Latest Institutional Purchases of Ishares Tr Residential And Mul (REZ)
This list provides information on the latest institutional transactions involving Ishares Tr Residential And Mul (REZ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
16.6KNew |
$1.11M - $1.22M
|
16.6K
$1.4M
|
|
|
Jan 23, 2023
Q4 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
8.77K+ 165.07% |
$586K - $645K
|
14.1K
$1.19M
|
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
4.11KNew |
$275K - $302K
|
4.11K
$347K
|
|
|
Feb 10, 2023
Q4 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
4.11KNew |
$274K - $302K
|
4.11K
$346K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.07KNew |
$71.4K - $78.6K
|
1.07K
$90.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
324New |
$21.7K - $23.8K
|
324
$27.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
263New |
$17.6K - $19.3K
|
263
$22.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
170+ 100.0% |
$11.4K - $12.5K
|
340
$28.7K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
137New |
$9.16K - $10.1K
|
137
$11.6K
|
|
|
Jan 18, 2023
Q4 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
118New |
$7.89K - $8.68K
|
118
$9.95K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
75New |
$5.01K - $5.52K
|
75
$6.33K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
15New |
$1K - $1.1K
|
15
$1.27K
|
|
|
Feb 09, 2023
Q4 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
4+ 2.74% |
$267 - $294
|
150
$12.7K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
48.4K+ 1849.71% |
$3.42M - $4.3M
|
51K
$4.3M
|
|
|
Nov 15, 2022
Q3 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
37.3KNew |
$2.64M - $3.32M
|
37.3K
$3.15M
|
|
|
Nov 04, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
6.28KNew |
$444K - $558K
|
6.28K
$530K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
3.65KNew |
$258K - $324K
|
3.65K
$308K
|
|
|
Oct 06, 2022
Q3 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
600+ 21.5% |
$42.4K - $53.3K
|
3.39K
$286K
|
|
|
Nov 14, 2022
Q3 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
24+ 0.78% |
$1.7K - $2.13K
|
3.11K
$262K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
4+ 0.61% |
$283 - $355
|
657
$55.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
12.7K+ 64.66% |
$957K - $1.26M
|
32.3K
$2.73M
|
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
10.9KNew |
$820K - $1.08M
|
10.9K
$917K
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
5.5KNew |
$414K - $545K
|
5.5K
$464K
|
|
|
Jul 18, 2022
Q2 2022
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
4.3KNew |
$324K - $426K
|
4.3K
$362K
|
|
|
Aug 08, 2022
Q2 2022
|
Truepoint, Inc.
|
BUY
|
- |
3.42KNew |
$258K - $339K
|
3.42K
$288K
|
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.75KNew |
$132K - $174K
|
1.75K
$148K
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
417+ 17.01% |
$31.4K - $41.4K
|
2.87K
$242K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
287New |
$21.6K - $28.5K
|
287
$24.2K
|
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
225New |
$17K - $22.3K
|
225
$19K
|
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
58New |
$4.37K - $5.75K
|
58
$4.89K
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
57New |
$4.3K - $5.65K
|
57
$4.81K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
20New |
$1.51K - $1.98K
|
20
$1.69K
|
|
|
Aug 15, 2022
Q2 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
10New |
$754 - $992
|
10
$844
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2+ 0.22% |
$151 - $198
|
893
$75.3K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
50.8KNew |
$4.47M - $4.99M
|
50.8K
$4.28M
|
|
|
Apr 15, 2022
Q1 2022
|
Claremont Financial Group, Inc.
Claremont, CA |
BUY
|
- |
26.2K+ 19525.37% |
$2.3M - $2.57M
|
26.3K
$2.22M
|
|
|
Apr 20, 2022
Q1 2022
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
2.08KNew |
$183K - $204K
|
2.08K
$176K
|
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
151New |
$13.3K - $14.8K
|
151
$12.7K
|
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
BUY
|
- |
117New |
$10.3K - $11.5K
|
117
$9.87K
|
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
41New |
$3.61K - $4.03K
|
41
$3.46K
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
30New |
$2.64K - $2.95K
|
30
$2.53K
|
|
| Q4 2021 | |||||||
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2.79KNew |
$241K - $274K
|
2.79K
$236K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
170New |
$14.6K - $16.7K
|
170
$14.3K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
62KNew |
$5.2M - $5.74M
|
62K
$5.23M
|
|
|
Nov 03, 2021
Q3 2021
|
Meitav Dash Investments LTD
|
BUY
|
- |
7.14KNew |
$599K - $661K
|
7.14K
$603K
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
994New |
$83.4K - $91.9K
|
994
$83.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
24New |
$2.01K - $2.22K
|
24
$2.02K
|
|
| Q2 2020 | |||||||
|
Jul 27, 2020
Q2 2020
|
Regions Financial Corp
|
BUY
|
- |
7.81KNew |
$385K - $529K
|
7.81K
$658K
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
6.18K+ 15.26% |
$305K - $419K
|
46.7K
$3.94M
|
|