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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
7.7K+ 95.98% |
$624K - $656K
|
15.7K
$1.33M
|
|
|
Oct 23, 2025
Q3 2025
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-5.68K- 1.2% |
$460K - $484K
|
469K
$39.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
4.48KNew |
$363K - $382K
|
4.48K
$378K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-127- 3.25% |
$10.3K - $10.8K
|
3.78K
$319K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1+ 1.19% |
$81.1 - $85.2
|
85
$7.17K
|
|
|
Oct 22, 2025
Q3 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-9- 0.14% |
$730 - $767
|
6.37K
$538K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.47K+ 4.69% |
$119K - $125K
|
32.8K
$2.77M
|
|
|
Oct 21, 2025
Q3 2025
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
237+ 1.73% |
$19.2K - $20.2K
|
13.9K
$1.17M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.98K- 34.88% |
$403K - $424K
|
9.29K
$784K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
909+ 3.57% |
$73.7K - $77.5K
|
26.3K
$2.22M
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
2.38KNew |
$193K - $203K
|
2.38K
$200K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-500- 24.43% |
$40.5K - $42.6K
|
1.55K
$130K
|
|
|
Oct 20, 2025
Q3 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-244- 6.19% |
$19.8K - $20.8K
|
3.7K
$312K
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
3.55K+ 7.22% |
$288K - $303K
|
52.8K
$4.45M
|
|
|
Oct 16, 2025
Q3 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
4.32K+ 22.85% |
$350K - $368K
|
23.2K
$1.96M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-14- 73.68% |
$1.13K - $1.19K
|
5
$422
|
|
|
Oct 14, 2025
Q3 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
32+ 0.14% |
$2.59K - $2.73K
|
23K
$1.94M
|
|
|
Oct 10, 2025
Q3 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.63K+ 38.8% |
$132K - $139K
|
5.83K
$492K
|
|
|
Oct 10, 2025
Q3 2025
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
17+ 0.09% |
$1.38K - $1.45K
|
19.8K
$1.67M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-535- 21.49% |
$43.4K - $45.6K
|
1.95K
$165K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.4KNew |
$275K - $289K
|
3.4K
$286K
|
|
|
Oct 08, 2025
Q3 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
1.03K+ 7.38% |
$83.7K - $88K
|
15K
$1.27M
|
|
|
Oct 08, 2025
Q3 2025
|
Rda Financial Network
|
SELL
|
- |
-432- 14.23% |
$35K - $36.8K
|
2.6K
$220K
|
|
|
Oct 07, 2025
Q3 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
1.37K+ 3.56% |
$111K - $117K
|
39.9K
$3.36M
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
1+ 1.79% |
$81.1 - $85.2
|
57
$4.81K
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-703- 5.87% |
$57K - $59.9K
|
11.3K
$952K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.8K- 3.15% |
$365K - $414K
|
147K
$12.4M
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 0.88% |
$76.1 - $86.4
|
114
$9.62K
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
8.97KNew |
$683K - $774K
|
8.97K
$756K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.55KNew |
$194K - $220K
|
2.55K
$215K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.76KNew |
$210K - $239K
|
2.76K
$233K
|
|
|
Aug 14, 2025
Q2 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-29K- 50.0% |
$2.21M - $2.5M
|
29K
$2.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
CALL |
-500- 13.89% |
$38.1K - $43.2K
|
3.1K
$261K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
100New |
$7.61K - $8.64K
|
100
$8.44K
|
|
|
Aug 14, 2025
Q2 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-47- 0.84% |
$3.58K - $4.06K
|
5.52K
$466K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.06K+ 113.26% |
$233K - $264K
|
5.76K
$486K
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-2.1K- 47.36% |
$160K - $181K
|
2.33K
$197K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-409- 3.51% |
$31.1K - $35.3K
|
11.2K
$949K
|
|
|
Aug 13, 2025
Q2 2025
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-12.4K- 54.92% |
$944K - $1.07M
|
10.2K
$858K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
235+ 23500.0% |
$17.9K - $20.3K
|
236
$19.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
75New |
$5.71K - $6.48K
|
75
$6.33K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.21K+ 52.61% |
$244K - $277K
|
9.31K
$785K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-185- 33.64% |
$14.1K - $16K
|
365
$30.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.05KNew |
$80.2K - $90.9K
|
1.05K
$88.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
37New |
$2.82K - $3.19K
|
37
$3.12K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-271- 66.75% |
$20.6K - $23.4K
|
135
$11.4K
|
|
|
Aug 01, 2025
Q2 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
12New |
$914 - $1.04K
|
12
$1.01K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.7K- 39.59% |
$358K - $406K
|
7.17K
$605K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-241- 7.57% |
$18.3K - $20.8K
|
2.94K
$248K
|
|