Purchases and Sales Made in Q4 2025 in Ishares Tr Residential And Mul (REZ)
This table provides information about the institutional ownership of Ishares Tr Residential And Mul (REZ) during Q4 2025. 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 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
7.42KNew |
$603K - $634K
|
7.42K
$626K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
3.51K+ 6.66% |
$285K - $300K
|
56.3K
$4.75M
|
|
|
Jan 07, 2026
Q4 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
3.23K+ 8.09% |
$262K - $276K
|
43.1K
$3.64M
|
|
|
Jan 08, 2026
Q4 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
2.47K+ 16.46% |
$201K - $211K
|
17.5K
$1.48M
|
|
|
Jan 16, 2026
Q4 2025
|
Kendall Capital Management
|
BUY
|
- |
1.04K+ 9.64% |
$84.8K - $89.1K
|
11.9K
$1M
|
|
|
Jan 13, 2026
Q4 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
144+ 2.49% |
$11.7K - $12.3K
|
5.93K
$500K
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
BUY
|
- |
8+ 0.31% |
$650 - $683
|
2.61K
$220K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-87- 2.56% |
$7.07K - $7.43K
|
3.31K
$279K
|
|
|
Jan 09, 2026
Q4 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-194- 5.25% |
$15.8K - $16.6K
|
3.5K
$296K
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-489- 4.33% |
$39.7K - $41.7K
|
10.8K
$910K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-551- 7.27% |
$44.8K - $47K
|
7.03K
$593K
|
|
|
Jan 15, 2026
Q4 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-768- 3.31% |
$62.4K - $65.6K
|
22.4K
$1.89M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.43K- 6.16% |
$198K - $208K
|
37K
$3.12M
|
|
|
Jan 12, 2026
Q4 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-3.18K- 54.54% |
$258K - $271K
|
2.65K
$224K
|
|