Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-125- 55.56% |
$8.51K - $9.64K
|
100
$8.23K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-54- 0.62% |
$3.68K - $4.16K
|
8.72K
$717K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-13- 41.94% |
$885 - $1K
|
18
$1.48K
|
|
| Q1 2024 | |||||||
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-3.14K- 99.56% |
$212K - $234K
|
14
$1.15K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.79K- 97.81% |
$121K - $133K
|
40
$3.29K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-912- 23.3% |
$61.7K - $67.9K
|
3K
$247K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-467- 6.98% |
$31.6K - $34.8K
|
6.23K
$512K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-200- 3.7% |
$13.5K - $14.9K
|
5.2K
$428K
|
|
| Q4 2023 | |||||||
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-3.38K- 10.08% |
$208K - $252K
|
30.2K
$2.48M
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-2.19K- 34.97% |
$134K - $163K
|
4.06K
$334K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-989- 19.16% |
$60.7K - $73.6K
|
4.17K
$343K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-420- 46.67% |
$25.8K - $31.3K
|
480
$39.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-117- 50.87% |
$7.18K - $8.71K
|
113
$9.3K
|
|
| Q3 2023 | |||||||
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-8.29K- 56.74% |
$541K - $630K
|
6.32K
$520K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-4.11K- 29.59% |
$269K - $313K
|
9.79K
$806K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-658- 92.42% |
$43K - $50K
|
54
$4.44K
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-564- 14.12% |
$36.8K - $42.9K
|
3.43K
$282K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-400- 22.32% |
$26.1K - $30.4K
|
1.39K
$115K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-120- 61.54% |
$7.83K - $9.12K
|
75
$6.17K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-84- 0.51% |
$5.48K - $6.38K
|
16.3K
$1.34M
|
|
| Q2 2023 | |||||||
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3.4K- 48.67% |
$233K - $249K
|
3.58K
$295K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-459- 19.9% |
$31.5K - $33.7K
|
1.85K
$152K
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
SELL
|
- |
-132- 75.43% |
$9.05K - $9.69K
|
43
$3.54K
|
|
| Q1 2023 | |||||||
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.75K- 99.77% |
$505K - $603K
|
18
$1.48K
|
|
|
Apr 05, 2023
Q1 2023
|
Bts Asset Management, Inc.
|
SELL
|
- |
-3.03K- 43.85% |
$198K - $236K
|
3.88K
$319K
|
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-1.8K- 42.29% |
$117K - $140K
|
2.46K
$202K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1K- 12.35% |
$65.2K - $77.8K
|
7.1K
$584K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-520- 12.52% |
$33.9K - $40.5K
|
3.63K
$299K
|
|
|
May 04, 2023
Q1 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-61- 1.57% |
$3.98K - $4.75K
|
3.82K
$314K
|
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-6- 0.02% |
$391 - $467
|
25.7K
$2.11M
|
|
| Q4 2022 | |||||||
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-10.9K- 6.34% |
$731K - $804K
|
162K
$13.3M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-5.98KClosed |
$400K - $440K
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.36K- 4.47% |
$91.1K - $100K
|
29.1K
$2.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
SELL
|
- |
-572- 3.87% |
$38.2K - $42.1K
|
14.2K
$1.17M
|
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-424- 1.87% |
$28.3K - $31.2K
|
22.2K
$1.83M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-34.3K- 83.91% |
$2.43M - $3.05M
|
6.59K
$542K
|
|
|
Nov 14, 2022
Q3 2022
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-12.6K- 49.21% |
$893K - $1.12M
|
13K
$1.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.18K- 19.72% |
$83.3K - $105K
|
4.8K
$395K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-390- 97.26% |
$27.6K - $34.6K
|
11
$905
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-300- 95.24% |
$21.2K - $26.7K
|
15
$1.23K
|
|
|
Oct 26, 2022
Q3 2022
|
Financial Insights, Inc.
|
SELL
|
- |
-188- 5.65% |
$13.3K - $16.7K
|
3.14K
$258K
|
|
| Q2 2022 | |||||||
|
Jul 20, 2022
Q2 2022
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-63.2KClosed |
$4.76M - $6.27M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-54.4KClosed |
$4.1M - $5.39M
|
0
$0
|
|
|
Aug 22, 2022
Q2 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-49.3KClosed |
$3.72M - $4.89M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-45.4KClosed |
$3.42M - $4.5M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-39.6KClosed |
$2.99M - $3.93M
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Mainstay Capital Management LLC
|
SELL
|
- |
-12.6KClosed |
$950K - $1.25M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-6.76KClosed |
$510K - $671K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-5.27KClosed |
$397K - $523K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-5.1KClosed |
$384K - $506K
|
0
$0
|
|