $6.49K
Nov 02, 2023 Q3 2023
Capital Investment Advisory Services, LLC

BUY
 -
65
New
$4.24K - $4.94K
65 $5.63K
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
44
New
$2.87K - $3.34K
44 $3.81K
Oct 10, 2023 Q3 2023
National Bank Of Canada

BUY
 -
31
+ 4.4%
$2.02K - $2.36K
736 $63.7K

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