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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
235New |
$18.6K - $21.1K
|
235
$19.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-2K- 1.84% |
$158K - $180K
|
107K
$9M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
3.57KNew |
$282K - $321K
|
3.57K
$301K
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
21New |
$1.6K - $1.91K
|
21
$1.77K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
21New |
$1.6K - $1.91K
|
21
$1.77K
|
|
|
Nov 13, 2024
Q3 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
2.34KNew |
$179K - $214K
|
2.34K
$198K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
1.63KNew |
$124K - $148K
|
1.63K
$137K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
1.51KNew |
$115K - $138K
|
1.51K
$127K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.93% |
$76.4 - $91.2
|
108
$9.11K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
652New |
$49.8K - $59.5K
|
652
$55K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
10.9KNew |
$831K - $991K
|
10.9K
$917K
|
|
|
Oct 24, 2024
Q3 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
2.38KNew |
$181K - $217K
|
2.38K
$200K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
31.8KNew |
$2.43M - $2.9M
|
31.8K
$2.68M
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-1.11K- 22.35% |
$84.9K - $101K
|
3.86K
$326K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
15New |
$1.15K - $1.37K
|
15
$1.27K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.24K+ 13.77% |
$171K - $204K
|
18.5K
$1.56M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.97K+ 39.75% |
$227K - $271K
|
10.4K
$880K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
12New |
$917 - $1.09K
|
12
$1.01K
|
|
|
Oct 09, 2024
Q3 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
9.29KNew |
$710K - $847K
|
9.29K
$784K
|
|
|
Oct 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
147KNew |
$11.2M - $13.4M
|
147K
$12.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
4.07KNew |
$311K - $371K
|
4.07K
$343K
|
|
| Q2 2024 | |||||||
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
2.39KNew |
$163K - $184K
|
2.39K
$202K
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
9.2KNew |
$626K - $709K
|
9.2K
$776K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
106New |
$7.21K - $8.17K
|
106
$8.94K
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.66KNew |
$249K - $282K
|
3.66K
$309K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-13- 41.94% |
$885 - $1K
|
18
$1.52K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-171- 12.47% |
$11.6K - $13.2K
|
1.2K
$101K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
339New |
$23.1K - $26.1K
|
339
$28.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.6K- 45.5% |
$313K - $354K
|
5.51K
$465K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-54- 0.62% |
$3.68K - $4.16K
|
8.72K
$735K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
596New |
$40.6K - $46K
|
596
$50.3K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
84New |
$5.72K - $6.48K
|
84
$7.09K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
15New |
$1.02K - $1.16K
|
15
$1.27K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-125- 55.56% |
$8.51K - $9.64K
|
100
$8.44K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
723New |
$49.2K - $55.7K
|
723
$61K
|
|
| Q1 2024 | |||||||
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
8New |
$541 - $596
|
8
$675
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
4.63KNew |
$313K - $345K
|
4.63K
$391K
|
|
|
May 15, 2024
Q1 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
6KNew |
$406K - $447K
|
6K
$506K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.07K+ 13.8% |
$72.6K - $79.9K
|
8.85K
$746K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-467- 6.98% |
$31.6K - $34.8K
|
6.23K
$525K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
7New |
$474 - $521
|
7
$590
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.79K- 97.81% |
$121K - $133K
|
40
$3.37K
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
29KNew |
$1.96M - $2.16M
|
29K
$2.45M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
32.3KNew |
$2.19M - $2.41M
|
32.3K
$2.73M
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
3KNew |
$203K - $223K
|
3K
$253K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
29New |
$1.96K - $2.16K
|
29
$2.45K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-912- 23.3% |
$61.7K - $67.9K
|
3K
$253K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
11.2KNew |
$755K - $831K
|
11.2K
$942K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
34+ 0.44% |
$2.3K - $2.53K
|
7.73K
$652K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-200- 3.7% |
$13.5K - $14.9K
|
5.2K
$439K
|
|