Purchases and Sales Made in Q4 2024 in Ishares Tr Residential And Mul (REZ)
This table provides information about the institutional ownership of Ishares Tr Residential And Mul (REZ) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES TR RESIDENTIAL AND MUL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-29- 0.91% |
$2.29K - $2.6K
|
3.17K
$267K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-34- 0.81% |
$2.69K - $3.05K
|
4.15K
$350K
|
|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
SELL
|
- |
-47- 0.5% |
$3.71K - $4.22K
|
9.31K
$783K
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-80- 0.32% |
$6.32K - $7.18K
|
25.2K
$2.12M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-104- 14.99% |
$8.22K - $9.34K
|
590
$49.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-108- 0.18% |
$8.54K - $9.7K
|
58.7K
$4.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-129- 28.17% |
$10.2K - $11.6K
|
329
$27.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-150- 37.69% |
$11.9K - $13.5K
|
248
$20.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-341- 3.8% |
$27K - $30.6K
|
8.64K
$728K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-373- 11.76% |
$29.5K - $33.5K
|
2.8K
$236K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-445- 2.63% |
$35.2K - $39.9K
|
16.5K
$1.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-526- 6.09% |
$41.6K - $47.2K
|
8.11K
$683K
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-533- 1.01% |
$42.1K - $47.8K
|
52.1K
$4.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-565- 12.87% |
$44.7K - $50.7K
|
3.82K
$322K
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-671- 7.65% |
$53K - $60.2K
|
8.11K
$682K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-767- 0.74% |
$60.6K - $68.9K
|
103K
$8.67M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.05K- 12.98% |
$83.2K - $94.4K
|
7.05K
$594K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.85K- 6.66% |
$146K - $166K
|
25.9K
$2.18M
|
|
|
Jan 16, 2025
Q4 2024
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-2K- 1.84% |
$158K - $180K
|
107K
$8.98M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.78K- 23.93% |
$220K - $250K
|
8.85K
$745K
|
|
|
Feb 13, 2025
Q4 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.87K- 4.85% |
$227K - $258K
|
56.4K
$4.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-3.55K- 43.89% |
$281K - $319K
|
4.54K
$382K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.21K- 6.55% |
$411K - $467K
|
74.2K
$6.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.23K- 10.62% |
$492K - $559K
|
52.5K
$4.42M
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-6.76K- 16.78% |
$534K - $606K
|
33.5K
$2.82M
|
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-6.96K- 27.02% |
$550K - $625K
|
18.8K
$1.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-8.46K- 17.15% |
$668K - $759K
|
40.9K
$3.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-9.56K- 5.45% |
$756K - $859K
|
166K
$14M
|
|
|
Jan 23, 2025
Q4 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-10.3K- 2.17% |
$815K - $925K
|
466K
$39.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.1K- 67.79% |
$879K - $999K
|
5.28K
$445K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-12.2K- 21.92% |
$965K - $1.1M
|
43.5K
$3.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-13K- 24.3% |
$1.03M - $1.17M
|
40.4K
$3.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-15.2K- 73.18% |
$1.2M - $1.37M
|
5.58K
$470K
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-29K- 50.0% |
$2.29M - $2.6M
|
29K
$2.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-29.8K- 47.68% |
$2.35M - $2.67M
|
32.7K
$2.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-36.2K- 41.53% |
$2.86M - $3.25M
|
50.9K
$4.29M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-58.8K- 51.06% |
$4.65M - $5.28M
|
56.3K
$4.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-67.6K- 30.58% |
$5.34M - $6.07M
|
153K
$12.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-989K- 98.75% |
$78.1M - $88.8M
|
12.5K
$1.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.05M- 98.77% |
$82.6M - $93.9M
|
13.1K
$1.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Menora Mivtachim Holdings Ltd.
|
SELL
|
- |
-1.3M- 50.57% |
$103M - $117M
|
1.27M
$107M
|