Fonville Wealth Management LLC Ishares Tr Residential And Mul Transaction History

Fonville Wealth Management LLC

$339 Billion
Q1 2025

A detailed history of Fonville Wealth Management LLC transactions in Ishares Tr Residential And Mul stock. As of the latest transaction made, Fonville Wealth Management LLC holds 49,984 shares of REZ stock, worth $4.1 Million. This represents 1.24% of its overall portfolio holdings.

Number of Shares

49,984

Previous 47,088 6.15%

Holding current value

$4.1 Million

Previous $3.82 Billion 10.1%

% of portfolio

1.24%

Previous 1.26%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$78.21 - $88.48 $226,496 - $256,238	2,896 Added 6.15%	49,984 $4.2 Billion
Q4 2024 Jan 28, 2025	BUY	$79.04 - $89.77 $189,854 - $215,627	2,402 Added 5.38%	47,088 $3.82 Billion
Q3 2024 Oct 28, 2024	BUY	$76.42 - $91.19 $284,740 - $339,773	3,726 Added 9.1%	44,686 $3.97 Billion
Q2 2024 Jul 30, 2024	BUY	$68.06 - $77.1 $375,759 - $425,669	5,521 Added 15.58%	40,960 $3.15 Billion
Q1 2024 Apr 26, 2024	BUY	$67.66 - $74.45 $188,974 - $207,938	2,793 Added 8.56%	35,439 $2.55 Billion
Q4 2023 Jan 31, 2024	BUY	$61.4 - $74.46 $2 Million - $2.43 Million	32,646 New	32,646 $2.4 Billion

Others Institutions Holding REZ

# of Institutions

188

Shares Held

5.13M

Call Options Held

10.8K

Put Options Held

11.1K

View Full List

About ISHARES TR RESIDENTIAL AND MUL

Ticker REZ
Sector ETFs
Industry ETFs

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Fonville Wealth Management LLC Ishares Tr Residential And Mul Transaction History