Latest Institutional Transactions on Ishares Tr Residential And Mul (REZ)
This table provides information on the latest institutional transactions involving Ishares Tr Residential And Mul (REZ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
46.1K+ 128.89% |
$3.74M - $3.93M
|
81.9K
$6.91M
|
|
|
Nov 12, 2025
Q3 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
1.99K+ 52.46% |
$161K - $170K
|
5.79K
$488K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1+ 0.9% |
$81.1 - $85.2
|
112
$9.45K
|
|
|
Nov 12, 2025
Q3 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-3.88K- 7.69% |
$315K - $331K
|
46.6K
$3.93M
|
|
|
Nov 12, 2025
Q3 2025
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-148- 1.03% |
$12K - $12.6K
|
14.3K
$1.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
704+ 10.86% |
$57.1K - $60K
|
7.18K
$606K
|
|
|
Nov 12, 2025
Q3 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.01K- 7.44% |
$82.2K - $86.4K
|
12.6K
$1.06M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
254New |
$20.6K - $21.6K
|
254
$21.4K
|
|
|
Nov 10, 2025
Q3 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-490- 10.19% |
$39.7K - $41.8K
|
4.32K
$364K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
18+ 0.71% |
$1.46K - $1.53K
|
2.56K
$216K
|
|
|
Nov 10, 2025
Q3 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
178+ 2.39% |
$14.4K - $15.2K
|
7.64K
$644K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
13K+ 353.21% |
$1.06M - $1.11M
|
16.7K
$1.41M
|
|
|
Nov 07, 2025
Q3 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2+ 0.2% |
$162 - $170
|
1.02K
$86.2K
|
|
|
Nov 07, 2025
Q3 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
179+ 2.54% |
$14.5K - $15.3K
|
7.23K
$610K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-702- 17.02% |
$56.9K - $59.8K
|
3.42K
$289K
|
|
|
Nov 07, 2025
Q3 2025
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
92+ 0.1% |
$7.46K - $7.84K
|
94.8K
$8M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3.18KNew |
$258K - $271K
|
3.18K
$268K
|
|
|
Nov 06, 2025
Q3 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
343+ 13.02% |
$27.8K - $29.2K
|
2.98K
$251K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-6- 5.36% |
$486 - $511
|
106
$8.94K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-246- 3.07% |
$19.9K - $21K
|
7.78K
$656K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
258+ 2.04% |
$20.9K - $22K
|
12.9K
$1.09M
|
|
|
Nov 04, 2025
Q3 2025
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
4.2K+ 6.15% |
$340K - $358K
|
72.5K
$6.11M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
102+ 0.4% |
$8.27K - $8.69K
|
25.6K
$2.16M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
874+ 15.0% |
$70.8K - $74.5K
|
6.7K
$565K
|
|
|
Nov 04, 2025
Q3 2025
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
2.92K+ 36.99% |
$237K - $249K
|
10.8K
$913K
|
|
|
Nov 04, 2025
Q3 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
9.98KNew |
$809K - $851K
|
9.98K
$842K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1+ 0.42% |
$81.1 - $85.2
|
240
$20.2K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4.55K+ 2.71% |
$369K - $388K
|
172K
$14.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.01K- 5.86% |
$406K - $427K
|
80.5K
$6.79M
|
|
|
Nov 04, 2025
Q3 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
1.79K+ 9.94% |
$145K - $153K
|
19.8K
$1.67M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.92K- 53.76% |
$642K - $675K
|
6.82K
$575K
|
|
|
Nov 03, 2025
Q3 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
1.73K+ 0.96% |
$140K - $147K
|
181K
$15.3M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-38- 1.08% |
$3.08K - $3.24K
|
3.49K
$294K
|
|
|
Oct 31, 2025
Q3 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
1.66K+ 2.98% |
$135K - $142K
|
57.4K
$4.84M
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
57New |
$4.62K - $4.86K
|
57
$4.81K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.62K+ 22.45% |
$131K - $138K
|
8.84K
$746K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
SELL
|
- |
-68- 2.32% |
$5.51K - $5.8K
|
2.87K
$242K
|
|
|
Oct 29, 2025
Q3 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
4.44K+ 156.78% |
$360K - $378K
|
7.27K
$613K
|
|
|
Oct 29, 2025
Q3 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-612- 7.81% |
$49.6K - $52.2K
|
7.23K
$610K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
5K+ 40.34% |
$405K - $426K
|
17.4K
$1.47M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
5.38K+ 3.31% |
$436K - $458K
|
168K
$14.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
564+ 2.31% |
$45.7K - $48.1K
|
25K
$2.11M
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
613+ 1.2% |
$49.7K - $52.2K
|
51.7K
$4.37M
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.64K- 6.26% |
$214K - $225K
|
39.4K
$3.33M
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
1.27K+ 1.92% |
$103K - $108K
|
67.4K
$5.68M
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-599- 8.91% |
$48.6K - $51.1K
|
6.13K
$517K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-100- 2.04% |
$8.11K - $8.52K
|
4.81K
$406K
|
|
|
Oct 24, 2025
Q3 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
1.56K+ 4.98% |
$126K - $133K
|
32.9K
$2.77M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
384+ 14.16% |
$31.1K - $32.7K
|
3.1K
$261K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
19New |
$1.54K - $1.62K
|
19
$1.6K
|
|