Purchases and Sales Made in Q4 2024 in Ishares Tr Residential And Mul (REZ)
This table provides information about the institutional ownership of Ishares Tr Residential And Mul (REZ) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.05M+ 8029.37% |
$82.6M - $93.9M
|
1.06M
$86.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1MNew |
$79.1M - $89.9M
|
1M
$82M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
46.8KNew |
$3.7M - $4.2M
|
46.8K
$3.83M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
45.7K+ 17.74% |
$3.61M - $4.1M
|
303K
$24.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
20.7KNew |
$1.64M - $1.86M
|
20.7K
$1.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
15.8K+ 24.59% |
$1.25M - $1.42M
|
80K
$6.56M
|
|
|
Jan 23, 2025
Q4 2024
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
14.1KNew |
$1.11M - $1.26M
|
14.1K
$1.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
13.5KNew |
$1.07M - $1.22M
|
13.5K
$1.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.43K+ 90.96% |
$746K - $847K
|
19.8K
$1.62M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
5.41K+ 3.98% |
$428K - $486K
|
141K
$11.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
3.68KNew |
$291K - $331K
|
3.68K
$302K
|
|
|
Jan 15, 2025
Q4 2024
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
3.59K+ 15.38% |
$284K - $323K
|
27K
$2.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
3.57KNew |
$282K - $321K
|
3.57K
$293K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.58K+ 20.66% |
$204K - $232K
|
15.1K
$1.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
2.4K+ 5.38% |
$190K - $216K
|
47.1K
$3.86M
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
2.39K+ 8.79% |
$189K - $215K
|
29.6K
$2.43M
|
|
|
Feb 04, 2025
Q4 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
2.16K+ 2.48% |
$171K - $194K
|
89.1K
$7.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
952+ 32.77% |
$75.2K - $85.5K
|
3.86K
$316K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
842+ 6.82% |
$66.6K - $75.6K
|
13.2K
$1.08M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
689+ 28.84% |
$54.5K - $61.9K
|
3.08K
$252K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
550New |
$43.5K - $49.4K
|
550
$45.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
461+ 461.0% |
$36.4K - $41.4K
|
561
$46K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
318+ 1514.29% |
$25.1K - $28.5K
|
339
$27.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
235New |
$18.6K - $21.1K
|
235
$19.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
203New |
$16K - $18.2K
|
203
$16.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
145+ 0.33% |
$11.5K - $13K
|
43.5K
$3.57M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
141+ 4.09% |
$11.1K - $12.7K
|
3.59K
$294K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
132+ 58.93% |
$10.4K - $11.8K
|
356
$29.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
115+ 0.65% |
$9.09K - $10.3K
|
17.7K
$1.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
108+ 0.55% |
$8.54K - $9.7K
|
19.8K
$1.62M
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
100+ 0.2% |
$7.9K - $8.98K
|
49.7K
$4.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
100New |
$7.9K - $8.98K
|
100
$8.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
41+ 2.04% |
$3.24K - $3.68K
|
2.05K
$168K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
39+ 1.46% |
$3.08K - $3.5K
|
2.7K
$221K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
27New |
$2.13K - $2.42K
|
27
$2.21K
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
25+ 0.8% |
$1.98K - $2.24K
|
3.15K
$258K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
18+ 0.59% |
$1.42K - $1.62K
|
3.07K
$252K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3+ 0.1% |
$237 - $269
|
3.03K
$249K
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-5- 0.08% |
$395 - $449
|
6.4K
$524K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-16- 0.24% |
$1.26K - $1.44K
|
6.69K
$548K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-29- 0.91% |
$2.29K - $2.6K
|
3.17K
$260K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-34- 0.81% |
$2.69K - $3.05K
|
4.15K
$340K
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-80- 0.32% |
$6.32K - $7.18K
|
25.2K
$2.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-150- 37.69% |
$11.9K - $13.5K
|
248
$20.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-373- 11.76% |
$29.5K - $33.5K
|
2.8K
$229K
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-533- 1.01% |
$42.1K - $47.8K
|
52.1K
$4.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-565- 12.87% |
$44.7K - $50.7K
|
3.82K
$313K
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-671- 7.65% |
$53K - $60.2K
|
8.11K
$664K
|
|
|
Jan 16, 2025
Q4 2024
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-2K- 1.84% |
$158K - $180K
|
107K
$8.74M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.78K- 23.93% |
$220K - $250K
|
8.85K
$725K
|