Strategic Financial Concepts, LLC Ishares Tr Residential And Mul Transaction History

Strategic Financial Concepts, LLC

$711 Billion
Q2 2025

A detailed history of Strategic Financial Concepts, LLC transactions in Ishares Tr Residential And Mul stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 13,623 shares of REZ stock, worth $1.11 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

13,623

Previous 13,796 1.25%

Holding current value

$1.11 Million

Previous $1.19 Billion 5.92%

% of portfolio

0.16%

Previous 0.22%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	SELL	$76.14 - $86.35 $13,172 - $14,938	-173 Reduced 1.25%	13,623 $1.12 Billion
Q1 2025 Apr 28, 2025	BUY	$78.21 - $88.48 $57,093 - $64,590	730 Added 5.59%	13,796 $1.19 Billion
Q4 2024 Jan 30, 2025	SELL	$79.04 - $89.77 $82.6 Million - $93.9 Million	-1,045,541 Reduced 98.77%	13,066 $1.06 Billion
Q4 2024 Jan 27, 2025	BUY	$79.04 - $89.77 $82.6 Million - $93.9 Million	1,045,585 Added 8029.37%	1,058,607 $1.06 Billion
Q3 2024 Nov 12, 2024	SELL	$76.42 - $91.19 $84 Million - $100 Million	-1,098,613 Reduced 98.83%	13,022 $1.16 Billion
Q2 2024 Aug 06, 2024	BUY	$68.06 - $77.1 $74.7 Million - $84.6 Million	1,097,570 Added 7803.55%	1,111,635 $13.8 Million
Q1 2024 Apr 22, 2024	BUY	$67.66 - $74.45 $951,637 - $1.05 Million	14,065 New	14,065 $1.01 Billion
Q3 2023 Nov 07, 2023	BUY	$65.29 - $76.0 $345,122 - $401,736	5,286 Added 72.56%	12,571 $829 Million
Q2 2023 Sep 06, 2023	BUY	$68.53 - $73.43 $11,924 - $12,776	174 Added 2.45%	7,285 $534 Million
Q1 2023 Sep 06, 2023	BUY	$65.21 - $77.8 $463,708 - $553,235	7,111 New	7,111 $502 Million

Others Institutions Holding REZ

# of Institutions

183

Shares Held

4.74M

Call Options Held

3.1K

Put Options Held

9.1K

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About ISHARES TR RESIDENTIAL AND MUL

Ticker REZ
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Strategic Financial Concepts, LLC Ishares Tr Residential And Mul Transaction History